All workFinancial publishing / Portfolio Insider

From a few hundred a day to serious scale.

Account recovery, creative and campaign strategy for a growing financial publishing business.

Paid socialAd policyLead generation
Portfolio Insider
Average monthly revenue
$1,600,000
Ad spend in the detailed results
$300,000
Return on ad spend in the detailed results
5.33×
Daily ad spend before and after scaling
$500→ $10,000
Share of total company revenue from RGM's traffic
1/5
01 / The challenge

A clear starting point.

The financial publishing and Fintech space is notorious for being extremely difficult to be ad policy compliant. When they came to us Portfolio Insider’s ad account was falsely flagged.

Portfolio Insider’s product suite for traders and investors:

Paid reports identifying top stock picks.

Cloud based AI software that identifies key market trends for specific asset classes.

02 / Our approach

Turning the right levers.

  • 01

    We worked with Facebook to re-enable their account and worked with the client to create policy compliant landing pages, campaign strategy, ad creatives and ad management.

  • 02

    We drove traffic to trip wire paid reports, with paid reports on the backend, webinar registrations offering free SMS stock tip alerts, and free report lead magnets.

03 / The outcome

A meaningful step forward.

We helped Portfolio Insider grow from a small startup, spending a few hundred dollars a day on Facebook to one of the Nasdaq acclaimed fastest growing Fintech companies in the USA.

Reach Global Media Traffic: 1/5 of total company revenue

Started at $500 daily ad spend

Scaled to $10K daily

5.3x ROAS

Avg. monthly revenue $1.6M

“An incredible accomplishment for all of us! They were able to grow our (ad) spend to about $10,000 a day with an ROI of over 5x”
Will HobbsCMO, Portfolio Insider

Figures and client statements refer to this individual engagement, as documented in Reach Global Media’s published case study.

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