Meaningful results for Financial Services Firms

Mindtap Marketing helps financial advisors, wealth management, and financial services firms attract, engage, and convert prospects into loyal clients. Founded in 2014 as a general digital marketing agency we found early success serving clients like United Capital, Swell Investing, and Carter Financial Management, eventually narrowing our focus to financial services.

 

We are an award-winning HubSpot Partner and Google Ads certified agency, and allied member of the North American Financial Services Association (NAPFA). We offer services such as website design and development, content strategy, Local SEO, marketing automation, and full-service inbound marketing programs. We're well-versed in FINRA, and SEC regulations, as well as working with legal and regulatory departments through the review process.

 

We offer a free digital marketing evaluation to prospective clients, and would be happy to discuss your current opportunities and challenges with you.

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$1,000+
$100 - $149 / hr
2 - 9
Founded 2014
Frisco, TX
headquarters

Focus

Service lines
15%
15%
10%
10%
10%
10%
10%
10%
10%
Web Design
Web Development
Content Marketing
Client focus
65%
25%
10%
Small Business (<$10M)
Midmarket ($10M - $1B)
Enterprise (>$1B)
Industry focus
100%
Financial services
Frameworks and CMS
60%
40%
PPC Focus
80%
12%
4%
4%
Programming & Scripting
35%
35%
30%
SEO Focus
40%
25%
20%
10%
5%

Portfolio

Key clients: 

United Capital Swell Investing Carter Financial Management Cantrill Financial Group Jet Capital Balance Credit

Reviews