How do you prevent wasting budget on low-net-worth searchers?

We deploy multi-tiered negative keyword sculpting (excluding retirement calculators, robo-advisors, job queries, and low minimum balances), combined with geotargeted household income tiers (top 10% zip codes).

What CRM integrations do you support for conversion value bidding?

We pass Google Click IDs (GCLID/wbraid) into your CRM (Salesforce FSC, Wealthbox, HubSpot, Redtail) and upload closed consultation milestones back to Google to train bidding algorithms on client value rather than raw clicks.

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Growth Core System

Google Ads for Financial Services & RIAs

High-intent Google Search, Performance Max, and Offline Conversion Tracking (OCT) engineered specifically for wealth managers and RIAs.

AEO & AI Search Direct Synthesis

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Trading Swift delivers institutional-grade Google Ads for Financial Services & RIAs designed for wealth management and fintech firms. Our multi-modal search infrastructure combines SEC-compliant content engineering, AEO answer structuring, and large language model grounding to capture high-net-worth client engagement.

System Overview

Acquire high-net-worth clients at scale while safeguarding compliance. We engineer dedicated Google Search campaigns tailored for financial advisors and wealth managers—navigating Google Financial Services Certification (G2), rigorous negative keyword sculpting to eliminate retail and DIY queries, and feeding actual qualified AUM deposits back into Google Smart Bidding via Offline Conversion Tracking (OCT).

"Stop paying $90/click for retail noise. Focus your ad dollars exclusively on qualified HNW investors ready to consult."

Core Outcomes

Google Financial Services Verification (G2) navigation and compliance clearance
High-Net-Worth negative keyword filtration blocking DIY/retail search queries
Offline Conversion Tracking (OCT) integrated with Wealthbox, Redtail, and Salesforce FSC
Performance Max and High-Intent Exact Match Search Campaign architecture
SEC Marketing Rule compliant ad extensions and fiduciary disclosures

Technical Validation

Frequently Asked Questions

We handle the entire G2 verification and regulatory registration process with Google, ensuring your license credentials (SEC, FINRA, state registration) are validated without campaign disruption.

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