Compliant Growth for
Finance & Fintech.
Wealth management, RIAs, fintech platforms, accounting firms — we build compliant, high-trust marketing systems that attract qualified clients and assets under management without touching regulatory landmines.
Real Clients. Real Numbers.
Every case study below is a real engagement — no inflated projections, no cherry-picked outliers.
Pinnacle Wealth Advisors — RIA, $800M AUM
Stagnant AUM growth despite strong performance. No digital presence beyond a basic website. Referral-only pipeline with no scalable acquisition channel. Compliance team blocking most marketing ideas.
Built a compliant content authority strategy — educational video series, SEO-optimized thought leadership, and LinkedIn ABM targeting HNW prospects. AUM grew $220M in 14 months with zero compliance flags.
ClearPath Fintech — B2C Lending Platform
High CPL from broad paid search with poor loan completion rates. Needed to attract qualified borrowers with strong credit profiles, not just volume.
Rebuilt targeting with credit-intent signals, lookalike audiences from funded loan data, and a multi-step pre-qualification funnel. CPL dropped 52%, funded loan volume up 3.4x in 6 months.
Hartwell & Co. — Regional Accounting Firm
Losing high-value business clients to larger national firms. No differentiation strategy. Website generating zero leads. Tax season spikes with dead summers.
Launched a year-round B2B content and LinkedIn outreach program targeting CFOs and business owners. Positioned as the boutique alternative to Big 4. New business revenue up 2.6x in year one.
Pick Your Growth Tier
No hidden fees. No lock-in contracts. Cancel anytime — though our clients rarely do.
Foundation
For independent advisors and small firms building their first compliant digital presence.
- Compliance-reviewed website content
- Local SEO for financial services
- Google Ads management (up to $4K spend)
- LinkedIn profile optimization
- Monthly performance reporting
- Dedicated account manager
Authority
For established firms ready to scale AUM or client acquisition systematically.
- Full content authority strategy
- LinkedIn ABM campaigns (HNW targeting)
- Google & YouTube Ads (up to $12K spend)
- Thought leadership video production
- Compliance review on all creative
- Lead nurture email sequences
- Bi-weekly strategy sessions
Enterprise
For multi-advisor firms, RIAs, and fintech platforms targeting aggressive growth.
- Everything in Authority
- Multi-channel programmatic campaigns
- Custom CRM & Salesforce integration
- Dedicated compliance liaison
- Podcast & webinar production
- Investor relations content
- Weekly executive reporting
- Priority strategy access
All plans include onboarding, strategy session, and 30-day performance guarantee. Enterprise pricing available on request.
Ready to Dominate
Financial Services?
Take our 60-second assessment and we'll match you to the exact growth tier built for your business — pre-filled for Financial Services so you skip the generic questions.
Senior Strategists.
Real Accountability.
AdHive's AI systems are powerful — but they don't operate alone. Every campaign, every optimization, and every dollar of client spend is directed, audited, and refined by senior human strategists with backgrounds at the world's top agencies including Ogilvy, WPP, BBDO, and Publicis. Our humans set the strategy, the AI executes at scale, and our team holds the line on quality, compliance, and results.
Marcus Ellroy
Chief Strategy OfficerFormer VP of Growth at Ogilvy; 14 years scaling enterprise brands across 22 markets.
Priya Nandakumar
Head of Performance MediaEx-WPP performance lead; audits every AI-generated campaign before it touches a live budget.
Jordan Calloway
Director of Brand SafetyBuilt compliance frameworks for Fortune 500 advertisers at BBDO before joining AdHive.
Lena Hartmann
Senior AI StrategistTrained ML systems at Google before pivoting to applied AI in paid media and content strategy.
Rafael Souza
VP of Client SuccessManaged $200M+ in annual ad spend at Publicis; obsessed with attribution and retention.