Top Financial Services SEO Agencies: 2023

Our team analyzed 75+ agencies to select the top financial services SEO providers of 2023. We evaluated each company in our sample set using the following factors:

  • Notable Clients: Because of the complex nature of each specialty within financial services, experience is a strong indicator of ability to run a successful SEO campaign
  • Principal Experience Score – An evaluation of the agency’s experts and leadership, taking into account their years of experience in SEO and the quality of their previous work experience
  • Company Size: Size is not a direct indicator of skill, but larger companies often owe their success to strong client retention
  • Years in Business: SEO best practices have shifted, and most companies on this list will have experienced at least one downturn. A long track record is roughly correlated with competence
  • Headquarters: SEO companies that have access to the talent and culture of major cities are more likely to be plugged into the micro-fluctuations of Google’s algorithm

We also provide a brief description of the style of SEO each agency practices so you can match your company’s needs with the firm’s capabilities.

The Top Financial Services SEO Agencies

Rank Company Notable Clients Principal Experience Score Company Size Years in Business Headquarters Specialty
1 First Page Sage US Bank, Credit Sesame, SoFi, defi Solutions 5.0 100-250 14 San Francisco, CA Combining financial thought leadership & SEO to create sustainable lead generation systems
2 Yes& Agency  United Bank, Resources Global Professionals 4.4 51-100 5 Alexandria, VA Combining PR, Video Marketing, and SEO for financial services providers
3 TOP Agency Discover, Fidelity Investments, Oppenheimer Funds 4.6 150-200 5 Austin, TX Targeted message creation for financial services companies
4 CSTMR Lending Tree, SELFi, Credit Karma 4.6 11-50 9 Austin, TX Paid media advertising & digital experience design for fintech companies
5 Banktastic United Bank & Trust, US Bank, Flow Capital 3.4 11-50 25 Topeka, KS Full-service marketing for banks
6 Alaniz CuneXus, Alliance Credit Union 3.7 1-10 15 Novato, CA SEO-focused web development & branding services
7 Thiel Country Financial 4.1 11-50 42 Milwaukee, WI Brand building for financial services institutions through PR and SEO
8 ReachLocal Nelson Financial Planning 3.9 500+ 19 Woodland Hills, CA Geotargeted SEO for local financial services providers
9 RNO1 Highline, Amount, Spring Labs 3.3 11-50 14 Redwood City, CA Market research and UX design for Web3 and eCommerce startups.

First Page Sage

First Page Sage is the largest SEO agency in the US that focuses on the financial services industry. Their approach hinges on creating original thought leadership content that positions their clients at the forefront of important discussions in their industry. As a full-service agency, they also provide web development services and SME-staffed e-mail and social teams to ensure the success of each SEO campaign they execute.

First Page Sage is a good fit for financial services firms seeking to invest in lead generation that produces high long-term ROI. Their clients have spanned a broad range of business types, including banks, fintech SaaS companies, payment processors, and credit & loan companies.

  • Year Founded: 2009
  • Company Size: 100-250
  • Headquarters: San Francisco, CA
  • Additional Services: Web Design, Conversion Rate Optimization, Paid Search
Summary of Online Reviews
First Page Sage’s teams are “truly experts” in SEO, providing clients with service and content that is “above and beyond what other agencies can do” with a focus on “delivering marketing-qualified leads”.

Yes& Agency

Yes& Agency’s SEO services emphasize combining multiple marketing channels, using PR and video to supplement their SEO strategy. Their services are based on comprehensive market research and many of their campaigns are directed toward creating measurable loyalty among their clients’ customers.

One of Yes& Agency’s main distinguishing factors is their event planning services, making them particularly unique among financial services marketing agencies. This makes them a great fit for companies seeking to increase engagement with existing audiences through virtual or in-person events.

  • Year Founded: 2018
  • Company Size: 51-100
  • Headquarters: Alexandria, VA
  • Additional Services: Branding, Event Production, Graphic Design
Summary of Online Reviews
Yes & Agency is an “award winning firm” that uses “effective workflow, communicates consistently, and adjusts accordingly”.

TOP Agency

TOP Agency focuses on creating targeted messages, using a combination of SEO, influencer marketing, and traditional advertising to push that message across multiple channels. The multi-channel nature of their approach results in broad reaching campaigns, often generating millions of online impressions over the course of only a few hours.

As one might expect, these campaigns are costly, making them less appealing for long term lead generation. Financial services companies that are best suited for TOP’s approach are larger, established institutions that find themselves in need of a brand refresh.

  • Year Founded: 2018
  • Company Size: 150-200
  • Headquarters: Austin, TX
  • Additional Services: Traditional Advertising, Social Media Marketing, Influencer Marketing

Summary of Online Reviews
TOP Agency provides “professional marketing teams” which “prioritizes understanding their clients” to create “increased traffic.


CSTMR exclusively works with financial services providers and fintech companies. They utilize both paid and organic search, making them an ideal fit for customers who need to sacrifice long-term ROI for short-term lead generation, or are exploring new target markets.

CSTMR also offers robust UX design services for financial services companies in need of a website refresh. Combined with their PPC offerings, they’re a good choice for fintech startups or newer financial services firms.

  • Year Founded: 9
  • Company Size: 11-50
  • Headquarters: Austin, TX
  • Additional Services: Paid Search, Customer Acquisition, UX/Design
Summary of Online Reviews
CSTMR “brings a new perspective” that uses “regular communication and smooth collaboration” which “brings the client’s brand to life.


Banktastic is a marketing agency that works exclusively with banks and financial brands. Their services go beyond SEO, also offering video, advertising, branding, and social media marketing services to help financial services companies grow their customer base.

While Banktastic most often works with banks, credit unions, and accounting firms, they’ve recently expanded their clientele to include the fintech sector, indicating an intent to expand into larger markets.

  • Year Founded: 1998
  • Company Size: 11-50
  • Headquarters: Topeka, KS
  • Additional Services: Video Marketing, Branding, Social Media Marketing
Summary of Online Reviews
Banktastic is “excellent to work with,” using an “insightful and creative approach” to their clients needs, which have led to results which “have stood the test of time.


Alaniz combines SEO-focused web design with branding services. Their approach emphasizes the creative side of marketing and creating a unique visual identity for their clients. Alaniz also offers traditional ad buying services and ABM, but their small size means that they may lack the resources to handle campaigns for larger institutions with complex marketing needs.

  • Year Founded: 2008
  • Company Size: 1-10
  • Headquarters: Novato, CA
  • Additional Services: Web Design, Branding, Advertising
Summary of Online Reviews
Alaniz’s social media campaigns are the “best way to promote your business.” Their teams “build tools that really highlight clients” to improve their overall “market position and SEO” performance for their clients.


Thiel’s primary concern is brand building. They use both digital and print marketing in service of this goal, but a unique service they offer is “employee branding” services, in which they market to their clients’ employees rather than to potential customers. This practice can help provide their clients with greater internal stability and higher employee satisfaction. 

  • Year Founded: 1981
  • Company Size: 11-50
  • Headquarters: Milwaukee, WI
  • Additional Services: Branding, Employee Branding, Website Design
Summary of Online Reviews
Thiel’s marketing teams are “easily reachable” and specialize in transparent “project management and communication” which they use to “coherently articulate the company’s unique contributions.


ReachLocal specializes in providing geotargeted SEO for local businesses, working with wealth advisors, regional banks, and local accounting firms. Their campaigns can scale with their clients growth, expanding to meet their clients’ budget and needs.

Because ReachLocal places a greater emphasis on strategy development and technical implementation, the best fit for their services are smaller firms that have strong writers on staff.

  • Year Founded: 2004
  • Company Size: 500+
  • Headquarters: Woodland Hills, CA
  • Additional Services: Social Media Advertising, Paid Search, Youtube Advertising
Summary of Online Reviews
ReachLocal combines “the expertise of a large national organization with the focus of a smaller local agency” that uses “new tactics and new experiments” in order to “accomplish your goals.


RNO1 prioritizes design in their services, supplementing SEO with UX optimization and market research. . Their service begins with a deep dive into their client’s brand, exploring color schemes, typography, and graphics to create designs that make lasting impressions for their client’s target markets.

RNO1’s work in the financial services industry has focused on working with Web3 and fintech startups. They work well with newer companies who need assistance finding a market for their services, and don’t yet have a fully fledged brand identity.

  • Year Founded: 2009
  • Company Size: 11-50
  • Headquarters: Redwood City, CA
  • Additional Services: Branding, Website Design, VR/AR Experiences 
Summary of Online Reviews
RN01 is a “extremely responsive and exceptional” agency that uses “open communication and constant feedback” to create “increased engagement from users.
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