CSTMR
CSTMR is a vertically focused agency built around fintech and financial services, which means they speak the language of lending, payments, banking, and compliance fluently rather than treating it as just another vertical. The trade-off is breadth: they are a brand-led full-service shop with a high stated minimum, so businesses outside finance or those wanting a small, SEO-only engagement are not the target.
About CSTMR
CSTMR, also styled Customer, is a marketing agency that works exclusively with fintech and financial services companies, including banking, lending, payments, investing, insurance, and credit brands. The agency was founded in 2014 by industry veterans Rory Holland and Jack Macy and is headquartered in the Austin, Texas metro area, with a second location in San Francisco and a globally distributed team. Its services span brand strategy, branding, performance and content marketing, web and app design, paid media, email, social, and what it calls Discovery Optimization, covering both SEO and AI search visibility. SEO sits inside a broader brand and growth model rather than as a standalone product, so search work is typically bundled with positioning, content, and website builds. CSTMR is a strong fit for financial and fintech firms launching, evolving, or scaling that want a retainer partner and can meet higher engagement minimums. It is a weaker fit for very small budgets, non-financial verticals, or buyers seeking a one-off SEO project.
What they are known for
- Specializes exclusively in fintech and financial services marketing
- Founded in 2014 by Rory Holland (CEO) and Jack Macy (COO)
- Headquartered in the Austin, Texas area (Bee Cave, TX) with a second office in San Francisco
- Offers integrated branding, strategy, performance marketing, experience design, and Discovery Optimization (SEO plus AI visibility)
- Reported as SOC 2 Type 1 compliant and a Google and HubSpot partner per its own site
Who they work with
Fintech and financial services companies in banking, lending, payments, investing, insurance, and credit. Publicly named clients via testimonials and case studies include AccessOne, Athena Advisory, Pursuit Lending, ValidMind, Systems and Methods Inc, and UniTeller.
How they work
Retainer-based partner model following a four-step Assess, Define, Express, Activate process. Per its own site, engagements typically start from $15,000 per month and most operate as monthly retainers; Clutch lists a $50,000 minimum project size and a $200 to $300 hourly rate.
Key facts
Services offered
Industries served
Pricing
Is CSTMR right for you?
Strong choice if
- You are a fintech, lending, payments, banking, or investing company that needs a partner who understands financial compliance
- You want brand strategy, content, and SEO handled together rather than SEO in isolation
- You are scaling or launching a financial product and need positioning plus demand generation
- You can support a larger retainer
Look elsewhere if
- You are outside financial services and want sector specialists
- You want a small, low-cost, SEO-only engagement
- Your budget is below their stated project minimum
- You need a local near-me SEO play rather than a national brand build
Trust Score breakdown
Results & case studies
Ratings & reviews
I've worked with several different agencies in the past and CSTMR is by far my favorite. Jack and team not only possess great industry knowledge and insights, but also take the time to carefully listen and fully understand our business needs and goals in order to deliver quality solutions and recommendations time and time again. They are forward thinking and take a very customer centric approach which has helped us scale and optimize our digital properties across multiple channels. Our team has has had a great experience overall and I would give CSTMR my highest recommendation to other companies seeking to grow their brands in the digital space.
CSTMR did a terrific job designing my website and helping me grow my FinTech start-up. What separates CSTMR from other developers is their strong domain knowledge in financial services, in addition to having deep technical expertise. Also, they're just good guys to work with. Would highly recommend!
The team at CSTMR are thoughtful, skilled marketers that go above and beyond for their clients. I was looking for a flexible agency that could take on both small and large projects with the same level of customer support and detail and found just that. We recently wrapped up an SEO project that resulted in a 30% increase in website traffic over a 2-3 month period and are seeing new business as a result. I highly recommend working with the CSTMR team!
I couldn't be happier with the decision to work with CSTMR. Rory, Melissa, Jeff, Matt and the entire team at CSTMR have made it easy for us to get growing fintech company to market, and have been instrumental in developing our strategy and driving execution. They understand and specialize in the fintech space which makes it easy for us to collaborate and share ideas. Thanks CSTMR! #letsgrow
Have worked with Rory & Co on and off for the last half decade. They’ve helped out on many projects either with getting something off the ground, or just owning it completely. Amazing team and results.