20 Best PR Firms and Agencies in Finance
This guide spotlights Leading public relations agencies in the Finance Sector, known for shaping stories that resonate across corporate, nonprofit, and public sectors.
It explores their unique expertise, service offerings, and influence—while outlining essential evaluation factors such as credibility, experience, service range, measurable impact, and community engagement—to help organizations find the ideal PR partner for meaningful visibility and growth in the finance sector distinctive market landscape.
Best PR Firms and Agencies in Finance
1. Prosek Partners
- New York, USA(HQ)
- 1991
- 400+
- Financial PR, Investor Relations, M&A Communications, Crisis Communications, Thought Leadership
industries served
Financial Services, Asset Management, Private Equity, FinTech, Professional Services
Prosek Partners is one of the largest independent financial PR firms in the world, founded in 1991 by Jennifer Prosek and named PRovoke Media’s Global and North American Financial Agency of the Year. The firm is a top-five global M&A advisor by deal volume and reported nearly $120 million in fee income in 2024, representing clients including HPS Investment Partners, Veritas Capital, and Vista Equity Partners.
2. FGS Global
- New York, USA (HQ)
- 1994
- 1,000+
- Corporate Communications, Investor Relations, Crisis Management, Public Affairs, M&A Communications
Industries Served
Financial Services, Corporate, Healthcare, Technology, Energy
FGS Global is the preeminent global strategic communications and public affairs consultancy, formed from the merger of Finsbury Glover Hering and Sard Verbinnen, operating across 31 offices worldwide. The firm is ranked the top global M&A advisor by deal volume and advises senior leaders at the world’s most consequential financial institutions on reputation, transactions, and crises.
3. Brunswick Group
- London, UK (HQ))
- 1987
- 1,000+
- Financial Communications, Investor Relations, Corporate Communications, Crisis Management, Stakeholder Engagement
Industries Served
Financial Services, Corporate, Private Equity, Energy, Technology
Brunswick Group is a leading global advisory firm founded in London in 1987, specialising in critical financial and corporate communications including M&A, investor relations, and reputation management. The firm recently advised Schroders in its $13.5 billion acquisition by Nuveen and is consistently ranked among the world’s top financial communications advisors.
4. Kekst CNC
- New York, USA (HQ)
- 1970
- 200-400
- Strategic Communications, M&A Communications, Crisis Management, Investor Relations, Corporate Reputation
Industries Served
Financial Services, Corporate, Private Equity, Healthcare, Technology
Kekst CNC is one of the most established names in global financial communications, with over five decades of experience advising business and institutional leaders through complex transactions, crises, and reputational challenges. The firm operates across major financial centres in the US and Europe and is widely regarded as a go-to counsel for high-stakes M&A and activist situations.
5. ICR
- New York, USA (HQ)
- 1998
- 400+
- Investor Relations, Financial PR, Corporate Communications, Crisis Communications, IPO Communications
Industries Served
Financial Services, Technology, Consumer, Healthcare, Retail
ICR is one of the largest independent strategic communications firms in North America, named PRovoke Media’s North American Financial and Specialist Agency of the Year in 2023. The firm is known for its integrated investor relations, financial PR, and branding capabilities, serving clients across finance, technology, and consumer sectors through IPOs, transactions, and ongoing communications programmes.
6. Dukas Linden Public Relations (DLPR)
- New York, USA (HQ)
- 2003
- 50-100
- Financial PR, Asset Management PR, Wealth Management PR, FinTech PR, Crypto & Blockchain PR
Industries Served
Asset Management, Wealth Management, FinTech, Blockchain, Professional Services
Dukas Linden Public Relations has been ranked among O’Dwyer’s top 10 financial PR firms for 11 consecutive years, reporting nearly $10 million in net fees in 2024. The firm specialises in asset and wealth management, capital markets, FinTech, and blockchain communications, and is recognised by The Observer and Insider as one of the financial industry’s leading PR agencies.
7. Vested
- New York, USA
- 2015
- 100-200
- Financial PR, FinTech PR, Thought Leadership, Content Marketing, Integrated Communications
Industries Served
Financial Services, FinTech, Asset Management, Banking, Insurance
Vested is an award-winning financial communications agency named Forbes one of America’s Best PR Firms and PR News’s Medium Agency of the Year, with a client roster including Ernst & Young, Aon, American Express, Bloomberg, and Morgan Stanley. The firm is a founding member of Financial Narrative, the world’s leading network for senior financial marketers and communicators.
8. Edelman Smithfield
- New York, USA
- 2018
- 50-150
- Financial Communications, Investor Relations, M&A Communications, Corporate Finance PR, Stakeholder Communications
Industries Served
Financial Services, Capital Markets, Corporate, Private Equity, Asset Managemen
Edelman Smithfield is a global financial communications boutique and public affairs firm formed within the Edelman group, specialising in multi-stakeholder communications within financial markets and strategic situations including M&A, IPOs, and investor relations. The firm is ranked among the top financial services PR agencies by DesignRush and is known for its expertise in navigating complex capital markets communications.
- Boston, USA
- 2005
- 20-50
- Financial PR, Asset Management PR, FinTech PR, Private Equity PR, Thought Leadership
Industries Served
Asset Management, Private Equity, FinTech, Wealth Management, Financial Technology
CB&A is a boutique agency focused exclusively on the education sector for over 25 years, with deep expertise in K-12, EdTech, and STEM communications. The firm is known for its hands-on approach to media relations, market research, and strategic storytelling that drives awareness and adoption of innovative education solutions.
10. Stanton
- New York, USA
- 2000
- 50-100
- Financial PR, Investor Relations, Crisis Communications, Corporate Communications, Transaction Services
Industries Served
Financial Services, Asset Management, FinTech, Professional Services, Corporate
Stanton has been ranked among O’Dwyer’s top 10 financial PR agencies for four consecutive years, with over two decades of experience helping financial brands build reputation, raise profiles, and grow their businesses. The firm is known for its strong relationships with financial media and its ability to deliver credible, high-impact communications for asset managers, financial services firms, and corporate clients.
11. Cognito
- New York, USA (HQ)
- 2001
- 50-150
- Financial PR, FinTech PR, Integrated Marketing, Digital Strategy, Media Relations
Industries Served
Financial Services, FinTech, Banking, Capital Markets, Professional Services
Cognito is a global financial and FinTech communications agency with offices across New York, London, Singapore, and Hong Kong, known for its deep knowledge of the finance industry and its ability to create strategies that resonate with specialist financial audiences. The firm blends media relations, digital marketing, and content creation into integrated communications programmes for financial services brands operating in complex, regulated markets.
12. William Mills Agency
- Atlanta, USA
- 1978
- 20-50
- FinTech PR, Financial Services PR, Content Marketing, Thought Leadership, Media Relations
Industries Served
FinTech, Banking Technology, Financial Services, Payments, Insurance Technology
William Mills Agency is one of the oldest and most respected FinTech-focused PR and marketing firms in the US, with over four decades of experience helping financial technology companies build their brands and reach key audiences. The firm is known for its deep understanding of the banking technology ecosystem and its ability to position FinTech clients as credible thought leaders in trade and national financial media.
13. Aspectus Group
- London, UK (HQ)
- 2000
- 100-200
- Financial PR, FinTech PR, Energy PR, Integrated Communications, Digital Marketing
Industries Served
Financial Services, FinTech, Energy, Technology, Capital Markets
Aspectus Group is a global communications agency headquartered in London, specialising in financial services, FinTech, and energy, with a reputation for deep industry knowledge and integrated communications strategies that combine PR, digital marketing, and content. The firm serves clients across major financial markets including London, New York, Singapore, and Abu Dhabi.
14. Caliber Corporate Advisers
- New York, USA
- 2012
- 10-50
- FinTech PR, InsurTech PR, Strategic Communications, Thought Leadership, Content Marketing
Industries Served
FinTech, InsurTech, Financial Services, Payments, Wealth Management
Caliber Corporate Advisers is a New York specialist known for simplifying complex financial concepts and positioning FinTech and InsurTech companies as accessible, credible brands through strategic communications and thought leadership. The firm is valued for its senior-led approach and its ability to help financial technology companies build meaningful audiences across media, conference, and digital channels.
15. Teneo
- New York, USA (HQ)
- 2011
- 1,500+
- Financial Communications, Investor Relations, Corporate Reputation, Crisis Management, Public Affairs
Industries Served
Financial Services, Corporate, Private Equity, Government, Technology
Teneo is a global CEO advisory firm with a major financial communications practice, helping senior leaders at the world’s largest financial institutions navigate transactions, activist campaigns, regulatory scrutiny, and reputational crises. Operating across more than 40 countries, the firm combines communications counsel with management consulting, public affairs, and investor relations in a fully integrated model.
16. Citigate Dewe Rogerson
- London, UK (HQ)
- 1970
- 100-200
- Financial PR, Investor Relations, IPO Communications, Corporate Communications, Crisis Management
Industries Served
Financial Services, Capital Markets, Corporate, Private Equity, Real Estate
Citigate Dewe Rogerson is one of London’s most established financial PR agencies, with over five decades of experience in investor relations, IPO communications, and corporate financial PR across major markets including the UK, Asia-Pacific, and Ireland. The firm is known for its deep City of London relationships and its expertise in guiding companies through capital markets transactions, annual reporting cycles, and financial crises.
17. Sodali & Co
- New York, USA (HQ)
- 1971
- 500+
- Shareholder Engagement, Proxy Advisory, Investor Relations, Corporate Governance Communications, ESG Communications
Industries Served
Financial Services, Corporate, Asset Management, ESG, Capital Markets
Sodali & Co is a global leader in shareholder engagement, proxy advisory, and corporate governance communications, operating across more than 30 countries for the world’s largest corporations and institutional investors. The firm is the go-to specialist for ESG investor communications, activist defence, and annual general meeting strategy for major financial institutions and listed companies.
18. Gasthalter & Co.
- New York, USA
- 2012
- 10-50
- Financial PR, Hedge Fund PR, Asset Management PR, Media Relations, Crisis Communications
Industries Served
Hedge Funds, Asset Management, Private Equity, Financial Services, Corporate
Gasthalter & Co. is a boutique New York financial PR firm widely regarded as the leading specialist for hedge fund and alternative asset management communications, advising some of the most prominent names in the global investment management industry. The firm is known for its discreet, senior-led counsel and its deep relationships with financial journalists at the Wall Street Journal, Financial Times, and Bloomberg.
19. Joele Frank, Wilkinson Brimmer Katcher
- New York, USA
- 2000
- 100-200
- M&A Communications, Shareholder Activism Defence, Crisis Communications, IPO PR, Corporate Reputation
Industries Served
Financial Services, Corporate, Private Equity, Capital Markets, Healthcare
Joele Frank is one of Wall Street’s most prominent financial communications boutiques, consistently ranked among the top M&A and shareholder activism defence advisors in the United States. The firm has advised on some of the most high-profile corporate transactions and proxy contests in recent memory, and is known for its tactical precision, senior involvement, and its extensive relationships across the investment banking and media communities.
20. Rubenstein Public Relations
- New York, USA
- 1983
- 50-100
- Financial PR, Corporate Communications, Crisis Management, Executive Reputation, Media Relations
Industries Served
Financial Services, Real Estate, Corporate, Entertainment, Non-Profits
Rubenstein Public Relations is a New York institution founded in 1983, with a long track record in financial services communications, corporate reputation management, and crisis counsel for senior executives at major banks, investment firms, and real estate companies. The firm is known for its powerful media relationships across financial, corporate, and general press, and its ability to manage complex reputational situations with discretion and strategic clarity.
How we Picked the Best Finance PR Agencies for Your Business.
Financial services is one of the most heavily regulated sectors in any economy, and PR agencies that do not understand compliance constraints — including what can and cannot be said about investment performance, fund strategies, and corporate transactions — represent a serious risk to their clients. We assessed each agency's demonstrated ability to craft communications that are both compelling and compliant with SEC, FCA, and other regulatory requirements. Agencies with in-house compliance expertise or strong working relationships with legal counsel scored significantly higher in our evaluation.
M&A announcements, IPOs, debt raises, and activist defence campaigns are the most consequential communications moments in financial services, requiring agencies with tactical precision, round-the-clock availability, and deep relationships with financial journalists and analysts. We assessed each agency's deal track record — including participation in major M&A rankings such as those published by mergermarket — and their experience advising clients through contested transactions and shareholder activism. Agencies consistently featured in the top tiers of M&A advisor rankings demonstrated the clearest operational readiness for high-stakes mandates.
Financial PR requires specialist media relationships at outlets including the Wall Street Journal, Financial Times, Bloomberg, Reuters, Barron's, and sector-specific trade publications — contacts that most generalist agencies simply do not have. We evaluated each agency's proven ability to secure coverage in the outlets that matter to institutional investors, regulators, and financial market participants. Agencies with former financial journalists on staff or long-standing beat relationships at key publications were viewed as significantly stronger candidates.
For listed companies and those approaching public markets, investor relations is inseparable from financial PR — and agencies that can manage media relations, analyst communications, shareholder engagement, and regulatory filings in an integrated way bring considerably more value. We assessed each agency's investor relations capabilities including earnings call support, investor day management, proxy advisory expertise, and ESG investor communications. Agencies with dedicated IR teams staffed by former buy-side or sell-side professionals stood out clearly in our evaluation.
Financial institutions face reputational crises that can destroy decades of trust in a matter of hours — from regulatory enforcement actions and trading scandals to executive misconduct and cybersecurity breaches. We assessed each agency's crisis communications track record specifically within financial services, where the legal, regulatory, and reputational dimensions of a crisis are uniquely complex and interconnected. Agencies with senior crisis specialists experienced in advising financial services CEOs, boards, and general counsels through public controversies scored highest in this critical capability area.
Five Questions to Ask a Finance PR Agency Before You Hire.
Financial communications operate under strict regulatory frameworks — including SEC rules on material non-public information, FCA guidelines on financial promotions, and MiFID II requirements — and an agency that is not fluent in these constraints can inadvertently expose your firm to serious legal and regulatory risk. Ask how the agency ensures that all media materials, press releases, and social content are reviewed for compliance before publication, and whether they have worked with legal counsel or compliance teams at similar firms. An agency that treats compliance as a legal team's problem rather than its own responsibility is not ready to serve a financial services client.
Transaction communications require a very different set of skills from ongoing PR — including the ability to work under strict confidentiality, coordinate across multiple advisors simultaneously, and execute flawlessly under severe time pressure. Ask for specific examples of transactions the agency has worked on, what role they played, and how they managed the communications timeline from announcement through closing. An agency that cannot point to meaningful transaction experience with comparable deal sizes and complexity should not be trusted with a high-stakes mandate.
Coverage in the Wall Street Journal, Financial Times, Bloomberg, and Reuters requires long-standing, trusted relationships with specialist financial journalists — contacts built over years that cannot simply be acquired. Ask the agency to name the reporters they work with regularly at the publications most important to your business, and when they last placed a significant story with each. An agency that cannot answer this question with specificity is unlikely to deliver the coverage that matters to your investors, clients, and counterparties.
Financial crises move fast and the first 24 hours of response can determine whether an institution recovers its reputation or loses it permanently. Ask the agency to walk you through their crisis protocol — who leads the response, how quickly they can mobilise, how they coordinate with your legal team and board, and what their media holding strategy looks like under regulatory scrutiny. Agencies that have a tested crisis playbook and can name senior advisors who have personally managed financial services crises at comparable institutions are the only ones equipped to advise you when it matters most.
For listed companies and those approaching capital markets, the separation of investor relations and media relations creates dangerous inconsistencies — particularly during earnings season, activist campaigns, or periods of market volatility. Ask how the agency coordinates messaging across analyst calls, investor days, media outreach, and shareholder communications to ensure consistency of narrative. An agency with genuine integrated IR and PR capabilities, ideally including staff with buy-side or sell-side backgrounds, will deliver meaningfully stronger outcomes than one managing these as separate workstreams.
Things to Watch Out for When Choosing a Finance PR Agency
Choosing the wrong PR partner can cost both time and money. Watch out for these key warning signs:
Financial services communications are governed by strict regulatory frameworks, and an agency unfamiliar with SEC rules, FCA guidelines, or MiFID II requirements can inadvertently expose your firm to legal and regulatory risk through a poorly worded press release or social post. Ask specifically how the agency handles compliance review of communications materials and whether they have experience working alongside legal and compliance teams at regulated financial institutions. Regulatory ignorance is not a minor gap in financial PR — it is a disqualifying one.
Coverage that matters in financial services — at the Wall Street Journal, Financial Times, Bloomberg, and Reuters — requires deeply specialist relationships with beat reporters who cover markets, banking, asset management, and corporate finance. A generalist agency without these relationships will pitch financial stories to the wrong journalists, through the wrong channels, and consistently underperform. Ask which financial reporters the agency has placed stories with in the past three months and test whether their answer demonstrates genuine familiarity with your target publications.
M&A communications require agencies to operate under strict confidentiality protocols, often working with material non-public information for weeks or months before a public announcement. An agency that has not previously managed this kind of information governance — including clean team arrangements, need-to-know access controls, and coordinated announcement timing — represents a serious leak risk. Ask the agency to describe their transaction confidentiality protocols in detail and be cautious of vague or generic answers.
Financial services crises are uniquely complex, with legal, regulatory, and reputational dimensions that intersect in ways that generalist crisis communications advisors rarely anticipate. An agency that has not previously managed a financial services crisis — such as a regulatory enforcement action, a trading scandal, or an executive misconduct situation — will be learning at your firm's expense during the most vulnerable moment. Always ask for specific financial services crisis examples, the agencies role, and the outcome before entrusting them with your crisis mandate.
For listed companies and those approaching public markets, separating investor relations from media and stakeholder communications creates inconsistencies in narrative that sophisticated investors and journalists will immediately detect. Be cautious of agencies that position IR and PR as distinct, siloed offerings without a clear integration model. The strongest financial communications agencies operate these capabilities as a unified function, ensuring that what is said to analysts is precisely consistent with what is communicated to media, employees, and the broader public.
