finservMarketing
finservMarketing is a privately-held Austin-based marketing services firm producing podcasts and digital marketing strategy for fintech companies and financial firms. It operates the finservMarketing Podcast Network and serves broker-dealers, wirehouses, insurance carriers, and individual financial advisors.
- Company typePrivate
- Founded2014
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What finservMarketing does
finservMarketing is a privately-held marketing services firm founded in 2014 and headquartered in Austin, TX, that specializes in podcast production and digital marketing strategy for the financial services industry. The company produces branded podcasts for fintech firms and financial services companies and operates the finservMarketing Podcast Network, an aggregation of multiple shows including the SoFin Podcast, Modern Financial Advisor Podcast, The Augmented Advisor Podcast, The Advisor Financing Forum Podcast, and the Yodlee Launchpad Podcast. The firm's core thesis is that financial firms should own their audience through original podcast content rather than rent distribution from third-party platforms, and it packages production services together with cross-promotional network access.
The company is led by founder and CEO Mike Langford, a 25-year veteran of the financial services industry who also serves as the firm's principal strategist and keynote speaker. Its service portfolio spans full-service podcast production for fintech and financial firms, enterprise strategic consulting for distributed advisor networks at broker-dealers and wirehouses, live conference seminars and training tracks, and a self-serve online course platform covering digital marketing tactics for individual financial professionals. Notable historical engagements include Fidelity Investments, Morgan Stanley, Lincoln Financial, Ameriprise, Penn Mutual, State Street, Ameritas, Pearl Capital, Skybridge Business Funding, Buzz Indexes, and Eventus Systems.
Revenue is generated primarily through quote-based professional services engagements structured as custom multi-year contracts, supplemented by subscription-based online courses and webinars. Go-to-market combines direct enterprise field sales targeting financial services enterprises with content-led community building through the podcast network, blog, organic social, and founder keynote appearances at industry conferences. Pricing is not publicly disclosed, the company operates with a stated 1-10 employee base as a solo founder/operator, and no funding rounds or institutional investors have been disclosed.
finservMarketing firmographics
Firmographics- Name
- finservMarketing
- Legal name
- finservMarketing
- Website
- https://finservmarketing.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- finservMarketing is a privately-held Austin-based marketing services firm producing podcasts and digital marketing strategy for fintech companies and financial firms. It operates the finservMarketing Podcast Network and serves broker-dealers, wirehouses, insurance carriers, and individual financial advisors.
- Ownership category
- akta.pro rank
finservMarketing industry classification
Industry- Product category
- Financial Marketing Services
- NAICS
- Media Streaming Distribution Services, Social Networks, and Other Media Networks and Content Providers (516210)
- SIC
- Services-Motion Picture & Video Tape Production (7812)
- akta.pro primary industry
- Podcast Networks & Multi-Show Publishers (MPACADAB)
- akta.pro secondary industry
- Audio Production & Podcasting (BPAFAIAE)
Keywords
Where finservMarketing is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
finservMarketing business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- Podcast Production Services: Full-service podcast production for fintech companies and financial firms, including show creation, production, and distribution through the finservMarketing Podcast Network.
- Enterprise Strategic Guidance: Consulting services for financial firms to formulate plans for providing distributed teams of financial professionals with tools and skills for digital marketing.
- Seminars and Live Training: Digital marketing training tracks for financial advisor conferences, including hands-on training sessions for financial advisors, agents, and wholesalers.
- Online Courses: Video tutorials and live webinars for financial professionals covering social media marketing and digital marketing strategies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom enterprise engagement |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels5 records
finservMarketing product offering
Product offeringCore offering
finservMarketing produces podcasts for fintech companies and financial firms, delivering full-service production and distribution through the finservMarketing Podcast Network. It also provides enterprise strategic guidance, seminars, and live training for distributed financial professionals, and online video courses covering social media and digital marketing for individual advisors.
Product overview
finservMarketing is a podcast production and marketing services company serving the financial services and fintech industries. The company operates as a unified offering combining core podcast production services with the finservMarketing Podcast Network, which aggregates multiple podcasts (including SoFin Podcast, Modern Financial Advisor Podcast, The Augmented Advisor, The Advisor Financing Forum, and Yodlee Launchpad) under one network umbrella. Additional offerings include Podcast Production Consultation for individual firms and Enterprise Services providing strategic guidance and live training for larger financial organizations. The company was founded by Mike Langford, a 25-year veteran of the financial services industry.
Differentiator
Problem solved
Functional benefit
Brands
- The SoFin Podcast: A podcast featuring FinTech startups, entrepreneurs, and industry trends in financial services
- The Modern Financial Advisor Podcast
- The Augmented Advisor Podcast
- The Advisor Financing Forum Podcast
- Launchpad Podcast
Products and services
- Podcast Production Services Full-service podcast production for fintech companies and financial firms, including show creation, production, and distribution through the finservMarketing Podcast Network. Customers include broker-dealers, wirehouses, insurance carriers, and FinTech companies.
- finservMarketing Podcast Network Podcast network designed for the financial services and FinTech space, aggregating multiple shows (SoFin, Modern Financial Advisor, Augmented Advisor, Advisor Financing Forum, Yodlee Launchpad) and offering cross-promotional opportunities and guest appearances across network podcasts.
- Podcast Production Consultation Consultation services for financial firms to explore how podcast production fits into the finservMarketing Podcast Network and how to leverage podcast production services effectively.
- Enterprise Services Strategic guidance and training engagements for financial firms looking to provide their distributed teams of financial professionals with digital marketing tools and skills, including seminars and live training at conferences.
- Online Courses (Video Tutorials and Live Webinars) Self-paced video tutorials and live webinars for financial professionals covering social media marketing and digital marketing strategies, delivered through an online course platform.
Companies that use finservMarketing
Customer profileNamed customers12 records
Segments3 records
Ideal customer profiles3 records
finservMarketing technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
finservMarketing partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
finservMarketing competitors and assessment
Company assessmentDirect peers
- Twenty Over Ten: A marketing platform purpose-built for financial advisors, providing websites, content, and digital marketing tools. Direct overlap with finservMarketing's mission of helping financial professionals build digital presence and client acquisition systems.
- FMG Suite: One of the largest digital marketing platforms focused exclusively on financial advisors and insurance agents, offering content, social, and email automation. Highly comparable vertical specialization around advisor/agent marketing content.
- Snappy Kraken: A marketing automation and content platform for financial advisors, producing educational campaigns and lead-gen programs. Comparable as a finServ-vertical marketing content and audience-building specialist.
- Hearsay Systems: Digital marketing and social selling platform tailored to financial services firms and their distributed advisor networks. Similar enterprise buyer (broker-dealers, insurance carriers) and overlapping workflow of advisor-facing content production and distribution.
- Advisorist: A digital marketing agency focused on financial advisors providing websites, SEO, and content services. Directly comparable as a boutique fintech-adjacent marketing services firm serving the same persona.
- TopRank Marketing: A B2B marketing agency with a strong financial services and fintech vertical, offering content marketing, influencer programs, and account-based marketing. Comparable business model and buyer profile.
- Velocity Partners: A B2B marketing agency specialized in fintech, financial services, and enterprise technology content. Mirrors finservMarketing's positioning at the intersection of financial services and content marketing.
- Animalz: A premium content marketing agency for B2B SaaS and enterprise tech companies. Comparable as a high-end content production and editorial services firm serving sophisticated enterprise buyers.
Broad incumbents
- iHeartMedia (Podcast Network): One of the largest U.S. podcast publishers/distributors operating a broad network across categories. Comparable as a scaled podcast network incumbent, though not vertical-specialized.
- Spotify for Podcasters: Major podcast hosting, distribution, and monetization platform. Comparable as ecosystem infrastructure player for podcast production and distribution, though not a services/agency competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
finservMarketing social profiles
Digital presencefinservMarketing financial estimates
Financial estimateRevenue estimate
Valuation estimate
finservMarketing leadership team
Management profileNumber of profiles
Profiles1 record
finservMarketing funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
finservMarketing M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about finservMarketing
What does finservMarketing do?
finservMarketing produces podcasts for fintech companies and financial firms, delivering full-service production and distribution through the finservMarketing Podcast Network. It also provides enterprise strategic guidance, seminars, and live training for distributed financial professionals, and online video courses covering social media and digital marketing for individual advisors.
Is finservMarketing a public or private company?
finservMarketing is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was finservMarketing founded?
finservMarketing was founded in 2014. It employs 1 to 10 people.
Where is finservMarketing based?
finservMarketing is headquartered in Austin, United States, in the North America region.
How does finservMarketing make money?
Four revenue lines are on record. Podcast Production Services are the primary driver. The others are enterprise Strategic Guidance, seminars and Live Training and online Courses.
Who are finservMarketing's main competitors?
Direct peers on record are Twenty Over Ten, FMG Suite, Snappy Kraken, Hearsay Systems, Advisorist, TopRank Marketing, Velocity Partners and Animalz. Broad incumbents are iHeartMedia (Podcast Network) and Spotify for Podcasters.
Does finservMarketing have an API?
No public API is recorded for finservMarketing.
What industry is finservMarketing in?
finservMarketing's product category is Financial Marketing Services. Its primary akta.pro industry code is MPACADAB, Podcast Networks & Multi-Show Publishers, with a secondary code of BPAFAIAE, Audio Production & Podcasting. Its NAICS code is 516210 and its SIC code is 7812.