Investment & Wealth Management SEO ROI

Investment firms such as wealth advisories, fund managers, and fintech companies placed within our top 10 highest ROI among all our client groups between 2015 and 2017, with $2M / year in new, net revenue as a direct result of our SEO campaigns. (Note: real estate investment companies were counted separately in our research; they rank #1 in ROI amongst all industries surveyed.)

Typically, these clients targeted qualified investors, high net worth individuals, philanthropic organizations, and family offices. Our strategy to garner their interest was to create financial forecasts, detailed FAQs within specific categories (e.g. how the Trump tax plan is likely to affect their investments), landing pages around popular ETFs and mutual funds, and white-paper-style analyses of complex financing or investing situations. Often, the leads we got came in the form of questions rather than direct inquiries to the firm; however, the individuals asking the questions were in our target audience and therefore converted at a high rate. You can read more about our thought leadership strategy here.


Organic Traffic Growth

Other relevant SEO stats for investment and wealth management firms:

  • Average bounce rate: 30%
  • Average time on site: 4:56
  • Landing page conversion rate2: 1.9%

1 ROI is calculated by taking new revenue directly attributable to our organic SEO campaign within the 3 year period (including revenue from new customers’ referrals and upsells), then subtracting marketing costs and estimated COGS + overhead allocation. We used a 3 year period to account for longer sales cycles and the typical time frame required to see an accurate return from an organic SEO campaign. The last 2 quarters of 2017 are projected.

2 Conversion rate refers to the percentage of new SEO visitors who convert to a sales lead within 30 days of landing on the client’s website from a Google search results page