ServicesWho We ServeApproachEngagementsClient Login Request a consultation

Service · Search

Rank for the searches your future clients actually make.

SEO for regulated financial brands. Content engineered to rank, convert, and clear compliance review the first time. No hype, no risk to your registration.

What is financial services SEO?

Financial services SEO is the work of ranking a regulated firm's site for the searches its future clients and investors make, through compliant content, on-page optimization, and technical fixes, so every ranking page is both a growth asset and a clean compliance record.

Often paired with Technical SEO, Content strategy and Web design. We run it for RIAs & wealth and fintech.

The compliance angle

Your marketing is regulated. We treat it that way.

SEC Marketing Rule
Performance, testimonials, and comparisons are framed within Rule 206(4)-1.
Rule 206(4)-1
FINRA 2210
Communications with the public stay balanced, substantiated, and fair, with no misleading claims.
Comms with the public
Claims substantiation
Every stat, figure, and superlative is documented and archived before it goes live.
Documented
Recordkeeping
Approved assets and version history, archived and retrievable on request.
Exam-ready

How the engagement works

A repeatable system, not a one-off project, built so compliance is part of the brief and never bolted on at the end.

01 · Audit

Scan & opportunity map

We map where you stand, what is winnable, and which existing assets carry compliance risk.

02 · Strategy

Prioritized plan

A roadmap aligned to AUM, capital, or member growth, scoped to your registrations.

03 · Produce

Compliant execution

Work drafted to your rule map with disclosures built in, then routed for compliance sign-off.

04 · Measure

Results & pipeline

A monthly scorecard tying the work to qualified pipeline your CFO can read.

Common questions

Questions compliance officers ask first

Every claim, comparison, and testimonial in ranking content is also a regulated marketing statement. So content has to be search-optimized and review-ready, written to your rule map from the first draft.

Not when it is written to your rule map. We draft with required disclosures, substantiated claims, and balanced framing built in, then route through your compliance team or counsel before publishing.

Technical and on-page fixes can move rankings within weeks. Content-driven organic growth typically compounds over three to nine months depending on domain authority and competition.

Want to know what is winnable?

Get a free marketing audit: where you stand today, what is winnable, and what to fix first.