We Build Brighter Brands
We’re a Florida-based marketing agency serving the finance industry that helps businesses grow with innovative and strategic marketing solutions.
What We DO
Our Services
Branding
We craft branding that brings your story to life—visually, verbally, and strategically—so your business stands out and stays memorable.
Social Media
We help you show up with purpose on the platforms that matter (LinkedIn, Instagram, etc.) by creating scroll-stopping content, building real connections, and turning followers into leads.
Content Creation
We create strategic, engaging content that educates, builds trust, and drives action—so your ideal clients find you, remember you, and choose you.
Website Design & Management
We build and manage websites that look great and work hard, helping your brand make a strong first impression and turn visitors into leads.
Email Marketing
We craft and manage targeted email campaigns that keep your audience engaged, build trust over time, and drive measurable results.
Event Management
We plan and execute professional, on-brand events that connect you with the right people, build credibility, and create lasting impact.
Ads
We create and manage strategic ad campaigns that put your brand in front of the right people—driving traffic, leads, and real results across Google and social platforms.
Public Relations
We craft clear, compelling press releases and monitor your brand’s presence, helping you share your story and stay informed.
Analytics & Reporting
We track, analyze, and simplify your marketing data, enabling you to understand what’s working, make informed decisions, and maximize your results.
Who we are
We Are Creative Thinkers
We’re a Florida-based marketing agency serving the finance industry that blends strategic insight with bold, sunshine-fueled creativity. Specializing in helping financial brands grow with purpose, we craft tailored marketing solutions that connect, convert, and endure. From brand strategy and digital campaigns to content, creative, and analytics—we partner with clients to deliver measurable results through work that shines.
With deep experience in finance and a get-it-done mentality, we know how to simplify the sophisticated and make it resonate. Whether you’re looking to launch, scale, or reimagine your brand, we bring the clarity and energy to get you there.
Who we serve
Our Clients
B2B Service Providers
Broker dealers, accounting firms, fund administrators, law firms, FinTech, consulting firms, etc.
We build scalable marketing engines that drive qualified leads and increase brand trust.
Hedge Funds
We support the full lifecycle of growth with pitch deck design, public relations, and digital marketing (web, social media, email marketing).
Who Leads us
Emma Palatnik
As Head of Sunshine Digital Marketing, Emma Palatnik leads the development and execution of strategic marketing initiatives tailored to the unique needs of clients in the financial sector.
With a deep background in financial marketing and experience at leading broker-dealers, Emma brings a strong understanding of industry regulations, audience behavior, and the importance of trust-driven communications. She collaborates closely with clients to craft compelling narratives, build brand credibility, and drive growth.
Moreover, Emma’s combination of industry insight and creative vision allows her to translate complex financial concepts into clear, engaging marketing that resonates with client audiences.
Beyond her professional work, Emma is a proud University of Illinois Urbana-Champaign alum. Currently, she lives in Miami, Florida.
FAQs
Frequently Asked Questions
What does a finance marketing agency do?
A finance marketing agency helps financial services companies attract new clients, build brand trust, and stay compliant while promoting their services. Sunshine Digital Marketing Solutions specializes in helping clients like RIAs, broker dealers, hedge funds, and accounting firms generate leads and increase awareness through branding, content marketing, email campaigns, social media, and websites.
Why should I hire a marketing agency that specializes in finance?
Simply put, financial marketing requires industry knowledge, compliance awareness, and a professional yet trustworthy tone. Unlike general agencies, we understand the regulatory nuances that impact what you can say online. As a result, partnering with a finance marketing agency helps ensure your content is not only effective but also compliant.
What types of financial firms do you work with?
Typically, we work with small to mid-sized financial services firms including: registered investment advisors (RIAs), broker dealers, financial consultants, FinTech startups, law firms, fund administrators, and accounting firms. Whether you’re established or just getting started, if you’re in the financial world and need marketing support, we’ve got you covered.
What makes Sunshine Digital Marketing Solutions different from other agencies?
For starters, we’re not a one-size-fits-all shop. Sunshine is a finance marketing agency that acts as an extension of your team—offering both done-for-you services and consulting support. Beyond that, we combine creativity with data-driven strategy to help you grow your brand and your book of business. Most importantly, we make marketing actually fun (yes, even in finance).
What services does your finance marketing agency offer?
In short, we offer a full suite of marketing services tailored for financial firms. Our core services include: branding and messaging, LinkedIn marketing and ghostwriting, website design and management, email marketing campaigns, content strategy and creation, event marketing and promotion, advertising, graphic design, and marketing consulting and training. Ultimately, we build strategies designed to generate leads, boost credibility, and keep your firm top-of-mind with your ideal audience.
Do you understand financial compliance and regulations?
Yes! We have deep experience with financial services companies, so we fully understand compliance requirements for regulated industries. Because of that, we help you create compliant yet compelling content that passes internal reviews and aligns seamlessly with all relevant regulatory guidelines.
How much does it cost to hire a finance marketing agency?
It depends. Our pricing is based on your goals, scope, and desired level of support. That said, we offer flexible options that fit your firm’s size and budget. Rather than guessing, contact us for a free consultation—we’ll customize a plan that makes sense for your needs.
Can you help with marketing strategy, or do you only handle execution?
Both! We can develop your marketing strategy from the ground up—or, if you already have one in place, step in to execute and optimize it for better performance. Either way, you’ll get the expertise and consistency your team needs to grow with confidence.
Where is your agency located?
We’re proudly based in South Florida, serving clients in Miami, Fort Lauderdale, Boca Raton, Delray Beach, West Palm Beach, and across the U.S. Because we work virtually, we’re able to partner with financial services firms anywhere in the country—without missing a beat.
How do I get started with Sunshine Digital Marketing Solutions?
Getting started is easy. Simply contact us through our website to schedule a discovery call. From there, we’ll learn about your goals, identify growth opportunities, and develop a marketing plan that helps your financial firm stand out in a competitive market. Before you know it, your brand will have the clarity, visibility, and results you’ve been looking for.
Contact Us
Ready to achieve success by partnering with a marketing agency that understands the finance industry? Fill out the form below.