Financial Services Marketing Agency
AAYT helps financial services firms improve positioning, demand, conversion, and marketing automation to deliver sustained growth. We combine data-led strategy, AI-first execution, and senior judgment every step of the way.
Built for compliance-aware financial services teams.
Source: Client CRM, advertising platforms, and financial reporting. One anonymized 24-person NYC-based wealth management firm; results vary.
You should not have to explain your buyer, your sales cycle, or your review process before the work starts. Pick your market to see the business challenges we already know how to work on, and what moves revenue and profit.
Make strategies easier for allocators and advisers to find, understand, and evaluate.
Explore Asset Management Marketing →Own your niche, and the path from research to qualified inquiry.
Explore Accounting Firm Marketing →Connect acquisition, streamlined KYC/KYB, onboarding, and activation.
Explore Fintech Marketing →Improve local discovery, borrower trust, response, and application handoff.
Explore Mortgage Broker Marketing →Match products and audiences across search, claims, disclosures, and application routing.
Explore Mortgage Lender Marketing →Separate firm, fund, and portfolio-company marketing so each one raises capital, sources deals, and sells on its own terms.
Explore Private Equity Marketing →Attract the founders that fit your thesis and shorten the path to LP commitments.
Explore Venture Capital Marketing →Convert trust, referrals, and search into qualified prospects and new assets under management.
Explore Wealth Management Marketing →
Your evidence already exists, scattered across analytics, CRM, customer records, and campaign platforms. We connect and clean it so the numbers agree before anyone relies on them. Where usable data is missing, we source external evidence and document its limits.
AI assists research, synthesis, analysis, production, QA, and iteration. Coming from custom software development, we build real pipelines and integrations rather than improvised prompts copied between disconnected tools.
Senior ownership helps define objectives, validates sources, decide tradeoffs, and approve client-facing work. Automation never owns consequential decisions.
Approvals stay with you, and so do the accounts, data, and assets we work in. The systems, pipelines, measurement setup, and documentation are handed over as we go, so the work keeps producing value even after we stop working together.
Start with the problem that matters now, the one holding back pipeline, revenue, and profit. If it is not obvious which one that is, we will find it for you and show you the evidence, at no cost.
“We’re a data-obsessed, AI-native marketing agency built for the modern era. We move your revenue and profit numbers using every piece of trustworthy data we can find, senior judgment where it counts, and AI that raises throughput and holds cost down without giving up quality.”
Mike Caha, MBAFounder · Head of Client Solutions
Mike Caha has spent two decades building and operating digital growth programs as a founder-entrepreneur and agency operator across digital media, marketing, and cybersecurity software, managing more than $11 million in Google Ads and paid-media investment along the way. That work has been done inside regulated environments, carrying compliance rigor over from anti-money laundering work, and it leans on applied AI, operational efficiency, and custom software built to drive business results and automate workflows.
Read About AAYT →Review is planned into the work from the first draft rather than bolted on at the end, so marketing reaches approval with less rework and less waiting. We coordinate with your compliance team or counsel when required.
AAYT does not provide legal opinions, compliance certification, or guaranteed regulatory outcomes.
Claim evidence, disclosures, source traceability, and review steps.
Fewer items come back marked up, so execution keeps moving.
Your compliance team or counsel keeps final say on everything client-facing.
Two ways in. Fill out one short form and we research your growth path, then send back findings within five business days, at no cost, with no call to sit through and no obligation. Or skip the report and engage us directly on a single priority or an ongoing workstream.
Scoped in 24 hours, delivered in five business days
One priority
Clear the marketing constraint holding back growth, and leave with the asset or pilot in place.
From$750
Get StartedOne workstream
Keep a channel or program working week to week, with the data and reporting to show what it is producing.
From$1,400/mo
Get StartedOne build
Own the finished build outright, from a site or automation to an email program or reporting dashboard, with explicit deliverables and no scope drift.
From$1,900
Get StartedIt plans and runs marketing for financial firms while accounting for sector-specific buying journeys, claims, approvals, and measurement needs. AAYT works only in financial services, so your buyer, sales cycle, and review process are the starting point rather than something to explain first.
AI-first means the delivery model is built on AI pipelines and integrations we run against your data and platforms, not prompts copied between disconnected tools.
In practice AI assists research, synthesis, analysis, production, personalization, quality assurance, and iteration across strategy, demand, content, websites, nurture, analytics, and testing. What you get from that is speed and breadth: more evidence reviewed, more variants tested, and shorter turnaround between a finding and a change in market.
Senior practitioners define strategy, validate evidence, and make the tradeoffs. Nothing client-facing ships without senior review, and your compliance team or counsel keeps final approval.
No. AAYT structures claim evidence and review workflows around the marketing work, and builds your compliance requirements in from the first step rather than at the end. That lowers the burden on your compliance team or counsel, means fewer redlines, and keeps throughput up. Your compliance team or counsel keeps final approval.
We take the parts your team does not have capacity or specialist depth for, and document as we go so the work transfers rather than stays with us. Ownership, review, and approvals sit where you want them, agreed before work starts.
Then we scope around them. Most engagements start on a single constraint your current setup is not addressing, with clear boundaries on channels and accounts so nothing gets run twice. If the diagnostic says your incumbent is the right owner of the fix, we will tell you that.
Accounts, data, content, and documentation stay yours. We build inside your platforms wherever possible and hand over access, source files, and the measurement setup as we go, so the systems keep producing pipeline and insight after we stop working together instead of leaving with us.
We confirm the review scope within 24 hours. We deliver three-to-five findings, relevant peer context, and one priority action within five business days. If you would like to talk the findings through, we can set up an optional call, and if it makes sense for both sides, that can turn into an engagement.
A 30-minute strategy call. Bring the market and the priority you care about, and we will tell you where the constraint most likely sits and what it would take to move it.
