Best financial services marketing agencies for New York City brands

Published by Growth Partner Index Editorial Desk · Editorial policy

Financial services marketing covers fintech, banking, insurance and investing brands, where compliance review and trust shape every campaign.

7 financial services marketing agencies are listed below by published Growth Partner Confidence Score, led by inBeat, Creative Milkshake, Amsive. Each card shows where the agency is based.

The shortlist

Ranked by Growth Partner Confidence Score · New York City-area offices and remote agencies are labelled on each card

  1. 1
    inBeat logo
    inBeat88.5/10090 Broad St, 2nd Floor, New York, NY

    Consumer finance case: cross-channel creative and media testing for National Debt Relief (agency-reported). Source.

    Full profileVisit website$250k–$1M/mo

  2. 2
    Creative Milkshake logo
    Creative Milkshake76/100Based in Dubai, United Arab Emirates · US campaigns documented

    Fintech case: localized TikTok and Instagram creative for Wise, including the US market (agency-reported). Source.

    Full profileVisit website$10k–$50k/mo

  3. 3
    Amsive logo
    Amsive71/100 IndependentNew York, NY

    Banking case: growing new-to-bank checking households for Commerce Bank (agency-reported). Source.

    Full profileVisit website$10k–$50k/mo

  4. 4
    The Influencer Marketing Factory logo
    The Influencer Marketing Factory68/100 IndependentBased in Miami, FL · US campaigns documented

    Client testimonial from Live Oak Bank; ask about consumer-finance experience. Source.

    Full profileVisit websiteNot disclosed

  5. 5
    Tinuiti logo
    Tinuiti68/100 IndependentNew York, NY

    Consumer investing case: paid social, paid search and streaming TV acquisition for M1 Finance (agency-reported). Source.

    Full profileVisit websiteNot disclosed

  6. 6
    NoGood logo
    NoGood64/100 IndependentNew York, NY

    Names fintech among its vertical specialisms; ask for consumer-finance cases. Source.

    Full profileVisit websiteNot disclosed

  7. 7
    TubeScience logo
    TubeScience58/100 IndependentBased in Los Angeles, CA · remote option

    Client testimonial from consumer finance app Rocket Money. Source.

    Full profileVisit websiteNot disclosed

What to look for

  • Ask how compliance review fits into their creative timeline.
  • Ask for named financial-services cases.
  • Check experience with platform rules for financial ads.
  • New York teams expect Eastern-time cadence; ask remote agencies which hours their account lead covers.
  • Ask who handles compliance review for financial ads and how long approvals take for a New York City campaign.

How we picked

Each agency has a published Growth Partner Confidence Score and an official source documenting financial services marketing work, linked on its card. For this page, each agency has a documented consumer finance offer or case, such as banking, investing, fintech apps or debt relief. Agencies with a New York City-area office are labelled; the others are listed as remote options from their US location (or documented US campaigns) and client work, an editorial suitability judgement rather than a verified remote-service promise. Scores were not changed for this page, and results quoted from agency sources are self-reported.

Read the full Growth Partner Confidence Score methodology, or submit a correction if something here is wrong.

Frequently asked questions

What is different about financial services marketing?
Regulated claims, disclosures and longer approval cycles. Agencies need a process for compliance review built into production.
Are these agencies based in New York City?
inBeat (90 Broad St, 2nd Floor, New York, NY); Amsive (New York, NY); Tinuiti (New York, NY); NoGood (New York, NY) have an office in the area. The other agencies are included as remote options based on documented work. Each card shows the agency's actual base. Confirm availability and any in-person requirements.
Can a remote agency handle a New York City brief?
Usually, for strategy, media and most creative. New York teams expect Eastern-time cadence; ask remote agencies which hours their account lead covers.
How much do financial services marketing agencies charge?
Retainer-based; compliance-heavy work usually costs more time. Each profile lists the agency's disclosed budget band where available.
Can agencies pay to be listed or ranked?
No. Order follows the published Growth Partner Confidence Score. Growth Partner Index is owned by Fieldtrip; Fieldtrip, inBeat, 9AM and Creative Milkshake are affiliated and labelled on their cards.

Keep exploring

Ownership disclosure

Growth Partner Index is owned by Fieldtrip. Fieldtrip, inBeat, 9AM and Creative Milkshake are affiliated. Numbered order cannot be bought.