Media relations and tier one placements
Named beat reporters worked from first pitch through briefing, across business, markets, personal finance, and trade desks.
The finance PR agency that refunds you when the coverage does not land
We pitch the financial journalists covering markets, funds, advice, and lending, then aim that coverage at your rankings and at the AI answers investors read first. The outlet tiers, the targets, and the dates are written down before kickoff, behind a 100% guarantee: you get the agreed results or your money back.
Tombstonea matter of record
Term sheetClosedThe stakes
What silence costs a firm that manages other people's money
Most firms shopping for a finance PR agency are not short on substance. The track record holds. The team is credentialed. What is missing is anyone outside your pipeline saying so in public, and in finance that is not a branding problem. It is a trust deficit with a number attached.
Your buyers are paid to be skeptical. A limited partner sizing your fund, an investment committee picking a manager, a family deciding where to move eight figures: each searches you before the first meeting and believes what they find. A stale press release means you compete on fees. A Bloomberg quote and a byline in the trade your prospect reads weekly means you compete on authority.
Meanwhile the reporters on your beat quote the same four voices every cycle, and the AI assistants your prospects ask for shortlists repeat those names back. Absence is a slow leak: flat AUM, thinner deal flow, LPs who take the call but not the allocation.
The work
What our finance PR agency work covers
Scope starts with the mandates you already won and the publications those clients named on the way in.
Filled
Thought leadership and executive positioning
Bylines, market commentary, and podcast bookings that get your CIO quoted as a source rather than a vendor.
Reactive commentary
Your experts placed inside stories already being filed on rate decisions, volatility, enforcement actions, and fund flows. Most finance coverage is won here.
Announcement and transaction communications
Fund closes, product launches, M&A communications, ratings, senior hires, and new markets.
Original research and data stories
Proprietary flow data, surveys, and benchmark reports shaped into a story an editor will defend in a news meeting.
Media training and message testing
Before a producer puts your portfolio manager on camera, not after.
Crisis and reputation management
Outflows, enforcement news, key person departures, and holding statements written before the reporter's email lands.
Digital PR, GEO, and measurement
Earned coverage pointed at the pages that make you money, reported against the targets in your scope.
Full menu at public relations services.
Sector by sector
Financial services PR agency work, sector by sector
Finance is not one audience. A financial services PR agency that pitches an RIA the way it pitches a private credit fund will miss both.
WMStrategy · wealth
Wealth management PR
Wealth management PR earns advisors and RIAs the outside proof a website cannot manufacture: quotes in advisor and personal finance media, broadcast slots on market days, and columns answering what high net worth prospects ask in a first meeting. We track qualified inbound and AUM movement, not clip counts.
VCStrategy · venture
Venture capital PR
Venture capital PR runs on three assets: the fund, the partners, and the portfolio. We land close and thesis coverage, get partners quoted as market voices instead of check writers, and build portfolio visibility founders notice when they choose between term sheets.
PEStrategy · private markets
Private equity, private credit, and asset management
Sponsors, credit managers, ETF providers, and fund companies get transaction communications, allocator facing thought leadership, and steady presence in the titles analysts and consultants read before they build a shortlist.
BKStrategy · regulated retail
Banking, insurance, and lending
Banks, credit unions, insurers, and mortgage lenders answer to regulators and retail customers at once, so the program balances trade authority with consumer coverage. If your story is mainly the technology, start at fintech PR.
Compliance
Compliance sits inside the process, not around it
Finance PR fails on the review loop more often than on the pitch. A comment stuck in compliance for six days is a missed news cycle. So the review path is agreed in week one: who approves a quote and how fast, which claims are off limits, how performance figures and disclosures are handled, and what changes during a quiet period or a live transaction.
The first quarter
What the first quarter looks like
Week one: the commitments go on paper.
Messaging framework, a share of voice read against named competitors, target media list, and the review path above. Every one of those is signed off, dates attached, before you pay anything.
Weeks two and three: outreach opens.
Named journalists on their actual beat, plus reactive commentary offered into stories the same week they break.
Days 30 to 45: the first coverage lands.
Trade and advisor titles move first, because that is where your buyers and allocators already read.
Day 90: business desks, and a straight scorecard.
National placements, bylines out, and a read against the targets you signed rather than the activity we logged.
Forbes clients typically see a first opportunity within 4 to 8 weeks, which is a fair benchmark for pace.
AI answers
Getting named when a client asks AI who to trust
Prospects have started asking ChatGPT, Perplexity, and Google's AI answers which firms to consider, and those answers name three or four. There is no page two to climb onto. What lands you in the list is what a model can check: titles it already crawls, signals about your firm that agree with each other across the web, and structured data that spells it out. A feature in a financial publication one of those models already trusts is the strongest input available, and no link vendor can manufacture one. That is why PR and search run as one team here, alongside AI SEO and fintech SEO.
Why AceIt
Why hire AceIt as your finance PR agency
A managing partner can usually tell you exactly what the last agency cost and not what it bought. That is the shape of the problem.
Term sheetbinding
FeesCertain, invoiced monthly
OutcomesVague, arrive lateContracted
Placement targetsAgreed before kickoff
Outlet tiersNamed, in writing
TimelineDated
If we miss100% · your money back
Not coveredWhether a named reporter says yes
ExecutedFees are certain, invoiced monthly, and easy to audit. Outcomes are vague, arrive late, and come wrapped in reasons that are hard to argue with: your numbers were embargoed, the market moved, reporters only wanted crypto that quarter. So the firm renews or starts over, and either way a year of the category's attention went to a competitor with a louder founder.
We put the uncertainty on our side of that trade. Placement targets, outlet tiers, timelines, and deliverables are agreed before kickoff, and if we do not deliver what we committed to, on the timeline we committed to, you get your money back. No other firm ranking for this term will sign anything like it. The guarantee covers the work and the deliverables you signed off, not a claim that we control whether a named reporter says yes, which is the distinction that lets a refund sit in a contract rather than on a slide.
No junior account manager learns private credit on your budget here. Replies land in 1 to 2 hours. PR, SEO, and web sit in one Austin team.
Receipts
Track record, with the figures attached
1M+Brand impressions supporting Vezbi's U.S. expansion, on organic PR alone
50+Forbes features placed across 12+ industries
4,200+Visits one feature returned for an anonymized client, with a 38% rise in branded search and 12 secondary pickups
DA 94Authority of the backlink that same feature earned
As quoted in
Start with Vezbi, a community super app: over 1 million brand impressions supporting its U.S. expansion, on organic PR alone. Across 12+ industries our Forbes program has now placed 50+ features, one of which returned 4,200+ visits, a 38% rise in branded search, a DA 94 backlink, and 12 secondary pickups for an anonymized client. Clients have been featured in Bloomberg, Forbes, Entrepreneur, Inc., Fast Company, TechCrunch, VentureBeat, and the USA Today Network.
The number
What finance PR actually costs
Across this category, hourly rates run roughly $100 to $400, minimum projects start near $1,000 and climb past $25,000, and the specialist firms ranking for this search publish no retainer at all. You are expected to book a call to learn the price.
We publish ours. Forbes campaigns are scoped and priced in writing before kickoff. Programs pairing earned media with search run mid five figures to six figures annually against a 12 month roadmap. Project, retainer, and performance oriented models are all available, and scope and price are settled in writing before you commit a dollar.
The honest filter
Who we do this for, and who we pass on
We takeit fits
It fits RIAs and wealth managers, venture and private equity funds, private credit and asset managers, ETF and fund companies, banks, credit unions, insurers, and mortgage lenders, plus any finance brand treated as a vendor when it should read as a category leader.
We passthe wrong fit
It is the wrong fit if you want Bloomberg promised by Friday, if monthly rate is the only column in your comparison, or if the only news is that the firm exists. We will not pitch a return promise, and we will not pitch a story your compliance team has not read. If the story is really about a token price, crypto and blockchain PR is the better starting point.
Questions
Asked before every finance engagement
Anything else, email [email protected] and it comes back in 1 to 2 hours.
A financial PR agency earns coverage in the business, markets, advisor, and trade publications a firm's clients, allocators, and regulators already read. The work covers positioning, pitching named journalists, executive thought leadership and bylines, announcement and transaction communications, reactive market commentary, media training, crisis planning, and reporting tied to qualified inbound rather than clip counts.
Category rates run roughly $100 to $400 an hour, with minimum projects from about $1,000 to $25,000 and monthly retainers commonly landing in the five figures. Most specialist finance firms publish nothing and quote after a call. Ours are published: Forbes campaigns are scoped and priced in writing before kickoff, and combined earned media and search programs run mid five figures to six figures annually.
Financial PR builds reputation with journalists, clients, allocators, and the wider market. Investor relations communicates with current and prospective shareholders under disclosure rules, covering earnings calls, filings, and shareholder letters. They overlap around results, transactions, and listings, and both should carry one message. PR shapes the narrative outside the shareholder base. IR handles the regulated conversation inside it.
No. FINRA registration applies to broker dealers and their associated persons, not to communications agencies. What matters is whether the agency works inside your supervisory process: an agreed approval path, principal review of anything counting as a communication with the public, and awareness of quiet periods. We write to your rules and route drafts through your compliance contact.
First coverage usually lands between day 30 and day 45, typically in trade and advisor titles, with tier one business placements following through the first quarter. Effects on branded search, referral traffic, and AI citations compound over six to twelve months. Your specific placement targets and dates are agreed before kickoff, and missing them triggers the refund.
Ask three questions. Can they name the reporters covering your exact corner, whether that is wealth management, venture capital, or credit unions. Will they put outlet tiers, placement targets, and timelines in writing before you pay. And what happens if they miss. Most firms answer the first well and go quiet on the third. We answer it with a refund.
Next step
Judge us on the plan, not the pitch deck
Send your firm's domain and the two competitors whose partners keep getting quoted instead of yours. Back comes the angles we would build, the finance titles we would pitch first, the week we expect your first placement, and the numbers we are willing to sign. Every engagement carries a 100% guarantee: you get the agreed results or your money back.
Every engagement carries a 100% guarantee: you get the agreed results or your money back