Best FinTech & Wealth Management Agencies in
Boston, MA
CFO treasury software adoption, RIA client acquisition, and compliant financial services growth. Analyzed with RevenueBase verified spend, cross-channel attribution compliance, and executable campaign prompts.
Campaign IDE Prompt Engine
Pre-seeded with verified agency intelligence for FinTech & Wealth Management in Boston
Drops directly into the Campaign IDE and autostarts agent execution.
High-Intent Verified Audience: Verified FinTech & Wealth Management Leaders in Boston (Boston)
3,450 verified decision-makers scored by statistical intent lift, technographic footprint & hiring velocity.
LinkedIn Ads
$70 – $135 CPLVerified partners, medical directors, and executives convert at 3.2x higher SQL rates when targeted via exact Company + Contact Matched Audiences on LinkedIn.
Meta Ads
$45 – $88 CPLUploading verified work emails and phone numbers unlocks high-intent retargeting and 1% lookalike expansion across Instagram and Facebook feeds.
Reddit Ads
$40 – $80 CPLEngages practitioners researching peer reviews, software replacements, and vendor comparisons in high-signal vertical communities.
| Contact / Decision-Maker | Job Title & Firm | Location | Active High-Intent Signals | Intent Score | Evidence / Email |
|---|---|---|---|---|---|
Eric Siu | CEO & Founder Single Grain | Boston, MA | Attribution Evaluator (4.7x Lift)HubSpot + SnowflakeMulti-Channel ABM | 98.4% Surge | 99.5%Primary Source |
Garrett Mehrguth | CEO & Co-Founder Directive Consulting | Boston, MA | LinkedIn ABM BuyerSegment CDP StackExact Match | 96.2% Surge | 98.9%Verified |
Johnathan Dane | Founder & CEO KlientBoost | Boston, MA | Paid Media Optimization SurgeSalesforce EnterpriseExact Match | 95% Surge | 98.6%Primary Source |
Chris Walker | Founder & Executive Chairman Refine Labs | Boston, MA | Multi-Channel CAPI IntentHiring +3 Growth RolesExact Match | 97.1% Surge | 99.1%Verified |
Ross Hudgens | Founder & CEO Siege Media | Boston, MA | Agency Scaling SignalActive Meta & LinkedIn SpendExact Match | 94.3% Surge | 98.8%Primary Source |
| ██████████████ | ████████████████████ | Boston | Active Buyer Intent | 97.4% | Verified |
| ██████████████ | ████████████████████ | Boston | Tech Stack Migration | 96.1% | Verified |
| ██████████████ | ████████████████████ | Boston | Expansion Velocity | 95.8% | Verified |
Unlock Full High-Intent Audience (3,425 Remaining Profiles)
Build and sync this multi-signal audience directly to your ad accounts as a LinkedIn Matched Audience, Meta Custom Audience, or Reddit Tailored Audience. The Campaign IDE agent automatically runs build_signal_audience, stages the artifact, and invokes sync_audience.
Verified FinTech & Wealth Management Specialists in Boston
Digitas North America
(digitas.com)Strong Evidence (98.8%)Verified Boston, MA performance media, ABM, and multi-channel demand generation leader (BioTech, MedTech, AI & Enterprise SaaS).
Managed Monthly Spend: $350,000+ • Employees: 1,001-5,000 • Contacts: 2654 verified • Verified: 2026-10-15
“Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks.”
Digitas North America's FinTech & Wealth Management Meta Advantage+ funnel in Boston, MA: SHA-256 Custom Audience sync + high-converting video hooks (target CPA $58 - $125).
Digitas North America's FinTech & Wealth Management ABM playbook in Boston, MA: Matched Audience targeting verified FinTech & Wealth Management decision-makers (target CPL $90 - $175).
Digitas North America's FinTech & Wealth Management Reddit community playbook in Boston, MA: Tailored Audience retargeting + native benchmark conversation ads (target CPC $1.25 - $2.60).
Refine Labs
(refinelabs.com)Strong Evidence (98.2%)Full-funnel paid social, search, and high-intent audience activation across Boston, MA.
Managed Monthly Spend: $220,000+ • Employees: 51-200 • Contacts: 142 verified • Verified: 2026-10-14
“Refine Labs is the B2B demand generation and revenue engine consultancy built for high-growth SaaS companies.”
Refine Labs's FinTech & Wealth Management Meta Advantage+ funnel in Boston, MA: SHA-256 Custom Audience sync + high-converting video hooks (target CPA $58 - $125).
Refine Labs's FinTech & Wealth Management ABM playbook in Boston, MA: Matched Audience targeting verified FinTech & Wealth Management decision-makers (target CPL $90 - $175).
Refine Labs's FinTech & Wealth Management Reddit community playbook in Boston, MA: Tailored Audience retargeting + native benchmark conversation ads (target CPC $1.25 - $2.60).