AI Performance Marketing Agency for Financial Firms
We help accountancy firms, wealth managers, lenders and fintech companies get more qualified client enquiries and consultations, every month, with compliant campaigns.
- Google & META Certified Partner
- $5M+ Ad Spend Managed
- 1,200+ Clients
- 600+ Five-Star Reviews
- 30+ Countries
Why Financial Firms Struggle to Win New Clients
Business owners and investors search Google and compare firms before they get in touch. If your firm is not visible and credible online, those clients go to competitors.
Most firms rely on referrals and word of mouth. Growth stalls when a referral source dries up, and generic campaigns bring enquiries that do not fit your services.
The Marketing Mavericks™ builds a complete marketing system for financial firms that brings in qualified client enquiries all year round.
Our Marketing Services for Financial Firms
Everything you need to get more qualified client enquiries, managed by one team.
Google Ads Management
Show your firm at the top of Google when business owners and investors search for your services.
- Campaigns by service line: accounting, tax, wealth and lending
- Ad copy that follows Google financial services policies
- Landing pages built for consultation requests
- Call and form tracking on every campaign
Meta Ads Management
Reach business owners and investors on Facebook and Instagram, and retarget everyone who visited your website.
- Lead form campaigns for consultations
- Seasonal campaigns around tax deadlines and year-end
- Expert and credential-led creatives
- Special Ad Category setup for lending and credit campaigns
SEO
Rank for service and "near me" searches, and get enquiries every month without paying per click.
- Google Business Profile management
- Dedicated pages for every service
- Expert guides and FAQ content
- Financial service schema
Social Media Management
Build authority with regular expert posts on LinkedIn, Instagram and Facebook.
- Monthly content calendar around tax dates and market updates
- Tax tips, compliance updates and financial guidance
- Partner profiles and client testimonials
Website Development
Fast, professional websites that build trust and turn visitors into enquiries.
- Clear service pages
- Short consultation forms and click-to-call
- Accreditations, credentials and reviews shown clearly
Financial Businesses We Work With
We work with every type of financial business, from independent advisers to multi-office firms.
- Chartered Accountancy Firms
- Wealth Management Companies
- Investment Advisory Firms
- NBFCs & Lending Companies
- Business Loan Consultants
- Tax & Compliance Consultants
- Fintech & Financial Software
- Insurance & Financial Planning
- Bookkeeping Services
- Mortgage Brokers
Frequently Asked Questions
What does a finance marketing agency do?
We manage the channels that bring in client enquiries: Google Ads to capture people searching for financial services, Meta Ads to reach business owners and investors, SEO for long-term organic enquiries, social media to build authority and a website built to convert. Everything is measured on qualified enquiries and new clients.
Can financial firms advertise on Google and Meta?
Yes. Both platforms have specific policies for financial services, lending and investments. Every ad, landing page and post we create is written to follow them and the regulations that apply to your firm.
How do you get leads for accountancy firms?
We run Google Ads for searches such as "accountant near me", rank your firm in the Google Maps pack, and use Meta Ads around tax deadlines to reach business owners in your area.
How quickly will my firm see results?
Paid campaigns usually lift enquiries within 2 to 4 weeks. Financial services SEO builds over 4 to 6 months, so we run paid campaigns from day one.
Get More Clients for Your Firm
Tell us about your services and ideal clients, and we will show you how we can grow your enquiries.
