Scale Your Financial Service
With Your Ideal Clientele

We help financial planners, accountants and private investment firms grow their business with high net worth clientele.

Financial Service & Fintech Marketing

Create A Strong Online Foundation That Drives New Business

Financial service providers can benefit greatly from digital marketing. With the ability to target your ideal clientele you can maximize your investment and scale your business. We help financial advisor, lending firms, fintech companies create a roadmap to achieving your business goals. Even in a competitive marketplace we are able to drive consistent qualified leads and establish your business as an authority.

Get A Free Analysis Of Your Online Presence
financial advisor dc


Of Clients Start Their Financial Search Online


Of Clients Look At Reviews Of Their Financial Advisor


Increase In Leads Fintech Companies See From Blogging

Why Should I Use SRJ Digital For My Financial Service?

We Can Help

Grow Your Client base

With strategic online marketing we can grow your clients with your ideal demographic. We target your audience exactly where they are and drive the conversions you are looking for.

Industry Expertise

We understand what it takes for financial companies to succeed online. Our experience in the financial and fintech industries helps us to understand the regulatory landscape and compliance needs of financial professionals.

Research & Analysis

Through comprehensive research and insightful data analysis we are able to create strategic campaigns that target your ideal demographic. This improves conversions and reduces wasted spend.

No Contracts

With us you aren’t locked into any contracts waiting to see results. We make sure our results speak for themselves. We are committed to your practice and want to make sure you are satisfied.

We worked with a few agencies in the past but we weren't really impressed with the results. When we started working with SRJ Digital our practice really took off and we are very happy.

Thomas & Associates

Scale Your Business

SEO & Paid Ads

Google is the first place many of your customers will start looking for a solution. Through paid and organic marketing we will ensure your business is positioned as the ideal solution. Our proven strategies allow us to scale your business across different markets and consistently drive qualified leads.

Learn About Our SEO Services

Become A Trusted Authority

Reputation Management

To become a trusted financial advisor you must also have a strong reputation. Our financial reputation management services will take full control of your online brand across all platforms and then enhance it with continuous positive feedback from loyal customers.

Find Out How We Improve Your Reputation

Scale Your Business Fast With High Net Worth Clientele

L.E.A.N. Lead Generation

With our L.E.A.N. strategy we connect financial service providers and fintech companies with key stakeholders and decision makers in their industry to help them consistently win new business. If you are looking to have a full sales funnel of qualified sales appointments booked on your calendar for you then we can help.

Learn How We Keep Your Sales Funnel Full

Increase Conversions & Credibility

Financial Web Design

When customers find you online you want to make that your website inspires credibility. By having a professionally designed and secure website your visitors are much more likely to convert into customers if they find it fast, easy and trustworthy. Our web design team will create a website with an enjoyable user experience that drives conversions.

Discover The Benefits Of A New Website

Increase Referrals & Client Engagement

Email, SMS, Social & Chat

Referrals have always been a major source of new business for financial services, but digital marketing has revolutionized the industry. Now you can skyrocket your referrals through social media, email and sms campaigns. By leveraging technology you can engage with a much larger audience and create a consistent source of new business.

Learn How We Increase User Engagement

Areas Of Expertise

We work with a variety of different financial services and fintech companies.

Financial Advisors

We help financial advisors grow their client base with high net worth individuals.


We connect accountants and tax prep services to customers in need of their services.


We help fintech companies reach new customers and scale through strategic online marketing.

Banks & Brokerage Firms

We help small banks and brokerage firms grow their brand and scale their most profitable products & services.

Lending Companies

We help lending companies grow their business and build community relations.


We help insurance agents scale their business consistently and get an edge on their competition.

What They Are Saying…

Before we started working with SRJ Digital our online presence was minimal at best. Our website and marketing has made a huge differnece.

Ashton Law

I am very pleased with our improved marketing capabilities. We have seen an increase in our case load as well as more referrals.

Thompson & Associates

Our experience working with SRJ Digital has been exceptional. We have seen significant return on our monthly marketing and only plan to continue to grow.

SW Law

Finance & Fintech Marketing Insights

Ways Affiliate Marketing Can Help Fintech StartupsFinance
August 30, 2021

5 Ways Affiliate Marketing Can Help Fintech Startups

Fintech services will always be in demand, especially as there is a constant need for accessible money transfers, bills processing,…
Reputation Management Affects the Financial IndustryFinance
August 11, 2020

How Reputation Management Affects the Financial Industry

It’s not surprising to see companies paying money just to improve their reputation online. In fact, a lot of brands…
Digital Marketing Contributes to the Finance IndustryFinance
June 29, 2020

How Digital Marketing Contributes to the Finance Industry

The financial industry is one of the most successful sectors in the economy because it deals directly with financial services…

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Frequently Asked Questions

Do I need online marketing for my financial service or fintech company?

Yes, people are searching for financial services online and using fintech platforms more and more everyday. It is important to have a strong online presence to continue to thrive.

What services do I need?

The first step is to get a free audit of your online presence where we do a comprehensive assessment of your website, reputation, social media, rankings, and competition. We’ll also provide you actionable insights so you have a blueprint and a road map of exactly how we can achieve your goals. All we need is your url and an email to send it to. Get yours

What makes you different than other finance marketing companies?

We have experience growing financial services online so we understand the regulatory landscape. We are results focused and ensure that we are transparent and communicative throughout the process.

Does online marketing for finance services really work?

Yes in fact it is essential. All of your clients use the internet and if you want to continue to connect with them as technology becomes more pervasive then you need to have a strong online presence. Just take a look at your biggest competition and see if online marketing is working for them.

What kind of results can I expect?

Results depend on a few factors including your goals, budget and local market. Once you complete our audit and we have a call to hear about your goals and then we will provide our recommendations and a roadmap to achieving your goals so you will have timelines and accurate expectations.

How much does finance & fintech marketing cost?

Prices range dependent upon your services and what results you would like to achieve and how quickly. Our marketing packages start at $1000/mo and can scale up to enterprise levels dependent on your goals.

What does the monthly reporting and ongoing communication process look like?

All of our clients get comprehensive and easy to understand monthly reports that we can review with you. We ensure that you aware of the work done and results achieved that month and how we are progressing towards your goals. You can connect with us at anytime with questions and we ensure you get a response within 24 hours or less.

Is there a contract?

There are NO long term contracts. We do offer discounts for longer term agreements and some services we do recommend a 3 month period to accurately gauge results. But we never lock you into a contract that you are unaware of.