ABOUT US

MomentumFi Marketing was founded by Dawson Lively, a seasoned financial executive with over two decades of experience in credit unions, banks, and fintech. After years of leading operations, mergers and acquisitions, and marketing initiatives, Dawson saw a gap—too many financial institutions were being underserved by generic marketing agencies that didn’t truly understand the industry.
That’s where MomentumFi Marketing was born.

We specialize in helping credit unions, banks, and financial professionals grow with purpose. With deep industry roots and marketing expertise, we craft strategies that speak the language of finance—while delivering modern, measurable results. From targeted digital campaigns and SEO to website development and workflow optimization, we’re here to drive real momentum for your institution.
We’re proud to be mission-driven, just like our clients. Whether you want to grow your membership, increase loan applications, or build a stronger digital presence, MomentumFi is your trusted partner for strategic, scalable growth.
Let’s build Momentum together.