Financial Advisors

-Transaction Combines Highly Complementary Customer Experience (CX) Solutions Businesses -Unifies Best-in-Class Digitally-Enabled Capabilities to Support the Entire Customer Journey for B2B and B2C Clients -47% Premium for…
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New Brand Reflects the Cumulative Impact of Its Acquisitions, Industry-Leading Thought Leadership, and New Product Enhancements FMG Suite, a SaaS company specializing in marketing software and services for financial advisors, announced…
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AI-powered prospecting data engine debuts at T3 Advisor Conference Nearly 70% of registered independent advisors struggle to reliably schedule at least one prospect meeting on a weekly basis1, limiting success in an…
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Wealthbox, a leading CRM software platform for financial advisors, announced today that Frontier Growth, a growth equity firm focused on fast-growing software businesses, has taken a minority stake in the company with a $31M equity…
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Survey of nearly 500 advisors reveals that personalization, automation and tailored content drive digital marketing engagement Advisor Websites, a provider of personalized websites and targeted digital marketing solutions for…
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RLR Strategic Partners Managing Partner, Larry Roth, Joins White Glove Advisory Board White Glove, a fintech marketing company specializing in client acquisition services for financial advisors and portfolio company of Rockbridge Growth…
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Fast-growing company aims to strengthen their group workshop product for financial advisors through strategic partnership White Glove, a tech-enabled marketing services company that specializes in turnkey Done-For-You client acquisition…
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Expanded capabilities enable advisors to submit email, social, website and other content directly from FMG Suite's industry-leading marketing platform and new mobile app FMG Suite, a SaaS company specializing in marketing software and…
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SaaS Company Honored for Diversity and Inclusion, Individual Thought Leadership & Education, and Fintech/TAMP Platforms Thought Leadership & Education FMG Suite, a SaaS company specializing in marketing software and services for…
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The partnership between Seven Group and XYPN gives advisors a tactical advantage in the digital world. Seven Group, a New York City-based marketing platform catering exclusively to financial advisors, announced a partnership with XY…
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MarTech Breakthrough Awards Recognizes Industry-Leading SaaS Company For Standout Social Media Technology FMG Suite, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance…
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PrimeCaster Media has announced the launch of an updated digital marketing service for financial advisors and accountants. They provide custom marketing strategies to connect clients to more targeted leads through cost-effective…
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New Proposal with Improved Financial Terms Provides Increased Value for MDC Shareholders, Further Enhanced Governance and Offers Best Chance to Create Global Modern Marketing Company with Near- and Long-Term Growth Prospects Special…
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Wealthbox CRM now allows advisors single sign-on to view account balances held at Schwab Wealthbox, a leading CRM software product designed for financial advisors, announced integration with Schwab Advisor Center. Marketing Technology…
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Altruist, a fully integrated digital investment platform for financial advisors and their clients, names Zach Pentel, former Head of Global Brand Strategy at Spotify, to its executive team as Chief Marketing Officer. In…
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Like many other business transactions during the coronavirus pandemic, mergers and acquisitions (M&As) have been impacted by the need to cut back on operational spend with executives looking internally at the health of their own…
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New Referral Program Provides A Mutually Beneficial Way to Enable Financial Advisors to Experience the First Inbound Marketing SaaS Solution for Financial Advisors Twenty Over Ten, an industry-leading SaaS company, announced the launch…
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Turnkey system offers prepared scripts, ready-made branded landing pages to host video communications from the advisor, and coordinated emails to promote the important messages to clients and prospects Snappy Kraken, a MarTech company…
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