Influencer marketing for investing apps, built to pass compliance and pay back
You sell trust with money, so every post has to be honest, reviewed, and trackable. We run creator programs that bring real installs and real funded accounts, not just views.
Real campaigns in the wild
What finance and crypto influencer marketing actually looks like.
Coinbase × Brian Jung
Beginner-guide format with a free-crypto sign-up hook on a creator-tracked link.
Crypto exchange · 2.08M subs
Watch on YouTubeGemini × Andrei Jikh
Mid-roll inside a markets explainer, credit-card rewards angle, dedicated link.
Crypto exchange · 2.88M subs
Jump to the sponsor readGemini × Graham Stephan
Credit-card read folded into a wealth-building video on a creator-tracked link.
Investing · 5.15M subs
Jump to the sponsor readTrading 212 × Ali Abdaal
Soft mid-roll in a productivity video, app-signup offer on a dedicated join link.
Investing app · 6.55M subs
Jump to the sponsor readKalshi × How People Make Money
Native to a finance-explainer audience, app deep-link with a first-deposit bonus.
Prediction markets · 101K subs
Watch on YouTubeMoomoo × MagnatesMedia
Business-documentary format, free-stock and APY-boost incentive.
Brokerage app · 1.84M subs
Watch on YouTubePublic × Craig Percoco
Trading-tutorial format, sponsored read to a charting audience, dedicated link.
Investing app · 1.14M subs
Jump to the sponsor readGemini × JJ Buckner
Mid-roll in a debt-free personal-finance video on a dedicated creator link.
Crypto exchange · 226K subs
Jump to the sponsor readKalshi × Ben Shapiro
Commentary read pointing a political audience to live prediction markets.
Prediction markets · 7.22M subs
Jump to the sponsor readWhat we do
You have seen the finance influencer who screams about a hot stock, flashes a Lamborghini, and tags your app. It gets likes, it gets nothing else. People who put their savings in your hands do not move because someone yelled at them, they move because someone they already trust walked them through it calmly.
So we start with the creators your audience saves and rewatches, the ones who explain a Roth IRA or a first brokerage account in plain words. We read their last year of posts, not their follower count, and we keep the ones whose viewers actually act.
Then we treat compliance as part of the creative, not a fight at the end. Investing promotions are regulated, and the words a creator uses about returns, risk, and your offer have to be reviewed before anything goes live. We write briefs your legal team can approve, route every draft for sign-off, and keep the disclosures clean so a good campaign does not turn into a problem.
We measure to the install and past it. Views are easy to buy and easy to fake, so we set up attribution that follows the link to a download, an opened account, and a first deposit, then move spend toward the creators and formats that fund accounts.
The honest part: this takes a few months of steady posting before the math gets good, and one viral video is not a plan. If you want a partner who treats your app like a regulated product and a real business, that is the work we like.
Investing & Money-Management Apps, results we run on
Investing & Money-Management Apps, results we run on
300%
more efficient on TikTok
From outside analysis of Tally, TikTok beat Instagram on cost per install
40-50%
lower cost per million views
Outside analysis of Tally: creator videos on TikTok vs Instagram
+34%
lift in conversion rate
Outside analysis of Cleo AI after better attribution and reallocation
46%
lower cost per action
Outside analysis of Cleo AI, spend moved to content that converted
Why this category is different
Why investing and money-management apps are their own kind of campaign
An investing app is not a snack or a skincare brand, the buyer is handing you their money and a piece of their future, so the bar for trust is higher and the regulation is real. A great campaign here looks less like a hype reel and more like a patient teacher who happens to love your product. In campaigns we studied, the apps that won did it by being useful, not loud.
Look at SoFi, a campaign we analyzed from the outside. They took a trusted finance creator and made him a named executive with equity, built on about five years of steady, non-gimmicky education instead of one-off posts. That is the lesson, consistency and honesty compound, while a single paid shout fades by the weekend.
Then there is the money math, which is where most teams get burned. In an outside analysis of Tally, the debt app, TikTok came in 300% more efficient than Instagram on cost per install and 40 to 50% lower on cost per million views, by pairing self-serve ads with creator videos on trending formats. And in an outside analysis of Cleo AI, switching to a self-attributing measurement model lifted conversion 34% and cut cost per action 46%, simply by moving spend to the creator content that actually converted. We build your program to find those same wins, with creators picked for trust and a tracking setup that tells you which posts open accounts.
Investing & Money-Management Apps proof
See real campaigns in this space and what they produced.
You won't have to fill out a form, wait two days, and then receive a generic slide deck. Instead here is how we work:
- 01
You start by booking a call with us
You book a call with us and 12 other agencies.
- 02
We send you everything before we talk
You get all the info before the call. If something looks off, please cancel. We don't waste your time and you don't waste ours.
- 03
On the call we cover three things
What do you want? Can we deliver it? If not, we refer you to one of our 24+ agency partners who can.
Not ready to talk to us?
Next issue, every Monday
We found the best performing creators for Jun 29 → Jul 5.Hand-picked, not the same five names.
Plus the Influencer Advisory Consultant GPT.
FAQ / 005
Common Investing & Money-Management Apps questions
It depends on the creator tier and how many videos you want each month, not a single sticker price. Most apps start with a small test budget across a handful of mid-size finance creators, measure cost per install and cost per funded account, then put more money behind the few that pay back. We size the first test to your goals and tell you the realistic cost per result before you spend.
Investing & Money-Management Apps playbooks + guides
Know the rules of this category.
Plain guides on what to say, what to skip, what gets pulled, and what passes.
Meet the team
