Hey, it’s Brooks. Welcome to Mondays with Money Marketers, where Wall Street meets Madison Avenue.
As a quick reminder: We’re an email marketing agency for financial service firms. We use email to drive leads, increase conversion rates, reduce churn, and boost your bottom line.
We taught ourselves how to do everything above by growing our own newsletter, The Street Sheet, from 5,000 subscribers to 160,000 subscribers (and counting).
We then took what we learned and started helping companies like J.P. Morgan, SoFi, Empower, Benzinga, and more with their email and content marketing.
Every Monday, we share tips and tricks we’ve learned that you can implement yourself.
Before we dive in, here's a link to my calendar if you'd like to discuss how we can help you generate more business.
In today’s edition:
How This Fintech Used Content to Impress VCs (Full YouTube Video)
EToro’s blockbuster $620M public debut sets stage for fintech IPO bonanza
Using AI To Help Fix Wealth Management
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LINKS WORTH A LOOK
💱 Fintech
💼 Wealth Management
Here's how much RIA employees get paid (Citywire)
Raymond James Snags $3-Million UBS Team in Ohio (AdvisorHub)
Using AI To Help Fix Wealth Management (Forbes)
🤔 Street Sheet Features
This company may not be front of mind for most investors. But it’s central to the nuclear power bull thesis. (The Street Sheet)
Trade Truce and Margin Resilience Drive Re-Rating in Cyclical Giant (The Street Sheet)
Wait, is Argentina a buy? (The Street Sheet)
DEEP DIVE
When you’re running a fintech startup with a small team, content usually falls to the bottom of the to-do list. That was exactly the case for Joshua Lee, co-founder of Tribe Money, a group banking platform that helps friends, roommates, and college clubs pool funds with transparency and governance.
“We knew staying top of mind with our waitlist mattered,” Josh told us. “But it was completely manual. We were literally using a spreadsheet and writing emails ourselves whenever we could find the time.”
The result? Inconsistent sends, creative burnout, and unsubscribes from users they had worked hard to acquire.
Josh came to us at Money Marketers with one goal: keep their waitlist engaged—without burning out his small team. Tribe Money was still in beta, and Josh was fundraising at the time. Creating thoughtful content week after week just wasn’t feasible.
“There were so many things pulling at our attention: legal, product, fundraising, support. Content kept slipping,” he said. “And even when we did find time to write something, it felt like we were always saying the same thing.”
We started with a strategy session to identify Tribe’s core audience personas—college club treasurers, shared households, small friend groups—and then aligned each newsletter topic to a specific persona’s voice and needs. This way, every piece of content felt like it was written to someone, not just for them.
We also built a repeatable workflow to:
Repurpose each newsletter into a blog post for SEO
Use investor-friendly language that could double as company updates
Position Tribe Money as the trusted alternative to Venmo group chats and awkward IOUs
As Josh put it:
“You weren’t just writing generic content. You were educating, storytelling, and even teaching me a few things about the space.”
Consistency: Instead of random, sporadic sends, Tribe Money now ships valuable content to their waitlist like clockwork.
Time Savings: Josh and his team no longer spend hours staring at a blank page. They just give us a few ideas or updates, and we handle the rest.
Investor Attention: “We had investors reach out after reading the newsletter, saying how impressed they were,” Josh told us. “That had never happened before.”
At Money Marketers, we don’t do one-size-fits-all. Our team of finance-native writers understands how to talk about money in a way that resonates—whether it’s to retail investors, institutional LPs, or early beta users on your waitlist.
Josh put it best:
“With most marketing agencies, it felt like they were doing 10 things at once—and none of them well. You guys were focused. You knew how to write for fintech, and that made all the difference.”
When we asked if he’d refer Money Marketers to other fintech founders, Josh didn’t hesitate:
“Absolutely. You took the content off my plate completely. You helped us build trust with users and get on the radar of investors. It was frictionless.”
That’s what we aim for with every client: make your life easier while making your content better.
If you’re running a fintech company (or advising one), and want to turn your email list into a trust-building machine—without doing the heavy lifting—let’s talk.
AD SPOTLIGHT: UBER EATS