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Best Fintech PR Agencies for 2027 (and How to Choose One)

Alex BordenPublished 14 min read

A fintech announcement has to survive two reviews before it ever reaches a reporter: your compliance team's, and the reporter's own skepticism about anything that touches other people's money. Most PR agencies are built for the second review. The good fintech PR agencies are built for both, and they know which story is actually news: the license, the bank partner, the funding round, the data nobody else has.

This guide compares the best fintech PR agencies for 2027, shows what each one is built for, and gives you a scorecard for choosing between them. It is written for founders, CMOs, and comms leads at payments, lending, banking infrastructure, wealth, stablecoin, and AI-for-finance companies who are about to hire a PR partner.

What is a fintech PR agency?

A fintech PR agency is a public relations firm that specializes in financial technology companies. It earns media coverage, builds executive thought leadership, manages announcements such as funding rounds, licenses, and partnerships, and handles crisis communications, all within the regulatory and trust constraints that come with financial products.

Three things separate a fintech PR agency from a general tech PR firm:

  1. Two press beats, not one. Fintech stories get covered by tech reporters and by finance reporters, and the two want different angles. A tech reporter wants the product and the founder. A finance reporter wants the market, the numbers, and the regulatory context.
  2. Compliance shapes every word. Claims about returns, rates, security, or approvals can create regulatory exposure. A fintech PR team writes the press release so your legal team approves it in one pass, not four.
  3. Trust is the real deliverable. A placement in a trusted outlet does more for a fintech than for most tech companies, because the buyer is deciding whether to hand over money or data. Coverage becomes sales enablement.

The best fintech PR agencies for 2027 at a glance

AgencyBest forBased in
ClickstrikeFintech and AI-for-finance launches with press and creatorsNew York
Walker SandsB2B fintech and payments infrastructureChicago
Caliber Corporate AdvisersBroad fintech sub-vertical coverageNew York
VestedFinancial services only, integrated commsNew York and London
Channel V MediaB2B fintech, payments, and US market entryNew York
KCD PRDigital banking, lending, and paymentsSan Diego
GregoryWealth, RIA, and asset managementArdmore, PA
Montieth & CompanyCapital markets and cross-border financial firmsNew York
CoinboundCrypto, stablecoin, and Web3 financeRemote

The best fintech PR agencies for 2027

The list mixes launch-focused firms, B2B specialists, and agencies that only work in financial services. Every client named below is shown on the agency's own website.

1. Clickstrike

Best for: fintech and AI-for-finance companies that want press and creator reach to land on the same launch day.

Clickstrike is the marketing agency built for AI and tech companies, and fintech is one of the categories where its approach fits best. It leads with influencer marketing and X amplification campaigns, and runs PR and earned media alongside them when a moment calls for it: a launch, a funding round, or a regulatory milestone.

The clearest fintech example is Neverbell, by Beam, a financial intelligence skill for AI agents that launched from a brand new X account with no audience. Clickstrike embargoed and distributed the press release ahead of launch day so coverage would land in the same news cycle as a 30-creator wave on X. Both workstreams ran under shared guardrails: no trading-first framing, no financial advice language, and no return or performance claims. The launch earned 50 media placements, including Yahoo Finance, AP News, Morningstar, and Benzinga, and the full campaign passed 680,000 views. Read the Neverbell case study.

Across all clients, Clickstrike has secured 8,250+ media placements and run 1,200+ influencer campaigns for 750+ AI and tech companies, with 96% client retention. For fintechs that need more than press, it also handles brand development, as it did for the regulated stablecoin issuer in the Quantoz case study.

Why it stands out for fintech: most fintech PR firms stop at the article. Clickstrike puts the story in front of buyers twice, once through the press and once through creators they already follow, under one set of approved claims.

2. Walker Sands

Best for: B2B fintech and payments infrastructure companies that need a sustained PR program.

Walker Sands is a B2B marketing and PR agency with a dedicated fintech and financial services practice. Its fintech page names payments processing, cross-border payments, alternative lending, and investment platforms as focus areas. Published case studies include a PR program that positioned ZayZoon as a fintech leader, plus work for Priority and Entrust.

Why it stands out for fintech: research-led, data-driven PR that builds share of voice in trade and business press over quarters, not days.

3. Caliber Corporate Advisers

Best for: fintechs that want a specialist covering almost every financial sub-vertical.

Caliber Corporate Advisers is a New York firm focused on fintech and financial services PR and marketing. Its fintech page covers banking, payments, wealthtech, regtech, capital markets, digital assets, and neobanking, with client testimonials from Grasshopper Bank, Deserve, WorldFirst, and Rippleshot.

Why it stands out for fintech: breadth inside the category. If your product sits between two sub-verticals, such as payments infrastructure for wealth platforms, Caliber has likely pitched both beats.

4. Vested

Best for: established financial brands that want an agency that only does financial services.

Vested is an integrated communications agency based in New York, with an office in London, that works exclusively in financial services. Its case studies include Grayscale, Pagaya, Webster Bank, and Finastra, and its services span media relations, executive communications, crisis communications, events, creative, and advertising.

Why it stands out for fintech: deep finance-press relationships and crisis experience, which matter more as a fintech grows into a regulated institution.

5. Channel V Media

Best for: B2B fintech and payments companies, including international firms entering the US.

Channel V Media is a New York PR agency with a dedicated fintech practice covering fintech, payments, and insurtech. Its fintech work includes Sopra Banking Software and Embroker, and it builds programs around thought leadership, newsjacking, and press meetings at industry events such as Money20/20 and Sibos.

Why it stands out for fintech: a clear playbook for foreign fintechs that need US coverage and US buyer awareness from a standing start.

6. KCD PR

Best for: digital banking, lending, and payments companies that want a fintech-native PR team.

KCD PR is a San Diego agency with dedicated fintech and financial services practices. Its case studies include Argyle, Helix, Umpqua Bank, and Comdata, and its fintech page highlights digital banking, digital lending, payments, digital wealth management, and embedded finance.

Why it stands out for fintech: case studies across both fintech vendors and the banks that buy from them, which helps when your story has to resonate with both sides.

7. Gregory

Best for: RIAs, asset managers, and wealth platforms that need compliance-minded PR.

Gregory, formerly Gregory FCA, is headquartered in Ardmore, Pennsylvania, with offices in Boston, New York, and London. Its financial services work includes Monroe Capital, NewSquare Capital, and EP Wealth Advisors, and its services include media training, thought leadership, crisis communications, and visibility in AI search.

Why it stands out for fintech: if your fintech sells to advisors or asset managers, Gregory already speaks that audience's language and knows its trade press.

8. Montieth & Company

Best for: cross-border financial firms and fintechs approaching an IPO or major capital event.

Montieth & Company is a New York financial communications firm with offices in London and Hong Kong. It handles M&A, IPO, and capital-raise communications, investor relations, and critical events, with case studies for Federated Hermes and Itaú BBA.

Why it stands out for fintech: later-stage, capital-markets communications. It is a fit when your audience is investors and regulators as much as customers.

9. Coinbound

Best for: crypto, stablecoin, DeFi, and Web3 finance companies.

Coinbound is Clickstrike's sister agency in the Nowbound Agency Network and a leading crypto PR agency. It says it has worked with 900+ clients, with case studies including Algorand and Nexo, and runs crypto PR alongside influencer marketing, community management, and paid media.

Why it stands out for fintech: if your product touches tokens or on-chain payments, Coinbound's relationships with crypto media such as CoinTelegraph and Decrypt reach an audience most fintech PR firms do not.

What fintech PR has to get right in 2027

Every agency above can write a press release. The difference is whether the story clears compliance quickly, lands with the right beat, and keeps working after the article goes live.

Write the press release for compliance first

If your company is a broker-dealer, or partners with one, FINRA Rule 2210 requires an appropriately qualified registered principal to approve each retail communication before it is used. Even when FINRA does not apply, banking partners, card networks, and your own legal team will review anything that mentions rates, returns, security, or licenses.

The fintech PR teams that move fastest start with a claims list: the exact statements the company is cleared to make, the words it must avoid, and the disclosures every piece needs. The pitch, the release, the spokesperson briefing, and any creator content all draw from the same list. That is how a launch gets approved in days rather than stalling for a month.

Pick the regulatory milestone as your news

Fintech has news hooks most tech categories do not. A new license, a charter application, a bank sponsor, a card network partnership, or a regulator approval is often a bigger story than a feature launch, because it signals that the company can be trusted with money. A good fintech PR agency builds the calendar around those milestones and keeps the product announcements in support.

Pitch the tech beat and the finance beat separately

The same news needs two angles. For tech press, lead with the product, the founder, and what is new under the hood. For finance press, lead with market size, customer economics, and what the milestone means for incumbents. Agencies that send one generic release to both lists get ignored by both.

Proprietary data earns repeat coverage

Fintech companies sit on data reporters want: payment volumes, approval rates, spending trends by category, fraud patterns. Anonymized and aggregated properly, that data can earn coverage every quarter, long after the launch has faded. Ask every agency how they would turn your data into a recurring story.

Coordinate press with creators

Press builds credibility, and creators build reach. When the two land on different weeks, each one gets a fraction of the attention it could have earned. The Neverbell launch worked because the embargoed release and the creator wave hit the same news cycle. If you add creators, follow the FTC's Endorsement Guides: any material connection between a creator and your company has to be disclosed clearly. Our guide to PR for AI companies covers the same coordination in more depth.

Fintech PR story angles that land

These are the announcement types that consistently earn fintech coverage:

  1. Licenses and regulatory approvals. A new money transmitter license, e-money license, or charter step is proof of trust and is often covered by both tech and finance press.
  2. Bank and network partnerships. A sponsor bank, a card network program, or a deal with a household-name institution borrows that partner's credibility.
  3. Funding rounds with a market story. Reporters cover the round when it explains a shift in the market, not when it simply reports an amount.
  4. Proprietary data reports. Quarterly or annual data on spending, payments, or lending trends that only your platform can see.
  5. Executive commentary on regulation. Founders who can explain what a new rule means for customers become recurring sources.
  6. Product launches with a clear customer outcome. Faster approvals, lower fees, or new access for an underserved group, stated in claims compliance has already cleared.

How to choose a fintech PR agency

Use this scorecard on every agency call. You want specific answers, not a slide that says "integrated communications."

CriteriaStrong answerRed flag
Fintech experienceNamed fintech clients and placements in your segmentGeneric tech logos only
Press beatsSeparate angles for tech and finance reportersOne media list for everything
Compliance processWritten claims list and review step in the timeline"Legal can check it at the end"
News judgmentPushes back on weak news and suggests stronger anglesPromises coverage for anything
MeasurementPlacements, share of voice, referral traffic, and sign-upsClip counts only
TeamYou meet the people who will pitch your storySenior pitch team, junior delivery team

A few more questions worth asking:

  1. Which fintech reporters have you placed stories with in the last six months? Ask for names and links, not just outlet logos.
  2. How do you handle claims about rates, returns, or security? The right answer involves a written claims list and a review step built into the timeline.
  3. What does success look like at 30, 60, and 90 days? For a launch, that might be placements and sign-ups. For a long-term program, share of voice and inbound interest.
  4. Who will actually run our account? Meet the day-to-day team before you sign.

Tip

Before your first agency call, list your next three news moments (a license, a partner, a round, a data release) and the one claim each needs compliance to clear. Ask each agency which moment they would lead with and why. Their answer tells you more than any credentials deck.

How much does a fintech PR agency cost?

Fintech PR agencies usually price in two ways: monthly retainers for ongoing programs, and project fees for defined moments such as a launch, a funding announcement, or a crisis. The biggest cost drivers are the number of markets and press beats you need, how often you have real news, how senior the team is, and how many compliance review cycles each piece needs.

Retainers make sense when you have a steady news flow and want thought leadership between announcements. A project fee often makes more sense for an early-stage fintech with one or two big moments a year. Ask every agency to scope the same brief so the quotes are comparable. For how coverage translates into business results, see our guide to earned media strategy.

Which fintech PR agency is right for you?

Match the agency to the job:

  1. Launching a product or announcing a round, with creator reach on the same day: Clickstrike.
  2. Long-term B2B fintech and payments PR: Walker Sands, Channel V Media, or KCD PR.
  3. Broad fintech sub-vertical coverage: Caliber Corporate Advisers.
  4. Established financial brand that wants a finance-only agency: Vested.
  5. Wealth, RIA, and asset management audiences: Gregory.
  6. IPO, M&A, or cross-border capital markets communications: Montieth & Company.
  7. Crypto, stablecoin, or Web3 finance: Coinbound.

If fintech PR is one part of a bigger marketing hire, our roundup of the best fintech marketing agencies covers branding, performance, and SEO specialists too.

Launching a fintech or AI-for-finance product?

Clickstrike pairs earned media with creator campaigns and X amplification, so press and reach land on the same day under one set of approved claims. Every engagement is scoped and quoted in full after a free strategy call.

Book a strategy call

Frequently Asked Questions

A fintech PR agency earns media coverage and builds credibility for financial technology companies. That includes announcing funding rounds, licenses, and partnerships, pitching tech and finance reporters, building executive thought leadership, and handling crisis communications, all within the compliance rules that apply to financial products.
Clickstrike is the best fintech PR agency for product launches and AI-for-finance companies, because it pairs earned media with creator campaigns on the same launch day. Walker Sands, Channel V Media, and KCD PR are strong for long-term B2B fintech PR, Vested and Gregory for established financial brands, and Coinbound for crypto and stablecoin companies.
Most fintech PR agencies charge a monthly retainer for ongoing programs or a project fee for a defined moment such as a launch or funding announcement. Cost depends on the number of markets and press beats, how often you have news, team seniority, and compliance review cycles, so ask each agency to scope the same brief.
Fintech PR has to work for two press beats, tech and finance, and every claim has to clear compliance before it is used. Regulatory milestones such as licenses and bank partnerships are often bigger stories than product features, and trust is the main outcome the coverage has to deliver.
Often, yes. If your company is a FINRA member broker-dealer, FINRA Rule 2210 requires a qualified registered principal to approve retail communications before use. Even outside FINRA, bank partners and legal teams usually review anything mentioning rates, returns, security, or licenses, so build that review into the launch timeline.

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Alex Borden

Content Strategist