Table of contents
How we vet every listicle
Every agency featured on Web Tonic passes our 84-point editorial review before a single listicle goes live. This is how we vet each pick:
Verified client outcomes: We require real case studies with measurable KPIs — revenue, ROAS, CPA, retention — tied to the exact category being ranked. No cherry-picked wins, no unverifiable numbers.
Independent reputation: We cross-check Clutch, Google, G2, and Trustpilot ratings, and screen for review-bombing or suspicious patterns. Only operators with a consistent, verifiable track record make the cut.
Beyond that, every listing goes through a quarterly re-audit. We check 84 criteria across 6 pillars to make sure it still holds up — here are some of the checks we run:
A wealth management ad creative agency concepts and produces the advertising assets an advisory firm runs on paid channels rather than planning the media or redrawing the brand: compliance-cleared statics, motion cutdowns, short-form vertical video for Meta, YouTube and LinkedIn placements, presenter-led and UGC-style ads, the trust and retirement angles tested against each other, and the iteration that follows the ad account.
We compared 21 agencies on evidenced wealth, asset management or fintech creative, publicly named clients, published rates and testing cadence. Sixteen of the 20 external agencies name a client and one publishes a starting price.
Which wealth management ad creative agency should you shortlist?
Choose by the audience you are actually buying. Nucco, CORE.global and Peregrine Communications evidence institutional asset-manager campaigns; Jives Media, Collective Agency and The Launch Agency serve advisory firms directly; Multiply, Rickhouse and Slash Media test high-volume performance creative.
1. VideoRep
About: VideoRep is a B2B video-ad production studio whose named case study for an anonymous boutique private wealth advisory firm delivered a 3x conversion rate and roughly 50% lower cost per acquisition against the client's baseline. The team builds presenter-led ads for Meta, LinkedIn, YouTube and Google under compliance-locked scripts, which is the exact constraint wealth advisors face. Vertical fit is direct, though the named wealth client itself is under NDA.
Key Services: Presenter-led video ad production, Compliance-locked script development, Meta and LinkedIn video ads, YouTube ad content, Creative iteration off paid performance data, Fractional video partner retainers
Industries Served: Wealth management, B2B SaaS, Financial advisory, Professional services, Fintech
Notable Clients: Not publicly named — case studies are anonymised by category
Locations: Remote, United States, New York, United States
Pricing: No public rate card; quoted per scope
Great For: Boutique RIAs needing compliance-safe video ads, Advisors without an on-camera spokesperson, Firms wanting rapid ad-creative iteration
Website: VideoRep
2. Web Tonic
About: Web Tonic builds wealth management ad creative to survive two reviewers, the compliance officer who has to approve every claim and the platform that restricts financial advertising, then tests the approved angles at enough volume to find which one an investor actually stops for. The production work runs beside our paid social and paid search teams, the performance creative studio that turns a winning angle into new formats, and the analytics implementation that connects an ad to a qualified consultation rather than a download. Firms wanting an agency steeped daily in institutional asset management brand governance will find several fund-marketing specialists below deeper on that than we are.
Key Services: Growth Marketing, Paid Social, PPC, Meta Ads, SEO, Google Ads, Snapchat Ads, Amazon Ads, Reddit Ads, TikTok Ads, TikTok Shop, GEO-AEO, Webflow Design, Shopify Design, WordPress Design, UGC, Social Media Management, Pay Per Click Management, Marketing Analytics, Analytics Implementation & CDPs, Performance Branding, Performance 360° Audit, Programmatic Ads, OOH Ads, HR Marketing
Industries Served: eCommerce, SaaS, B2B, Construction Professionals, Home Services, SMEs, Health Spa & Wellness, Retail, Legal & Judicial Services, Food & Beverages, Pets, Fitness, Family & Children, Finance & Insurance, Travel, Non-Profits & Organizations, Furniture & Decoration
Notable Clients: WorldRemit, Jack & Jones, Ardene, L'Oréal, Sendwave, Nestlé, Airbnb. Serve Fortune 500 companies and smaller fast-paced startups.
Locations: HQ in San Francisco with notable offices in New York, Chicago, Miami, Toronto, Montreal, Dubai, Singapore, Sydney and more. Offices on five continents.
Pricing: Starting at USD $3,000 per month. Flexible and scalable plans at any time according to your enterprise needs. Book a call to learn more.
Great For: Mid-market to enterprise-level businesses requiring ongoing, on-tap growth and performance marketing services.
Website: Web Tonic
3. R17 Ventures
About: R17 Ventures is a Swiss performance marketing agency with a named Finance and Legal industry line and an in-house content-production team that ships 20-plus creative assets per month for Petiole Asset Management, per its own published case study. It also names Assenagon Asset Management, Ninety One Asset Management and Saxo Bank as clients running paid social and search creative through the agency. Vertical fit is direct, evidenced by multiple named asset-manager case studies with performance metrics.
Key Services: Paid social ad creative, Search ad creative, In-house content production, Creative testing and iteration, Influencer marketing, Performance-based campaign management
Industries Served: Asset management, Private markets, B2B finance, Fintech, Insurance
Notable Clients: Petiole Asset Management, Assenagon Asset Management, Ninety One Asset Management, Saxo Bank, Oxa (Nanoleq)
Locations: Baar, Switzerland, Zug, Switzerland
Pricing: No public rate card; quoted per scope, performance-based billing available
Great For: Asset managers scaling paid social lead generation, Private markets firms needing monthly creative volume, Institutional investment platforms
Website: R17 Ventures
4. Nucco
About: Nucco is a London B2B agency whose named case study for UBS Asset Management, a firm managing 1.7 trillion dollars, produced a through-the-funnel organic and paid social campaign with new creative concepts and executions across every channel. The agency intentionally works with no more than five clients at a time and reports its campaigns outperform benchmarks by roughly 2.5 times. Vertical fit is direct, backed by a named top-ten global asset manager client.
Key Services: Paid social campaign creative, LinkedIn ad development, Message and creative concept development, Video and animation production, Full-funnel creative strategy, Campaign performance benchmarking
Industries Served: Asset management, Institutional investing, B2B financial services, Professional services, Corporate
Notable Clients: UBS Asset Management
Locations: London, United Kingdom, Remote, United Kingdom
Pricing: No public rate card; quoted per scope
Great For: Global asset managers needing funnel-wide creative, Institutional investment platforms, B2B financial brands repositioning a product line
Website: Nucco
5. GOamplify
About: GOamplify is a Bahrain-based, video-first agency whose named case study for SICO, a regional asset manager and investment bank, produced motion graphics, video and compliant paid media for a 100,000-dollar-minimum Sharia-compliant fund across LinkedIn, Instagram and Google Search. The in-house team of strategists, videographers and designers builds video-first content and reports zero freelancer dependency. Vertical fit is direct, evidenced by a named investment-bank client and specific creative-output metrics.
Key Services: Motion graphics and video ad production, Compliant paid social creative, Fund and product launch campaigns, LinkedIn and Instagram ad creative, Web and collateral design, Lead generation creative
Industries Served: Asset management, Investment banking, Real estate, Regional finance, Consumer brands
Notable Clients: SICO BSC, Eagle Hills Diyar
Locations: Manama, Bahrain, Riyadh, Saudi Arabia
Pricing: No public rate card; quoted per scope
Great For: Regulated fund managers advertising in the Gulf, Investment banks launching new products, Firms needing compliant financial-promotion creative
Website: GOamplify
6. CORE.global
About: CORE.global is a financial-services-only agency with a dedicated Asset Management industry page and a named campaign for Nikko Asset Management, where it rebuilt a pitch deck and ran a social media video and campaign-management program for a quality-focused global equity strategy. The agency reports 20 trillion dollars in combined client assets under management across 400-plus delivered projects. Vertical fit is direct, evidenced by a named global asset manager and campaign-specific deliverables.
Key Services: Social media ad campaigns, Video production for paid channels, Narrative and script development, Campaign management, Pitch deck and investor content design, Financial services creative strategy
Industries Served: Asset management, Private equity, Investment banking, Venture capital, Hedge funds
Notable Clients: Nikko Asset Management
Locations: Amstelevn, Netherlands, Bengaluru, India
Pricing: No public rate card; quoted per scope
Great For: Global asset managers needing investor-facing video, Private equity and venture funds, Hedge funds building paid social presence
Website: CORE.global
7. Peregrine Communications
About: Peregrine Communications is a London and New York agency built exclusively around asset management, hedge fund, private equity and private credit clients, with a named Head of Creative on staff and an in-house design team. Its named case study for EI Sturdza built a digital and social advertising campaign with custom visuals to mark the firm's tenth anniversary and promote fund performance across Swiss, French and German audiences, alongside named clients Avignon Capital and Mercury Capital Advisors. Vertical fit is direct.
Key Services: Digital and social advertising creative, In-house visual design for campaigns, Fund anniversary and performance campaigns, Media placement and publisher partnerships, Content and reports production, Podcast and webinar production
Industries Served: Asset management, Hedge funds, Private equity, Private credit, Real assets
Notable Clients: EI Sturdza, Avignon Capital, Mercury Capital Advisors, JK Investment Management, RAM Active Investments
Locations: London, United Kingdom, New York, United States
Pricing: No public rate card; quoted per scope
Great For: Hedge funds and PE firms needing investor-facing ads, Fund managers running anniversary or performance campaigns, Private credit firms building brand awareness
Website: Peregrine Communications
8. Froth & Fur
About: Froth & Fur is a Studio City video production company whose named case study for MassMutual's Coverpath platform delivered brand films, CTV spots and paid social commercials aimed at financial advisors and life insurance buyers, run across YouTube, LinkedIn and Meta. The firm says it is trusted by 17 Fortune 500 companies including Capital One and Mastercard. Vertical fit is direct on the advisor side and adjacent on the consumer life-insurance side, since MassMutual's own audience is financial advisors as well as retail buyers.
Key Services: Brand film and commercial production, CTV and social video ads, Paid Meta and LinkedIn video content, Story-driven creative concepting, 3D animation and VFX, Email nurture video assets
Industries Served: Financial planning platforms, Life insurance, Wealth management, Fintech, B2B financial services
Notable Clients: MassMutual (Coverpath), Capital One, Mastercard
Locations: Studio City, United States, Los Angeles, United States
Pricing: No public rate card; quoted per scope
Great For: Financial planning platforms marketing to advisors, Life insurance and annuity brands, Fortune 500 financial services marketing teams
Website: Froth & Fur
9. Frankel Agency
About: Frankel Agency is a Gainesville, Florida agency whose named case study for TradePMR, a custodial technology company serving RIAs, produced a multi-channel national digital advertising campaign across Google Search, Facebook, LinkedIn and programmatic, alongside video production. The work was built to help TradePMR compete with custodians like Charles Schwab and Morgan Stanley for RIA business. Vertical fit is adjacent, since the client is an RIA-serving custodian rather than an RIA itself, but the creative was built to reach RIAs directly.
Key Services: National digital ad campaigns, Video production, Brand development for financial platforms, Landing page and funnel creative, Email marketing creative, HubSpot-integrated campaign assets
Industries Served: RIA custodial technology, Fintech, Higher education, Consumer brands, B2B services
Notable Clients: TradePMR, Mack Trucks, University of Florida
Locations: Gainesville, United States, Remote, United States
Pricing: No public rate card; quoted per scope
Great For: RIA custodians and fintech platforms targeting advisors, B2B financial technology companies, Firms needing national multi-channel launches
Website: Frankel Agency
10. HIFI Agency
About: HIFI Agency is a creative and media agency dedicated exclusively to financial services and fintech, with named work for Zelle, Allied Payment Network and BayCoast Bank spanning brand, content, design and video and motion production. Its named KlariVis project included a promotional explainer video credited to Brand, Content, Design and Video and Motion services. Vertical fit is adjacent, since its named clients are banks and payment platforms rather than wealth managers, though its service list explicitly includes financial-sector paid creative.
Key Services: Video and motion ad production, Brand and content creative, Media strategy and buying, Explainer and promotional video, Website and digital campaign design, Data-informed creative strategy
Industries Served: Banking, Fintech, Credit unions, Payments, Financial technology
Notable Clients: Zelle, Allied Payment Network, BayCoast Bank, KlariVis
Locations: Remote, United States, United States
Pricing: No public rate card; quoted per scope
Great For: Banks and credit unions launching new products, Fintech platforms needing explainer video, Payment networks running B2B partner campaigns
Website: HIFI Agency
11. Multiply
About: Multiply is a creative-performance agency for fintech and AI brands that reports testing over 15,000 creatives a year and names Kalshi, Monzo, Ramp, Capital.com and Lemonade as clients it has scaled on Meta and TikTok. Its service stack covers UGC, high-quality video, statics and motion, backed by a hook-analysis and concept-testing process built from its own creative dataset. Vertical fit is adjacent: its named clients are fintech and consumer-investing brands such as Kalshi rather than wealth management or RIA firms specifically.
Key Services: UGC ad production, High-quality video ad creative, Static and motion ad design, Hook analysis and concept testing, Creator network sourcing, Full-funnel performance management
Industries Served: Fintech, AI companies, Consumer investing apps, Neobanks, Insurtech
Notable Clients: Kalshi, Monzo, Ramp, Capital.com, Lemonade
Locations: Remote, United States, London, United Kingdom
Pricing: No public rate card; quoted per scope
Great For: Fintech apps scaling paid social creative volume, Consumer investing and trading platforms, Neobanks needing high-frequency creative testing
Website: Multiply
12. Rickhouse
About: Rickhouse is a performance-creative studio that has run over 30,000 creative tests and names Ellevest, a women-focused investing platform, alongside Allbirds, Bumble and Grubhub as clients, reporting a 45%-plus average CTR improvement and 16%-plus thumb-stop improvement across its work. The team handles creative direction, casting, production and post-production for persona-driven UGC and OTT ads. Vertical fit is adjacent, since Ellevest is a consumer investing platform rather than an RIA or wealth advisory firm, but it is a closely comparable investing client with named, quantified results.
Key Services: Persona-driven UGC ad production, OTT and streaming video ads, Creative direction and casting, Iterative creative testing, Post-production and editing, Data-informed creative briefing
Industries Served: Consumer investing platforms, DTC eCommerce, Dating apps, Food delivery, Beauty and wellness
Notable Clients: Ellevest, Allbirds, Bumble, Grubhub, Thrive Causemetics
Locations: Remote, United States, Los Angeles, United States
Pricing: No public rate card; quoted per scope
Great For: Consumer investing and fintech apps, DTC brands needing persona-driven UGC, Performance teams running high-volume creative tests
Website: Rickhouse
13. Jives Media
About: Jives Media is a full-service performance agency whose named case studies for Northwestern Mutual and Parallel Advisors, a nine-billion-dollar AUM wealth management firm, report an 87% increase in ROAS and a 615% increase in paid search and social leads respectively, alongside an overhauled creative and content strategy with new videos and CTAs. Creative Development is listed as a named service alongside Paid Advertising. Vertical fit is direct, evidenced by two named wealth management clients with quantified paid-media results.
Key Services: Paid social and search ad creative, Creative Development, Video and CTA production for ad campaigns, Meta and LinkedIn ad management, Landing page creative, Analytics-driven creative iteration
Industries Served: Wealth management, Insurance, B2B professional services, Ecommerce, Legal services
Notable Clients: Northwestern Mutual, Parallel Advisors, Nicole Rose Jewelry
Locations: Remote, United States, United States
Pricing: No public rate card; quoted per scope
Great For: Large wealth management firms scaling paid leads, RIAs with underperforming paid media, Financial firms needing creative plus media in one team
Website: Jives Media
14. Level Agency
About: Level Agency, formerly WebMechanix, is a recognized performance marketing agency with a named Financial Services industry vertical and a Performance Content & Creative service line. Its published case study for a boutique independent wealth management firm delivered a full-funnel, data-driven creative and media program that cut cost per lead while expanding into new geographic markets. Vertical fit is direct, though the client in the published case study is anonymised rather than named.
Key Services: Performance content and creative production, Paid search and paid social creative, Demand Gen and Local Services Ads creative, Lead qualification and funnel design, Data science-informed creative iteration, AI-powered creative optimization
Industries Served: Wealth management, Financial services, Higher education, B2B software, Healthcare
Notable Clients: Not publicly named — case studies are anonymised by category
Locations: Pittsburgh, United States, Remote, United States
Pricing: No public rate card; quoted per scope
Great For: Independent wealth management firms scaling geographically, Financial services brands needing full-funnel creative, Firms combining paid search and paid social creative
Website: Level Agency
15. M is Good
About: M is Good is a Raleigh, North Carolina agency whose named case study for WorthPointe, formerly Constitution Wealth, built a values-based wealth management brand from zero using a dedicated Digital Creative workstream alongside influencer marketing and digital advertising, scaling the firm to over 55 million dollars in assets under management. The agency explicitly lists Digital Media Buying and Digital Marketing as named services alongside creative production. Vertical fit is direct, evidenced by a named wealth management RIA client with an AUM growth figure.
Key Services: Digital creative production, Influencer marketing campaigns, Digital advertising creative, Brand messaging and positioning, Digital media buying, Corporate rebrand creative
Industries Served: Wealth management, Faith-based and values-based investing, RIAs, Financial planning, Professional services
Notable Clients: WorthPointe (formerly Constitution Wealth)
Locations: Raleigh, United States, Remote, United States
Pricing: No public rate card; quoted per scope
Great For: New RIAs building a brand and ad presence from scratch, Values-based or niche-audience wealth management firms, Advisors using influencer-led digital creative
Website: M is Good
16. Inmediato
About: Inmediato is a performance marketing agency for finance and fintech that names a Performance Creative service line delivering ads, motion design and video editing for regulated finance brands, and reports managing over 120 million dollars in annual ad spend and 6 billion dollars in attributable client revenue. Named client testimonials come from Ledgerly and NorthPay praising its compliant, high-performing ad variations. Vertical fit is adjacent, since its named clients are fintech operators rather than wealth management or RIA firms specifically.
Key Services: Performance ad creative production, Motion design and video editing, Compliance-aware ad variations, Paid social and search media management, Lifecycle and CRM creative, AI-assisted creative production
Industries Served: Fintech, Neobanks, Brokerages, Regulated finance, Lending
Notable Clients: Ledgerly, NorthPay
Locations: Remote, United States, United States
Pricing: Performance Creative starts at USD $7,500/month
Great For: Fintech and brokerage brands needing compliant creative at volume, Neobanks scaling paid social, Lending platforms needing lifecycle creative
Website: Inmediato
17. Collective Agency
About: Collective Agency is a Zurich performance marketing agency whose named case study for Zwei Wealth's Wealth Office covered branding, webdesign and paid social and paid search advertising, with the resulting system now the largest source of first client contact for the firm. The agency pairs performance marketing technology with in-house creative direction rather than outsourcing either function. Vertical fit is direct, evidenced by a named private wealth office client with a stated paid-channel lead-generation outcome.
Key Services: Paid social media advertising, Paid search advertising, AI image generation for ads, Campaign creative direction, Crossmedia campaign design, Brand and web design
Industries Served: Private wealth offices, Wealth management, Luxury and lifestyle brands, Hospitality, Consumer brands
Notable Clients: Zwei Wealth, Swiss Classic Car, Buergenstock Resort
Locations: Zurich, Switzerland, Remote, Switzerland
Pricing: No public rate card; quoted per scope
Great For: Private wealth offices building paid lead generation, Swiss and European wealth advisory firms, Firms wanting creative and performance media from one team
Website: Collective Agency
18. Slash Media
About: Slash is a Meta Ads specialist built specifically around high-net-worth lead generation, with a named testimonial from a wealth advisory firm managing partner and reported metrics of 2,400-plus qualified leads and a 4.2x average return on ad spend across more than 40 premium clients. Its service page explicitly states that creative quality drives 60% of Meta campaign performance and describes static, carousel and video ads that are tested, iterated and optimized for affluent audiences. Vertical fit is direct.
Key Services: Static, carousel and video ad creative, Audience architecture for HNW targeting, Creative testing and A/B iteration, Full-funnel Meta campaign management, Landing page and booking-flow creative, Cost-per-lead optimization
Industries Served: Wealth advisory firms, Private banking, Financial planning, Luxury real estate, Professional services
Notable Clients: Not publicly named — case studies are anonymised by category
Locations: Remote, United States, United States
Pricing: No public rate card; quoted per scope
Great For: Boutique wealth advisory firms targeting HNW prospects, Private banks running Meta lead generation, Advisors needing tested static and video ad creative
Website: Slash Media
19. The Launch Agency
About: The Launch Agency is a Hamilton, New Zealand agency whose named case study for Become Wealth, a financial advisory firm, delivered a 24% lift in leads within nine months and a further 40% increase in early 2025 through a combined Meta, Google and TikTok performance marketing program alongside a dedicated Creative division covering photography, videography and motion graphics. The case study specifically credits an overhauled content-led ad strategy for the results. Vertical fit is direct, evidenced by a named wealth advisory client with quantified lead and revenue growth.
Key Services: Performance marketing creative for Meta, Google, TikTok, Photography and videography production, Animation and motion graphics, Content-led ad campaign strategy, Brand positioning for financial advisors, Social media management
Industries Served: Wealth advisory, Financial planning, Professional services, Local business services, Consumer brands
Notable Clients: Become Wealth
Locations: Hamilton, New Zealand, Auckland, New Zealand
Pricing: No public rate card; quoted per scope
Great For: Wealth advisory firms scaling beyond referrals, Financial advisors needing brand shoots and video, Firms wanting Meta, Google and TikTok creative under one team
Website: The Launch Agency
20. Clients Blackbox
About: Clients Blackbox is a demand-generation specialist for retirement-planning RIAs with 100 million dollars-plus in AUM, built around a named AUM OS methodology that combines custom branded video, 90-second ads and performance branding on Meta. The firm reports over 30,000 exclusive appointments booked for affluent retiree prospects and frames its core differentiator as creative and targeting rather than lead-vendor traffic. Vertical fit is direct, since the stated ideal client is a retirement-planning RIA and the deliverable is custom video ad creative.
Key Services: Custom branded video ad production, 90-second Meta ad creative, Pre-qualification filtering creative, Performance branding for RIAs, Demand generation campaign strategy, Appointment-booking funnel creative
Industries Served: Retirement planning RIAs, Wealth management, Financial advisory, Estate planning, Insurance
Notable Clients: Not publicly named — case studies are anonymised by category
Locations: Remote, United States, United States
Pricing: No public rate card; quoted per scope
Great For: Retirement-planning RIAs with $100M+ AUM, Firms wanting to replace lead vendors with owned creative, Advisors targeting affluent retirees on Meta
Website: Clients Blackbox
21. Bullish Studio
About: Bullish Studio is a content and advertising studio built specifically to reach high-earning investor audiences, with named testimonials from Tuttle ETFs, Sandhill Markets and LionTree praising its paid advertising and investor-growth work. Its service stack includes in-house video production, social content creation and social creator campaigns alongside paid digital, social and offline advertising. Vertical fit is direct, since its stated audience is registered investment advisors and accredited and institutional investors.
Key Services: In-house video ad production, Paid digital and social advertising, Social content creation, Social creator campaigns, Investor relations content, Newsletter and sponsorship creative
Industries Served: Asset management, ETF issuers, Fintech apps, Public companies, Investor relations
Notable Clients: Tuttle ETFs, Sandhill Markets, LionTree
Locations: Remote, United States, New York, United States
Pricing: No public rate card; quoted per scope
Great For: ETF issuers and asset managers growing AUM, Fintech apps targeting accredited investors, Firms needing investor-relations paid creative
Website: Bullish Studio
Quick Comparison Table
| Agency | Key Specialty | Starting Price | Best For |
|---|---|---|---|
| 1. VideoRep | Compliance-locked presenter-led video ads | Quote-based | Boutique wealth advisory firms |
| 2. Web Tonic | Full-Service Performance Marketing | USD $3,000/mo | Mid-market to Enterprise |
| 3. R17 Ventures | Asset-manager paid social creative at volume | Quote-based | Asset managers and private markets firms |
| 4. Nucco | Through-funnel asset-manager campaign creative | Quote-based | Global and institutional asset managers |
| 5. GOamplify | Compliant fund-launch video and paid creative | Quote-based | Regional asset managers and investment banks |
| 6. CORE.global | Global asset-manager campaign video and social | Quote-based | Global asset managers and investment funds |
| 7. Peregrine Communications | Fund and hedge-fund digital advertising creative | Quote-based | Hedge funds, private equity and asset managers |
| 8. Froth & Fur | Advisor-facing brand film and CTV commercials | Quote-based | Financial planning platforms and insurers |
| 9. Frankel Agency | RIA-facing fintech launch campaigns | Quote-based | RIA custodians and advisor-facing fintech |
| 10. HIFI Agency | Bank and fintech video and brand creative | Quote-based | Banks, credit unions and fintech platforms |
| 11. Multiply | High-volume fintech creative testing | Quote-based | Fintech and consumer investing apps |
| 12. Rickhouse | High-volume persona-driven UGC testing | Quote-based | Consumer investing and DTC performance brands |
| 13. Jives Media | Wealth-management paid creative and lead gen | Quote-based | Wealth management firms and RIAs |
| 14. Level Agency | Data-driven wealth management funnel creative | Quote-based | Independent wealth management firms |
| 15. M is Good | Values-based RIA brand and ad creative | Quote-based | New and niche-audience RIAs |
| 16. Inmediato | Compliance-aware fintech performance creative | USD $7,500/month | Regulated fintech and brokerage brands |
| 17. Collective Agency | Wealth-office paid social and search creative | Quote-based | Private wealth offices and advisory firms |
| 18. Slash Media | HNW-targeted Meta ad creative and testing | Quote-based | Wealth advisory and private banking firms |
| 19. The Launch Agency | Wealth advisory content-led ad creative | Quote-based | Wealth advisory and financial planning firms |
| 20. Clients Blackbox | Retirement-RIA branded video demand gen | Quote-based | Retirement-planning RIAs with $100M+ AUM |
| 21. Bullish Studio | Investor-audience video and paid creative | Quote-based | ETF issuers and asset managers targeting investors |
Frequently Asked Questions
Why does compliance change the creative brief here?
Because a claim that cannot be substantiated cannot be shot, let alone tested. Performance language, past returns and testimonial content all pass a review chain before media, so the agencies worth shortlisting design within those limits rather than presenting concepts that die in legal. VideoRep, GOamplify and Inmediato all position explicitly around compliance-locked production, which is a different discipline from consumer performance creative.
What does wealth management ad creative cost?
One of the twenty external agencies publishes a figure, an entry point around seven thousand five hundred dollars a month, and everyone else quotes per scope. Useful anchors sit on the asset and outcome side instead: a single UGC-style asset averages about one hundred and ninety-eight dollars before licensing, while financial services leads on Meta commonly run forty-five to one hundred and twenty dollars, averaging near fifty-eight dollars and seventy cents.
How much creative volume does a firm at scale need?
It scales with spend, not with assets under management. A brand spending fifty thousand dollars a month or more in paid social is generally expected to ship twenty to thirty or more new creatives monthly to sustain testing velocity, which is why the volume-testing shops here such as Multiply and Rickhouse exist. A single advisory practice spending a few thousand should instead protect a handful of well-tested angles.
What hook and hold rates should we hold ads to?
Twenty to twenty-five percent hook rate, meaning three-second views against impressions, and forty to fifty percent hold rate, meaning ThruPlay against those three-second views. Financial content routinely fails the first number because it opens with a firm name and a skyline. If a shortlisted agency cannot quote both metrics for its recent finance work, it is selling brand film rather than performance creative.
Institutional fund marketing or advisor-facing performance?
They are separate crafts and the split runs down this page. Nucco, CORE.global and Peregrine Communications evidence asset-manager and fund campaign work built for allocators and institutional audiences. Jives Media, Collective Agency, The Launch Agency and Clients Blackbox evidence advisor-facing lead generation for retirement and private client audiences. A firm doing both usually keeps one partner for each rather than asking either to stretch.
Choosing a Wealth Management Ad Creative Agency
Design inside the review chain. Concepts that cannot be substantiated never reach media, so the agency that saves you the most money is the one whose hooks clear compliance and platform policy first time rather than the one with the most cinematic reel.
Hold the opening three seconds to a number. Twenty to twenty-five percent hook rate and forty to fifty percent hold rate are the benchmarks, and finance creative that opens on a firm name and a skyline reliably misses both no matter what the production budget was.
Match volume to spend. Above fifty thousand dollars a month in paid social, twenty to thirty new creatives a month is the sustaining cadence, while a single advisory practice is better served protecting a few well-tested angles than commissioning a library.
Read the price signals honestly. One agency posts seven thousand five hundred dollars a month, leads in the category run forty-five to one hundred and twenty dollars, and a UGC asset averages about one hundred and ninety-eight dollars before licensing. If you want creative production, paid social and consultation-level reporting from one accountable team, read the latest analysis or book a call.
