Top Financial services Email Marketing & Automation Companies

Discover Email Marketing & Automation companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

2,741 Companies

Top Financial services Email Marketing & Automation Companies

MadrivoProfile set up by Edverise AI
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Madrivo is a marketing agency focused on performance that specializes in multichannel customer acquisition strategies. Our distinctive offerings include a curated network of trusted traffic sources that honor your brand while providing high-quality, high-converting customers.
Highlights
$1,000+
Min Project Size
50-249
Employees
Las Vegas, Nevada, Us
Services Provided
70% Affiliate Marketing Program Management
30% Email Marketing & Automation
AI Summary
“Madrivo is a performance-driven marketing agency specializing in multichannel customer acquisition, leveraging a curated network of trusted traffic sources to deliver high-quality, converting customers.”
Creative Marketing Engine - Out of BusinessProfile set up by Edverise AI
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We connect you to the online world with a clear STRATEGY. By taking a cohesive approach to your website, copywriting, sales pages, email marketing, blog content, and LinkedIn outreach, your ideal audience will recognize that you offer the solutions they need. Reduce the number of unsuitable leads an
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Baltimore, Maryland, Us
Services Provided
40% Digital Strategy
30% Email Marketing & Automation
15% Social Media Marketing
15% Content Marketing Strategy
AI Summary
“Creative Marketing Engine offers integrated digital marketing services including strategy, web design, email, social media, and content creation to attract and convert ideal audiences effectively.”
Fintech DigitalProfile set up by Edverise AI
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Crypto Banking Marketing for Regulated and Growth Stage Financial Brands Fintech Digital is your dedicated fintech marketing ally, assisting banking and crypto brands in enhancing customer acquisition, SEO visibility, and establishing product credibility. Our focus is on delivering measurable growth
Highlights
$25,000+
Min Project Size
$150+/hr
Avg Hourly Rate
10-49
Employees
Chicago, Illinois, Us
Services Provided+5 Services
3% Other Digital Marketing
7% Email Marketing & Automation
5% Social Media Marketing
10% Search Engine Optimization (SEO)
AI Summary
“Fintech Digital specializes in marketing solutions for banking, fintech, and crypto brands, driving growth through compliance-focused, conversion-driven strategies and inbound marketing expertise.”
LayupProfile set up by Edverise AI
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Layup is a growth agency focused on expanding the investor pipeline for registered investment advisors (RIAs), funds, and asset managers. Many financial services companies miss out on significant assets under management (AUM) because their marketing strategies are not designed for conversion. Layup
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Denver, Colorado, Us
Services Provided+2 Services
5% Other Digital Marketing
18% Content Marketing Strategy
15% Email Marketing & Automation
7% Search Engine Optimization (SEO)
AI Summary
“Layup is a growth agency specializing in converting online interest into investor meetings for financial firms, using tailored marketing strategies that guarantee results within 90 days or service is free.”
STRATEGIESProfile set up by Edverise AI
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**Lifecycle Strategy:** We create lifecycle marketing and CRM systems that utilize customer data to drive ongoing growth. We begin by analyzing your customer lifecycle and then leverage email and marketing automation to activate it—ensuring your marketing functions as a cohesive system. Our goal is
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Saint-Jean-sur-Richelieu, Quebec, Ca
Services Provided
40% Email Marketing & Automation
10% Digital Strategy
50% CRM Consulting and SI
AI Summary
“Strategies specializes in lifecycle marketing and CRM systems, integrating customer data to optimize engagement, retention, and revenue across diverse platforms, industries, and customer journeys.”
Caliber Media Co.Profile set up by Edverise AI
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Caliber Media is a diverse media company designed for brands aiming to connect with engaged audiences—those actively seeking better job opportunities, innovative tools, and improved financial prospects. We function at the convergence of email, digital content, and tailored experiences, providing adv
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Arlington, Virginia, Us
Services Provided
32% Email Marketing & Automation
18% Content Marketing Strategy
50% Event Marketing
AI Summary
“Caliber Media connects brands with engaged audiences through email advertising, digital content, and curated experiences, enabling measurable results and meaningful engagement across multiple channels.”
Topo GrowthProfile set up by Edverise AI
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Topo Growth Consulting assists eCommerce and B2B businesses in profitably increasing their revenue through strategic and data-driven marketing initiatives. Established by former leaders in Google Ads, we focus on paid media, lifecycle marketing, and analytics, emphasizing customer lifetime value, op
Highlights
$1,000+
Min Project Size
2-9
Employees
Mill Valley, California, Us
Services Provided
60% Pay Per Click
30% Email Marketing & Automation
10% Digital Strategy
AI Summary
“Topo Growth Consulting helps eCommerce and B2B businesses grow profitably with data-driven marketing, paid media, lifecycle strategies, and analytics focused on sustainable, value-driven outcomes.”
CSTMRProfile set up by Edverise AI
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For over ten years, CSTMR has established itself as a reliable agency for fintech and financial services companies across various sizes and stages. Our clients count on our expertise and knowledge to create unique brands, boost revenue, enhance visibility, and optimize marketing effectiveness. We sp
Highlights
$50,000+
Min Project Size
$150+/hr
Avg Hourly Rate
10-49
Employees
Bee Cave, Texas, Us
Services Provided+9 Services
7% Search Engine Optimization (SEO)
8% Content Marketing Strategy
7% Email Marketing & Automation
5% Social Media Marketing
AI Summary
“CSTMR is a seasoned marketing agency specializing in fintech and financial services, delivering tailored, multi-channel strategies that enhance brand visibility, revenue, and customer engagement globally.”
lockeand.coProfile set up by Edverise AI
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We integrate top-notch growth marketing tools and strategies with our extensive knowledge of customer behavior, market trends, and data analytics to create focused, revenue-boosting, and scalable growth marketing initiatives. Our primary objective is to generate higher quality leads for your startup
Highlights
2-9
Employees
Kingston, Ontario, Ca
Services Provided+8 Services
3% Blockchain Marketing
8% Content Marketing Strategy
5% Conversion Rate Optimization (CRO)
8% Digital Strategy
AI Summary
“lockeand.co is a Canadian growth marketing agency offering digital marketing and business consulting services focused on scalable lead generation and revenue growth for startups and financial clients.”
Sumeru IncProfile set up by Edverise AI
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Sumeru is a worldwide conglomerate headquartered in Los Angeles, offering a variety of specialized services and consultancy in IT talent augmentation and digital transformation. Since its inception in 2002, we have assisted businesses globally in transforming their digital environments. **AR/VR &
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
50-249
Employees
Los Angeles, California, Us
Services Provided+1 Services
33% Email Marketing & Automation
18% Other Digital Marketing
22% CRM Consulting and SI
20% IT Staff Augmentation
AI Summary
“Sumeru Inc. is a global IT consultancy and talent augmentation firm providing AR/VR solutions, Salesforce expertise, digital marketing, and IT services since 2002, serving diverse industries worldwide.”

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