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We ran paid and organic social for Betterment — the largest independent digital investment advisor in the US — driving 17.7M paid impressions and more than 3K net new customers on a high-consideration financial product. That's the standard we bring to every fintech engagement.
Betterment manages $33 billion in assets for more than 730K customers. They brought us in to drive net new funded accounts through paid and organic social.
Financial products don't convert like ecommerce. The consideration window is long, the compliance surface is wide, and the cost of a wasted impression is high. The work was built around that reality — not around vanity reach.
Fifteen years in performance and brand marketing, with the last stretch concentrated where the money and the regulation both are.
Paid and organic growth for Betterment across Meta, TikTok, and emerging channels — audience strategy, creative production, campaign management, and reporting against funded accounts rather than impressions.
Previously ran social for Nickelodeon across 10+ brands and franchises, driving more than half of total views and impressions. Large-scale, high-scrutiny, fast-turnaround environments.
Paid social, paid search, and programmatic under one roof. Every engagement reports on cost per acquisition and return on ad spend, with the creative and audience testing that actually moves those numbers.
Strategy and execution come from the person who did the Betterment work. No handoff to a junior account team after the pitch.
Most agencies learn fintech advertising rules by breaking them on your account. Here's what we account for from the first campaign brief.
Ads for credit offers must be declared under Meta's Credit special ad category, which strips out age, gender, ZIP code, and most detailed targeting. Campaigns are architected around that constraint rather than discovering it after launch.
Google requires financial services verification for advertisers promoting certain financial products, and platform policies differ by product type and market. Verification is handled before budget is committed.
Required disclosures and risk language are designed into the creative from the first draft, not appended at the end where they break the layout and delay approval.
Registered advisers face SEC marketing rules covering testimonials, endorsements, and performance claims; broker-dealers face FINRA review and filing requirements. We build your compliance or legal reviewers into the content calendar so approval is a scheduled step, not a fire drill.
Del Oro Media is a marketing agency, not a law firm or compliance consultancy. We work alongside your counsel and compliance team, not in place of them.
A fixed-scope review of your current paid acquisition, delivered as a written findings document with a prioritized action plan. Built to be useful whether or not we work together after it.
Credited in full toward your first month if we start a retainer within 30 days of delivery. If we don't work together, you keep the findings and the plan.
Del Oro Media runs paid customer acquisition for fintech brands — paid social across Meta, TikTok, LinkedIn, and Reddit, plus paid search and programmatic. Engagements cover audience and offer strategy, creative production, campaign management, and reporting tied to cost per funded account rather than impressions.
Founder Alex Gold ran paid and organic social for Betterment, the largest independent digital investment advisor in the US, delivering 17.7M paid impressions, 3.4M paid reach, and more than 3K net new customers at a $4.42 cost per click on a high-consideration financial product.
Compliance is built into the workflow rather than bolted on. That includes Meta's Special Ad Category rules for credit offers, Google's financial services advertiser verification, disclosure requirements written into creative from the first draft, and a review loop with your compliance or legal team before anything goes live.
The audit is a $5,000 fixed-scope review of your current paid acquisition — account structure, audience strategy, creative, landing pages, tracking, and compliance exposure — delivered as a written findings document with a prioritized action plan. It is delivered in 10 business days and credited in full toward your first month if you start a retainer within 30 days. It is designed to be useful whether or not you go on to hire us.
Yes. Fintech engagements are run remotely and clients are nationwide. The Betterment work was done for a New York–based company.
The paid acquisition work fits best with funded startups through mid-market fintech companies that already have a product in market and a media budget to deploy. Engagements are structured as monthly retainers.
A short call, your current paid performance, and an honest read on where the opportunity is. No pitch deck.
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