Paid ads are the fastest way for a financial brand to win new customers. They are also the fastest way to lose an ad account, because every platform has strict rules for money products. We run the accounts day to day, check each ad against the rules first, and judge the work by funded accounts.
When paid ads management fits
- Your ads get clicks, but few of them turn into funded accounts
- Ads keep getting disapproved and nobody can say why
- You can’t tie a deposit back to the ad that drove it
- You want to add a platform whose rules for financial ads you haven’t met yet
Which ad platforms we run
Google, Meta and LinkedIn carry most of the accounts we manage. Other platforms come in where the product and the license fit. Each one has its own rules for financial ads, and each page below lists them.
| Platform | Where it fits |
|---|---|
| Google Ads | People who are searching for a product now. We run Search, Display, YouTube and Performance Max. |
| Meta Ads | Facebook and Instagram, with creative tested in volume and audiences built from funded-account data. |
| LinkedIn Ads | B2B fintech and wealth brands with a long sales cycle. |
| Microsoft Ads | Search ads on Bing, where the product and the license fit. |
| Reddit Ads | Community audiences, where the product and the license fit. |
| TikTok Ads | Short video for licensed apps. It rarely suits regulated brokers. |
| Taboola Ads and Outbrain Ads | Native ads on news and content sites, where the product and the license fit. |
How we run a paid ads account
Every campaign feeds one measurement layer. We use Enhanced Conversions and server-side tagging where the engagement supports it. A funded account that closes days after the click still ties back to the ad that drove it.
Before anything goes live, each ad gets a review against the platform’s policy. We have had financial ads rejected ourselves. We worked out why, and built our pre-launch review from what we learned.
One channel run well beats five run carelessly. So we tell you which platforms fit your product before we take a budget.
What we measure
| What we measure | What it tells you |
|---|---|
| Cost per qualified lead | What you pay for a lead your sales team would accept. |
| Cost per FTD | What you pay for a first-time deposit. |
| Cost per funded account | What you pay for an account with money in it. |
| KYC completion rate after the click | How many sign-ups finish their identity checks. |
| Click-through rate and cost per click | Checks along the way. They are never the headline. |
Prices
Plans start at $2,500 a month, plus ad spend. You pay the platforms directly. See our prices for what each plan includes, or ask for a free audit and get three written fixes within two business days.
B2B marketing commentary. Not legal or investment advice. Results vary and are not guaranteed.