Financial Services Native Advertising
Reach investors and financial consumers beyond search & social
Click Thru Media builds performance acquisition systems for financial brands across native and premium publisher environments — from the first headline and advertorial through qualified lead, customer and server-side attribution.
Discuss Your Growth GoalsBuilt for wealth management, retirement, investing, financial publishing, fintech and performance-driven financial offers.
Why Financial Services
Financial decisions rarely happen from one click
Wealth management, retirement, investing and other financial products often require education before action. Native advertising gives financial brands room to earn attention with useful content before asking a prospect to book, apply, subscribe or convert.
Instead of forcing a complex offer into a search ad or interrupting a social feed, we build the journey around the way people actually evaluate financial decisions: headline → content → qualification → conversion.
That makes native particularly well suited to high-consideration financial offers where audience quality, context and downstream economics matter more than cheap clicks.
See Our ApproachA Changing Native Landscape
Premium finance inventory is becoming more important
Financial advertisers are increasingly able to combine performance optimization with premium business and financial publisher environments. That creates a stronger opportunity for brands that need more than reach — they need financially engaged audiences and measurable downstream results.
Our role is not simply to buy clicks. We connect media, message, landing experience and attribution so a financial campaign can be judged on the KPI that matters: qualified leads, funded customers, subscriptions, booked consultations or another agreed business outcome.
What we optimize around
Who We Help
Financial acquisition built around the business model
Different financial offers need different funnels. We don't force the same advertorial, audience or optimization strategy onto every client.
Wealth Management & RIAs
Educational acquisition funnels designed to move qualified prospects from financial content into portfolio reviews, consultations and advisor conversations.
Retirement & Annuities
Content-led campaigns for retirement planning, income strategies, annuity education and high-intent lead generation.
Trading & Investment Platforms
Acquisition for trading tools, market research, investor products, webinars, subscriptions and software where the post-click story matters.
Financial Publishers
Subscriber and lead acquisition for newsletters, research products, investor education and paid financial content.
Fintech & Financial Products
Performance campaigns built around measurable account, application, lead or customer events — with tracking designed before launch.
Asset & Investment Management
Content amplification and performance-minded distribution for firms seeking to reach financially engaged and affluent audiences in trusted environments.
Proven Financial Native Experience
Built on actual financial campaigns. Not a new vertical for us.
Our documented campaign data spans active-investor acquisition and financial-advisor acquisition at seven-figure media scale. The figures below are aggregated and anonymized to protect client confidentiality.
$1.4M+ in documented native media
Managed more than $1.4M in native media across campaigns containing high-value financial-advisor acquisition activity, delivering more than 748 million impressions and 6.6 million clicks across extensive campaign and creative testing.
Campaign strategy included retirement, wealth, financial-advisor and market-driven acquisition angles designed to move financially engaged readers from publisher environments into measurable acquisition funnels.
$1.13M+ in documented Taboola media
Managed more than $1.13M in Taboola media for a financial publishing and trading advertiser, generating more than 230 million impressions, 1.3 million clicks and 91,000 tracked conversions across 146 campaigns and 2,600+ creatives.
Campaign activity included premium publisher environments such as Yahoo Finance, CNBC, CBS News, NBC News, AP News and Benzinga, with creative and placement-level optimization.
Performance figures are aggregated from historical campaign exports supplied to Click Thru Media. Client names and sensitive campaign details are intentionally omitted. Recorded platform “Value” is used only to identify the financial-advisor campaign subset and is not presented as revenue or client value.
Full-Funnel Execution
We manage what happens before and after the click
Strategy & Offer Positioning
We start with unit economics, conversion event, audience and compliance constraints before deciding how native should fit into the acquisition mix.
Creative & Advertorials
Headlines, imagery and educational pre-sell experiences designed to create continuity between publisher context, reader intent and the financial offer.
Media Buying & Scaling
Campaign management across Taboola/Realize, Teads and other relevant native inventory, with publisher, placement, device and creative-level optimization.
Attribution & Quality
Voluum, Everflow, pixels and server-to-server postbacks tied to the real conversion path so optimization can move beyond front-end platform metrics.
The Acquisition Journey
Build the campaign around the decision, not just the ad
Why Native, Why Now
Financial advertisers have more premium open-web opportunity
Taboola has announced an offer to acquire Dianomi, a platform specializing in premium business and finance advertising. Taboola says the combination is intended to expand performance access to high-intent financial audiences through Realize. Dianomi reports partnerships with 320+ premium publishers and finance audience cohorts spanning high-net-worth individuals, retirement seekers, active traders, financial advisors and self-directed investors.
premium publisher partners reported by Dianomi
devices with active interest across finance, business and lifestyle
reported average annual income of Dianomi audiences
largest asset managers reported as Dianomi clients
Industry figures sourced from Dianomi and Taboola public materials. The proposed acquisition was announced September 18, 2026 and remains subject to closing conditions.
Who Is A Fit?
Built for financial advertisers serious about performance
Strong Fit
- You already have a proven offer or meaningful paid acquisition data.
- You know the value of a qualified lead, consultation, subscriber or customer.
- You want an acquisition channel beyond Google and Meta.
- You can support a real testing budget and allow enough data to optimize.
- You value transparent attribution and downstream lead quality.
What We Bring
- 10+ years of native advertising experience.
- $35MM+ in native spend managed across our broader portfolio.
- Hands-on finance campaign experience.
- Creative, advertorial and media buying under one strategy.
- Tracking infrastructure built around actual business outcomes.
Questions
Financial Native Advertising, Explained
What types of financial companies do you work with?
Our financial-services positioning is built for wealth management and advisor acquisition, retirement and annuity offers, trading and investment products, financial publishers, fintech and other performance-driven financial brands where native content can support the customer journey.
Do you only manage Taboola?
No. Taboola and Realize are central to our native work, but we also manage Teads, Revcontent and other relevant discovery inventory. Network selection should follow the offer, audience, economics and available publisher opportunity.
Can you build the advertorial and creative too?
Yes. Creative and advertorial development are core parts of our service. For financial campaigns, we build the pre-sell around the offer, audience and required disclosures, then align it with the media strategy and conversion path.
How do you measure financial lead quality?
We prefer to optimize beyond the initial click or form submission. Where the client's systems allow it, we structure tracking so downstream events — qualified leads, booked calls, applications, customers or revenue — can inform campaign decisions.
Have you run financial campaigns before?
Yes. Our team has experience with active-trader campaigns and financial-advisor lead generation, including campaign work connected to RagingBull and Datalign. Specific client data is shared subject to confidentiality.
Let's talk financial acquisition
Click Thru Media
Native advertising specialists since 2015
Tell us your offer, KPI and current acquisition mix.