FINANCE MARKETING AGENCY
WE POWER FINANCE BRANDS
Meet the financial marketing experts who transform data into stories, insights into action, and audiences into customers.
Our clients
FINANCE FOCUS AREAS
Bank Marketing
From brick-and-mortar behemoths to lean digital-only neobanks, we know bank marketing inside and out.
Fintech Marketing
We have deep experience in both B2B and B2C fintech marketing—with a clientele ranging from accounting to crypto, cash management to compliance.
Insurance Marketing
Whether you’re marketing home, auto, life, or even pet insurance, we’ve got you covered from lead generation to conversion.
Personal Finance Marketing
We love all things personal finance, and have worked closely with consumer firms, debt relief companies, personal finance influencers, and more.
A FINANCE MARKETING AGENCY IS BORN
It all started when our CEO and founder Ben Kaplan launched his first book, How to Go to College Almost For Free. The book—which outlined personal finance strategies for students—was promoted in thousands of media placements, including The Oprah Winfrey Show and Good Morning America. Ben later wrote a weekly personal finance column, Scholars and Dollars, that was based at The Oregonian (Portland’s daily newspaper) and syndicated nationwide.
We helped one early TOP Agency client, Propy, to publicize the first ever real estate transfer on the blockchain. As pioneers in tokenized real estate, they needed help telling a complex story in a way that felt intuitive and trustworthy. We crafted a media narrative around speed, transparency, and security—positioning Propy as the future of real estate transactions.
Then came Monifi, a bold digital banking initiative from MidFirst Bank. As a brand-new product in a crowded fintech space, Monifi needed a clear value proposition and a differentiated voice. We helped launch the brand, blending the credibility of a traditional bank with the agility and appeal of a next-gen personal finance tool.

Brand Book for M&T
With M&T Bank, among the top 20 banks in the U.S., the challenge was scale and nuance. Serving a wide-ranging customer base across diverse communities, M&T turned to us for help building trust at the local level. We led community interviews and surveys, developed community-specific brand guidelines, and produced multilingual educational assets that reflected the voices of those they served.
For Freshbooks, the goal was reach and relatability. As a well-known accounting and invoicing software company, they wanted to stand out in a crowded SaaS market. We brought their story to life through strategic PR and influencer campaigns, connecting with freelancers and small business owners where they live and work.
The result is a finance marketing agency with experience that’s deep enough for legacy finance brands, but still nimble enough for fintech startups. Let’s talk—your next phase of rocketship growth could be one great campaign away.

Brand Book for M&T
FINANCE MARKETING CAPABILITIES
Personalized marketing in the finance space can reduce customer acquisition cost by up to a half.
LATEST INSIGHTS
Learn from interviews with some of the world's biggest brands, fastest growing companies, and disruptive startups.
brand
The Secret Sauce Behind Jack in the Box's Success
What makes Jack in the Box one of the most crave-worthy fast-food brands? In this episode of Branded, host Ben Kaplan sits down with Ryan Ostrom, Chief Customer Officer at Jack in the Box, to uncover the bold marketing strategies, digital innovations, and brand positioning that keep them ahead of the competition.