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Financial Services & Fintech


5W has a proven track record of ensuring that our financial client brands are as dynamic as the industry in which they operate. From activist investing and proxy fights to capital markets, consumer finance, insurance and banking, we have delivered results in financial PR with a combination of market intelligence, strategic messaging and timing.

Notable client experience includes Webull, one of the largest trading platforms in the world, Payoneer, the digital payment platform empowering businesses around the world to grow globally, AvidXchange, the largest B2B payment network in the US, serving more than 5500 customers and 400,000 suppliers nationwide, Tradier a provider of APIs for many of the leading trading platforms globally, and Splash Financial, a major player in the student loan refinancing space.


5W PR counsels its clients on communicating to various audiences including investors, shareholders, regulators and the general public.

We develop key messaging for highly sensitive business matters for sophisticated audiences and break down complex issues for the everyday investor. The financial industry does not exist in a vacuum and in a global business environment, the interconnectedness of our clients business requires deep technical knowledge and media savvy.

The industry has experienced a massive change recently and our leadership in financial communications through a changing landscape has proven essential for our diverse array of financial services clients seeking to establish and build out their brands.

We are experts in:

  • Activist Investor Campaigns
  • Investor Relations
  • Proxy Solicitation
  • Regulatory Support
  • Shareholder Communications
  • Financial Tech PR
  • Consumer Finance

Experts in Fintech PR


No industry is facing greater technological disruption than the world of finance. From the automation of traditional banking services and investment tools, to the ability to create and transfer currency with the push of a button, Financial Technology ("FinTech") is changing the way individuals and businesses can secure, exchange, manage and lend money globally. With the explosive growth of FinTech comes one of the fiercest races between startup companies and a finance industry looking to adapt to changing consumer and business needs. 5W has long been at the forefront of FinTech communications having spearheaded strategic and creative campaigns for many of the industry's trailblazing companies to help define entirely new categories.


As an industry still working to build its reputation among regulatory bodies, lawmakers, investors and client partners, B2B FinTech companies turn to 5W to help create influence and lay the building blocks for the future. With leading B2B client experience including the largest B2B payment network in the US, AvidXChange, financial planning software, eMoney, and wealth management back-office technology provider Docupace, 5W develops corporate communications plans that generate powerful Tier 1 media exposure and ensure key executives, products, and company initiatives remain in the headlines for the right reasons.


Consumers can control just about every aspect of their finances from the phones in their pocket, without the need to ever step foot in a bank again. Much like customer loyalty defined the banking industry as we used to know it, 5W understands that building trust, credibility and retention goes hand-in-hand with online and mobile finance solutions today. Whether consumers are clicking for personal loans or mortgages, making mobile payments in a restaurant, comparing credit card products at home, or setting up low-fee savings accounts for a rainy day, 5W has helped fintech leaders such as top technical analysis provider, Stockcharts, leading BNPL platform, Sezzle, as well as PatientFi, Digits, and others share their services with millions of people worldwide.

Put simply, 5W gets results. They are great at media placements and facilitating a steady flow of thought leadership pieces among the likes of Entrepreneur and Fortune. The team is always available, strategic, smart and responsive to feedback - just the way it should be.

Johnny Steel, VP Marketing,
Payoneer Co

Since 5W Public Relations came aboard, the client has already met their PR goals for the year. They've been impressed with the team's communication and management process as well as their ability to adapt to different situations. Also, the vendor is very personable and never fails to follow through.

Ryan George, Chief Marketing Officer,


Webull is an easy-to-use, zero commission brokerage and market data platform for traders of all experience levels...

Case Study
Case Study
Case Study
Case Study

Standard General

Standard General is a strategic investor focused on media and gaming industries.


AvidXchange is the industry leader in automating invoice and payment processes for mid-market businesses.

Case Study
Case Study
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