Financial + Business Advisor
Partnerships Built on Expertise & Trust

Financial marketing requires compliance, credibility, and strategic insight. Setup connects financial services and business advisory firms with specialized agencies that deeply understand wealth management, fintech, investment banking, and consulting—ensuring high-impact marketing that resonates in regulated markets.

"Setup lights a spark in brand-agency relationships. Their speed-dating approach to agency introductions and well-structured matchmaking process helped us quickly identify the right partners to support our evolving marketing initiatives."

— Mindy Zeh, Cardlytics

"Setup streamlined our agency search and saved us significant time and resources. Their expertise made the process effortless."

— David Arnett, Cherry Creek Mortgage

"In the ever-changing agency world, we have used Setup to help us connect with highly qualified agencies that we can trust and who can help support our specific needs, ensuring we find the best fit for our growth."

— Maureen Kelly, Hiscox USA

Financial + Business Advisor Success Stories

A fintech company partnered with Setup to expand its customer base and optimize marketing in a test market. Setup linked the brand with a creative agency to develop a campaign informing future national efforts.

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Boosting Social Engagement for a Global Specialty Insurer

A social-first agency used influencer-led campaigns to expand brand awareness among small businesses for a global insurer’s “Dream Business” initiative.

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Strengthening Digital Marketing for a Leading U.S. Fintech

A top payment tech firm leveraged Setup’s network to enhance content, paid media, and digital reach for sustained growth.

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Supporting a Fintech Leader’s Shift to B2B2C

Shifting to a B2B2C model, a fintech leader partnered with a growth agency for PR, social media, and influencer campaigns—boosting consumer visibility.

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Real Stories. Real Impact.

CMO Spotlight Series – Insights from Marketing Leaders

We’ve interviewed 100+ Chief Marketing Officers from top companies to uncover strategies, challenges, and successes in high-performing marketing teams. Explore firsthand insights into marketing innovation, leadership strategies, and brand growth.