Revenx

Results-driven Digital Marketing for Financial Advisors, Insurance Agents and Agencies
1350 County Rd 1, Dunedin, Florida 34698, United States
https://revenx.com

Revenx Overview

Number of Employees
Under 49
Minimal Budget
$1,000 - $10,000
Average Hourly Rate
$200/hr
Year Founded
2021
Revenx is a digital marketing agency that works exclusively with financial advisors, insurance agents, and wealth managers. Its core services include:
  • Appointment booking with federal, state/university, and K-12 public employees
  • SEO for financial advisors
  • Email marketing
  • Pay-per-click advertising
  • Website development
  • Facebook ads
Revenx books appointments using compliance-friendly funnels, SEO for high-intent searches, and insurance-focused campaigns. Automated follow-ups confirm bookings and reduce no-shows, and every appointment carries a replacement guarantee if a prospect doesn't show.

The agency reports 44,000 client-booked appointments in 2025 and more than 125,000 delivered to partner agencies and IMOs over the prior three years.

Other notable accomplishments include over 200 satisfied clients nationwide, more than $50 million in driven revenue, and an average 8x return on marketing spend.

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Revenx Services

Industries

  • Finance
  • Insurance

Client Types

  • Small Businesses
  • Medium Businesses

Revenx Reviews


Reviews from Google Maps and DesignRush are available on this profile.
All reviews
  • All reviews
  • Google reviews
  • DesignRush reviews
If zero stars were an option, that is what I would leave. I enrolled with Revenx under a 3-month agreement targeting 20 appointments per month, including a 50% no-show replacement policy and a 100% replacement policy for prospect-canceled appointments. During the first month, I experienced duplicate appointments, cancellations, no-shows, appointments scheduled outside timelines discussed with management, and prospects who did not intend to book or were unaware of the appointment. Revenx maintains that 29 appointments were provided. However, after reviewing the appointment records and discussing the account with management, only 6 appointments resulted in valid attended meetings. This discrepancy led management to review my account, acknowledge concerns, and establish revised expectations for fulfillment and replacements. I did not initially request termination. Management established a timeline for improvement. Only after those expectations were not met did management recommend ending the relationship, stop future billing, cancel future drafts, and waive termination fees. The dispute became about unresolved appointments and application of the replacement policies. Revenx and I disagreed on how appointments should be counted and whether additional appointments or refunds were owed. During settlement discussions, I was asked to agree to a non-disparagement provision. I declined because I believe customers should be able to leave truthful reviews. After declining that provision, discussions ended, and Revenx declined to fulfill what I believe were the remaining appointments owed or provide refund consideration. While I appreciate that future billing was stopped, I do not believe the services delivered matched the expectations presented during the sales process. "
Project Name: Pre-booked appts
Project Type:
Digital Marketing For Financial Services
Company size:
Under 49
Industry:
Financial Services
RevenX has been great to work with. Leads are leads so obviously you're going to run into no show, cancels and people that waste your time but there are plenty of really quality resources coming out of here. And they're great to replace no shows and cancels. They have a solid support crew, really good trainings and it is very clear that they want to provide resources that allow you to thrive in the business. Great bunch of people! "
Steven Tibbitts's Review Sourced from Google
Expect no results, her an her husband can’t even understand basic boat ramp etiquette. Most people at a ramp understand not to pull in and dock behind someone backing in to launch skis "
Alex Steffey's Review Sourced from Google
Beware. Last review deleted. Contract violations. Overcharging issues. Lead quality issues. Hard to find any trustworthy services in this industry. I have all the receipts from my unfortunate ending with Revenx which started pretty good to be honest. Willing to share other providers I have found to be MUCH more reputable. "
kyle mortimer's Review Sourced from Google
Outstanding lead gen product. I couldn't be happier with the service. Definitely worth the money, and I made my ROI back in the first month! Plus Brittany is amazing and takes great care of us individually, always available to answer questions and troubleshoot with lightning speed. This is clearly a cut above other services out there. "
Rhys Skarrxin's Review Sourced from Google
⭐⭐⭐⭐⭐ I cannot express enough how pleased I am with Revenx's services. As someone in the retirement planning industry, I understand the value of quality appointments, and Revenx exceeds expectations on every level. Their preset retirement appointments are of exceptional quality, and the system they have in place is incredibly efficient. Not only do they deliver on their promise of high-quality appointments, but their customer service is also top-notch. The team at Revenx is available for support, whether it's through email, their weekly meetings, or their convenient chat feature for instant assistance. One of the standout features for me is their policy on "no show" appointments. Unlike my previous vendor, Revenx automatically replaces these appointments without charging extra. This level of reliability and commitment to customer satisfaction truly sets them apart. Thanks to Revenx, I can now focus my time and energy where it matters most: on my clients and their needs. I am grateful for the peace of mind knowing that I can trust Revenx to handle the appointment side of my business efficiently, allowing me to concentrate on delivering the best service possible. "
Daryl Clark's Review Sourced from Google

Revenx Clients

BetterHave LLC
Spotify
WaveSound LLC