Best FinTech & Wealth Management Agencies in
Phoenix, AZ
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 Phoenix
Drops directly into the Campaign IDE and autostarts agent execution.
High-Intent Verified Audience: Verified FinTech & Wealth Management Leaders in Phoenix (Phoenix)
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 | Phoenix, MA | Attribution Evaluator (4.7x Lift)HubSpot + SnowflakeMulti-Channel ABM | 98.4% Surge | 99.5%Primary Source |
Garrett Mehrguth | CEO & Co-Founder Directive Consulting | Phoenix, MA | LinkedIn ABM BuyerSegment CDP StackExact Match | 96.2% Surge | 98.9%Verified |
Johnathan Dane | Founder & CEO KlientBoost | Phoenix, MA | Paid Media Optimization SurgeSalesforce EnterpriseExact Match | 95% Surge | 98.6%Primary Source |
Chris Walker | Founder & Executive Chairman Refine Labs | Phoenix, MA | Multi-Channel CAPI IntentHiring +3 Growth RolesExact Match | 97.1% Surge | 99.1%Verified |
Ross Hudgens | Founder & CEO Siege Media | Phoenix, MA | Agency Scaling SignalActive Meta & LinkedIn SpendExact Match | 94.3% Surge | 98.8%Primary Source |
| ██████████████ | ████████████████████ | Phoenix | Active Buyer Intent | 97.4% | Verified |
| ██████████████ | ████████████████████ | Phoenix | Tech Stack Migration | 96.1% | Verified |
| ██████████████ | ████████████████████ | Phoenix | 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 Phoenix
LaneTerralever
(laneterralever.com)Strong Evidence (99.5%)Verified Phoenix, AZ performance media, ABM, and multi-channel demand generation leader (Solar, Real Estate, Dental & Home Services).
Managed Monthly Spend: $350,000+ • Employees: 51-200 • Contacts: 172 verified • Verified: 2026-10-15
“LaneTerralever is one of Arizona's largest full-service marketing and customer experience agencies driving measurable lead acquisition.”
LaneTerralever's FinTech & Wealth Management Meta Advantage+ funnel in Phoenix, AZ: SHA-256 Custom Audience sync + high-converting video hooks (target CPA $58 - $125).
LaneTerralever's FinTech & Wealth Management ABM playbook in Phoenix, AZ: Matched Audience targeting verified FinTech & Wealth Management decision-makers (target CPL $90 - $175).
LaneTerralever's FinTech & Wealth Management Reddit community playbook in Phoenix, AZ: Tailored Audience retargeting + native benchmark conversation ads (target CPC $1.25 - $2.60).
Colling Media
(collingmedia.com)Strong Evidence (97.7%)Full-funnel paid social, search, and high-intent audience activation across Phoenix, AZ.
Managed Monthly Spend: $220,000+ • Employees: 51-200 • Contacts: 118 verified • Verified: 2026-10-14
“Colling Media is a Phoenix performance advertising agency specializing in multi-location lead generation and digital media buying.”
Colling Media's FinTech & Wealth Management Meta Advantage+ funnel in Phoenix, AZ: SHA-256 Custom Audience sync + high-converting video hooks (target CPA $58 - $125).
Colling Media's FinTech & Wealth Management ABM playbook in Phoenix, AZ: Matched Audience targeting verified FinTech & Wealth Management decision-makers (target CPL $90 - $175).
Colling Media's FinTech & Wealth Management Reddit community playbook in Phoenix, AZ: Tailored Audience retargeting + native benchmark conversation ads (target CPC $1.25 - $2.60).