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RevenueBase Vertical Audit • FinTech & Wealth Management

Best FinTech & Wealth Management Agencies in
Minneapolis, MN

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.

Meta CPA Benchmark
$58 - $125
LinkedIn CPL Benchmark
$90 - $175
Reddit CPC Benchmark
$1.25 - $2.60
FinTech & Wealth Management Campaign IDE DirectivePre-loaded • Click Go to Launch

Campaign IDE Prompt Engine

Pre-seeded with verified agency intelligence for FinTech & Wealth Management in Minneapolis

RevenueBase Verified (98.8% Evidence)M90 13400+ Signals Mined
Editable prompt • Passes directly to IDE agent
Quick Add:

Drops directly into the Campaign IDE and autostarts agent execution.

Verified Primary Feed1,280 Active High-Intent Surge (7-Day)Rolling 30-Day Freshness

High-Intent Verified Audience: Verified FinTech & Wealth Management Leaders in Minneapolis (Minneapolis)

3,450 verified decision-makers scored by statistical intent lift, technographic footprint & hiring velocity.

Active High-Intent Signal Clusters (Click to Filter / Combine for Ad Sync)
Noisy-OR Multi-Signal Confidence • 3 of 4 clusters active
Recommended Advertising Platforms for This Audience
Ranked by identity match rate, deal size fit & historical CPL
★ #1 Primary Channel (Highest Decision-Maker Precision)96% Fit

LinkedIn Ads

$70 – $135 CPL
86% Company + Contact Match
Format: Matched Audience ABM + Native Lead Gen Form

Verified partners, medical directors, and executives convert at 3.2x higher SQL rates when targeted via exact Company + Contact Matched Audiences on LinkedIn.

#2 Best for Omnichannel Video & Custom Audience Scale91% Fit

Meta Ads

$45 – $88 CPL
73% Verified Email + Phone Match
Format: Advantage+ Custom Audience Video + CAPI Offline Conversion Sync

Uploading verified work emails and phone numbers unlocks high-intent retargeting and 1% lookalike expansion across Instagram and Facebook feeds.

#3 High-Intent Professional Community Overlay83% Fit

Reddit Ads

$40 – $80 CPL
61% Tailored Audience Match
Format: Conversation Ads + Tailored Audience Exclusion/Inclusion

Engages practitioners researching peer reviews, software replacements, and vendor comparisons in high-signal vertical communities.

Free Preview (5 of 3,450 High-Intent Profiles • 25 in Free CSV)✓ Free sample unmasked • Export 25-row CSV with emails & phones above
Contact / Decision-MakerJob Title & FirmLocationActive High-Intent SignalsIntent ScoreEvidence / Email
Eric Siu
CEO & Founder
Single Grain
Minneapolis, MA
Attribution Evaluator (4.7x Lift)HubSpot + SnowflakeMulti-Channel ABM
98.4% Surge
99.5%Primary Source
Garrett Mehrguth
CEO & Co-Founder
Directive Consulting
Minneapolis, MA
LinkedIn ABM BuyerSegment CDP StackExact Match
96.2% Surge
98.9%Verified
Johnathan Dane
Founder & CEO
KlientBoost
Minneapolis, MA
Paid Media Optimization SurgeSalesforce EnterpriseExact Match
95% Surge
98.6%Primary Source
Chris Walker
Founder & Executive Chairman
Refine Labs
Minneapolis, MA
Multi-Channel CAPI IntentHiring +3 Growth RolesExact Match
97.1% Surge
99.1%Verified
Ross Hudgens
Founder & CEO
Siege Media
Minneapolis, MA
Agency Scaling SignalActive Meta & LinkedIn SpendExact Match
94.3% Surge
98.8%Primary Source
██████████████████████████████████MinneapolisActive Buyer Intent97.4%Verified
██████████████████████████████████MinneapolisTech Stack Migration96.1%Verified
██████████████████████████████████MinneapolisExpansion Velocity95.8%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.

Includes high-intent signal weights•Credit card required at checkout•Drops straight into Campaign IDE

Verified FinTech & Wealth Management Specialists in Minneapolis

Carmichael Lynch

(carmichaellynch.com)Strong Evidence (98.8%)

Verified Minneapolis, MN performance media, ABM, and multi-channel demand generation leader (Medical Devices, Healthcare, Manufacturing & Retail).

Managed Monthly Spend: $350,000+ • Employees: 201-500 • Contacts: 288 verified • Verified: 2026-10-15

“Carmichael Lynch is a Minneapolis integrated marketing and media agency driving unfair share of attention for leading brands.”

Verified Result
-48% CAC / 3.8x Pipeline
Minneapolis Medical Devices Leader
Meta Strategy:

Carmichael Lynch's FinTech & Wealth Management Meta Advantage+ funnel in Minneapolis, MN: SHA-256 Custom Audience sync + high-converting video hooks (target CPA $58 - $125).

LinkedIn Strategy:

Carmichael Lynch's FinTech & Wealth Management ABM playbook in Minneapolis, MN: Matched Audience targeting verified FinTech & Wealth Management decision-makers (target CPL $90 - $175).

Reddit Strategy:

Carmichael Lynch's FinTech & Wealth Management Reddit community playbook in Minneapolis, MN: Tailored Audience retargeting + native benchmark conversation ads (target CPC $1.25 - $2.60).

Colle McVoy

(collemcvoy.com)Strong Evidence (98.5%)

Full-funnel paid social, search, and high-intent audience activation across Minneapolis, MN.

Managed Monthly Spend: $220,000+ • Employees: 201-500 • Contacts: 264 verified • Verified: 2026-10-14

“Colle McVoy is a full-service creative, media, and B2B growth agency based in Minneapolis, Minnesota.”

Verified Result
4.1x ROAS
Minneapolis, MN Growth Portfolio
Meta Strategy:

Colle McVoy's FinTech & Wealth Management Meta Advantage+ funnel in Minneapolis, MN: SHA-256 Custom Audience sync + high-converting video hooks (target CPA $58 - $125).

LinkedIn Strategy:

Colle McVoy's FinTech & Wealth Management ABM playbook in Minneapolis, MN: Matched Audience targeting verified FinTech & Wealth Management decision-makers (target CPL $90 - $175).

Reddit Strategy:

Colle McVoy's FinTech & Wealth Management Reddit community playbook in Minneapolis, MN: Tailored Audience retargeting + native benchmark conversation ads (target CPC $1.25 - $2.60).

Target Keywords & Intent Signals for FinTech & Wealth Management in Minneapolis

fintech marketing agency Minneapoliswealth management lead generation Minneapolisb2b fintech abm agency Minneapolisfinancial advisor meta ads Minneapolis

Top FinTech & Wealth Management Agencies in Other Cities & States (36 Markets)

Top FinTech & Wealth Management Agencies in Minneapolis | RevenueBase Verified | Synter