Fintech & financial services marketing agency
Growth for fintechs, lenders, banks, wealth managers, insurers and funds — built around your compliance process, with search, press, paid media and investor marketing working together.
Tell us about your goals and we’ll follow up with next steps.
Soku AI
Why it matters
Financial buyers take longer to decide and check more sources before they act. They search your name, read the coverage, ask AI assistants which providers to trust and compare reviews — before they ever fill in a form.
Winning means showing up credibly at every step: compliant content that ranks and gets cited, earned media from publications they respect, and paid campaigns that respect platform rules for financial products.
How we help
One team across SEO, PR, paid media and capital — working inside your review and approval process.
Copy, landing pages and ads built for your compliance review — whether you’re a FINRA-regulated advisor, an SEC-registered fund or a licensed lender.
Get cited when prospects ask ChatGPT, Gemini and Google which fintech, lender or advisor to trust.
Guaranteed placements in business and financial media that make your brand credible on the first search.
Google and Meta campaigns set up for financial-services ad policies, with tracking from click to funded account.
Narratives, decks and investor introductions when you’re raising or launching a fund.
Introductions to channel partners, industry voices and finance creators who reach your buyers.
Who we work with
We bring playbooks proven across financial services, adapted to how each segment buys and how it’s regulated.
Results
$365Kraised after launchpad and investor introductions
684Kaudience reached, 200K+ views
22investor meetings booked in one week
*Funds raised by previous clients where Crowdcreate was the agency of record and played a pivotal role in the marketing of the company.
Network
Press coverage and the investors behind our clients — the proof financial buyers look for.
Logos represent investors in current and past Crowdcreate clients. No endorsement of Crowdcreate is implied.
Pricing
Every financial services marketing program is scoped after a strategy call, with a fixed monthly fee in writing before any work starts.
Yes. We build content and campaigns for your compliance review, follow platform policies for financial products, and keep an approval trail. Your compliance team always has final sign-off.
Fintech platforms, banks and credit unions, lenders, wealth managers and RIAs, insurers and insurtechs, funds and family offices, and crypto and Web3 companies.
Yes. We combine local and national SEO, AI search visibility, reviews and paid search to bring advisors qualified prospects.
Yes. We’ve run marketing and investor programs across Web3, including launchpad and investor introductions for ArkPad.
Yes — our capital advisory team helps with narrative, investor targeting and introductions.
Programs are scoped after a strategy call, with a fixed monthly fee in writing before any work starts.
Explore
Services
Let’s talk
Book a strategy call and we’ll show you how your brand shows up in search, AI answers and the press — and what to fix first.
