A fintech lead generation agency for both halves of the market.
Fintech covers two sales motions that behave nothing alike, and this page is written for both. First: you sell software or services into a regulated institution — a bank, a credit union, an insurer, an asset manager. Second: you are a fintech product selling to everyone else, a payments platform going after ecommerce operators or a spend-management tool going after finance teams. Our comparison of fintech lead generation agencies makes the same split.
The prospecting looks similar in both. What happens after the first reply is where they come apart.
We run managed outbound: list building, an email per prospect, sending domains we own, and a person answering replies in under ten minutes. From $1,000 per month, month-to-month, no setup fee, sending in seven days.
WHO WE TARGET FOR YOU
Pick your side first. The titles, the cadence and the definition of a good month all change.
Head of digital, VP Payments, head of treasury operations, chief risk officer, director of vendor management, plus the security reviewer who turns up whether or not anyone invited them.
A positive reply here starts a process rather than a deal. Procurement and vendor risk review get involved, and a security questionnaire often arrives before anyone will sit through a demo. The person who liked your email may not be the signer.
Month one is a named process, not a closed contract.
Founder, CFO, VP Finance, controller, head of ecommerce. At smaller companies these people read their own inbox, and no vendor review sits between a good reply and a decision.
Cycles can be short. A meeting booked on a Tuesday can turn into a paid pilot inside a month, which changes the sequence: fewer touches to first contact, offer stated rather than teased.
If you run both motions we run separate campaigns with separate copy. Merged, the email is too cautious for the founder and too casual for the risk officer.
THE LISTS WE BUILD FROM
Two sets, matching the two motions. Each is also sold on its own at $295 as a one-time CSV through our email list marketplace.
Agencies and producers: the buyer for quoting tools and policy admin.
Firms and in-house accountants: a distribution channel as often as a customer.
Advisors and RIA practices: portfolio, planning and reporting products.
Brokers and loan officers: origination software and verification services.
Our largest list. The base for payments, checkout or capital sold to ecommerce operators.
Marketplace merchants with cash-flow gaps between payout cycles.
Billing, revenue recognition and multi-currency problems. The CFO or controller signs.
Targeting by the stack a company already runs, for a product that sits next to Stripe.
Where funding is the trigger: a first finance hire, a new banking setup, a card programme.
There is no banks list and no credit-unions list on this site. An institutional campaign runs on an account list built to spec: you name the institutions or the asset tier, and we find the digital, payments, treasury, risk and vendor-management titles inside them.
WHICH PLAN FITS
There are only so many banks, credit unions, insurers and asset managers, and you probably know most of the names. That small universe is worth depth, so Intent Takeover puts 5+ touches on the accounts most likely to move now. The long tail matters too, because a small institution can sign faster than a large one, so the TAM side covers the rest at light touch.
That is $2,500 a month for both, and it is the one place on this page where we recommend the higher plan first.
The universe is large and the deal size smaller, so depth on the right accounts beats covering everything. Intent Takeover picks up to 1,000 leads a month with a reason to buy now — a funding round, a stack change, growth that breaks their setup — and touches each until they answer.
Move to TAM Takeover at $2,000/mo if your product explains itself in three lines and your market is tens of thousands of merchants.
HOW WE OPERATE IN THIS VERTICAL
This describes what we do operationally. It is not legal advice and we are not lawyers.
We contact people at their work address about your product. No consumer campaigns, and nothing aimed at an institution's retail customers.
Nothing we build contains consumer financial data. The lists are work emails, titles and firmographics. We do not want your customer records.
You send the institutions we must never contact and the addresses to exclude, applied before anything goes out.
Every send carries an opt-out, honoured across your whole account.
We buy and warm the sending domains. Your main domain is never used for cold sending.
We write no claims about your product's regulatory status, licences or charters. Your compliance team approves the messaging in the same first-week loop every client uses.
Email carries both motions. LinkedIn at +$1,000/mo earns its place on the institutional side. Cold calls at +$1,500/mo help where a treasury or operations lead is easier to reach by phone. Ads at +$1,000/mo are the weakest fit and we will usually talk you out of them.
THE FIRST 30 DAYS
Taylor, our onboarding specialist, owns this sequence.
A shared Slack channel and the onboarding form: ICP, offer, and which of the two motions this is.
We buy the sending domains and set up the mailboxes. Warming takes real time, so it starts early.
Your exclusion list arrives, we build the list around it, and your compliance reviewer sees the angles.
The first campaign goes out. Targeting and angles change weekly, and positive replies are answered in under 10 minutes.
If you sell into institutions, answer the security questionnaire once and keep the answers. It usually arrives before the demo, and the delay is almost always on the seller's side.
THREE PLANS, FLAT MONTHLY FEE
Same team and same inclusions on all three. No setup fee on any of them.
421+ CLIENTS IN FOUR YEARS
14,000+ leads generated. The benchmarks behind how we build campaigns are in our cold email statistics, built from 1,288,605 real emails.
ALTS.CO
Alts.co is an alternative-investments platform, and the campaign generated 250+ leads. It is our published campaign closest to this market: a financial product, an audience that had to be found rather than bought off a shelf.
We have no published case study with a bank, a credit union or an insurer, and we will not imply one. The rest are at customers.
READ NEXT
Thirteen agencies checked against their own websites, including us. Four publish a price.
The other verticals we run outbound in, with the plan that fits each.
The two methods side by side: intent on 1,000 accounts, or TAM across 20,000.
The same work framed against hiring, and what it costs next to a headcount.
FINTECH QUESTIONS
Do you have a list of banks and credit unions?
No, and we will not invent one. An institutional campaign runs on an account list built to spec: you name the institutions, the asset tier or the core system they run, and we find the digital, payments, treasury, risk and vendor-management titles inside them. That build uses a waterfall across several data sources, which finds 42% more valid contacts than standard sources alone and reaches people who are not on LinkedIn.
What is actually different about outbound into a regulated institution?
A positive reply starts a process rather than a deal. Procurement gets involved, vendor risk review gets involved, and a security questionnaire often arrives before anyone will sit through a demo. The person who liked your email may not be the signer, and the signer may need a committee. The prospecting is the same as anywhere else. A good month looks like several named processes moving, and the retainer should be judged that way.
Who answers the security questionnaire?
You do. It is about your product, your hosting and your controls, and we have no basis to answer it. What we can do is tell you it is coming and get it in front of your team early, because the delay is almost always on the seller's side. Answer it once and reuse the answers.
We sell to ecommerce operators, not banks. Which plan?
Intent Takeover at $1,000 a month. The universe is large, the deal size smaller, and depth on the right accounts beats covering everything. We build from Shopify sellers, Amazon sellers, companies using Stripe and newly funded startups, then narrow to accounts with a reason to move now. TAM Takeover at $2,000 fits instead when your product explains itself in three lines.
Will you write claims about our licences or regulatory status?
No. We write no claims about your product's regulatory status, charters, licences or approvals. Your compliance team approves the messaging in the same first-week loop every client uses for copy, and if a phrase needs review before it sends, tell us at onboarding. None of this is legal advice and we are not lawyers.
Does any consumer financial data go into the campaign?
No. Nothing we build contains consumer financial data. The lists are work email addresses, job titles and firmographics. Your exclusion list is applied before the first send, every send carries an opt-out honoured across your whole account, and sending runs on domains we own rather than yours.
Can you target companies by the payment stack they run?
Yes, within what we have. Companies using Stripe is 45,000 contacts, and Shopify sellers at 120,000 and Amazon sellers at 85,000 are stack-based in the same way. That is useful when your product sits next to a specific tool. For a stack we have no list for, we build it inside the retainer rather than selling you a CSV.
Do you have a fintech case study?
Alts.co, an alternative-investments platform, with 250+ leads generated. That is the closest published campaign we have to this market. We have no case study with a bank, a credit union, an insurer or an asset manager, and we will not describe Alts.co as one.