SAN DIEGO, Jan. 14, 2026 /PRNewswire/ -- FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced executive leadership appointments to ...

On Tuesday, self-styled "martech innovator" Snappy Kraken officially announced the launch of its Smart Growth Suite, a platform designed to streamline lead conversion and simplify marketing workflows.

To wrap up some of the happenings in this busy week for wealth tech, FMG Suite has made a key acquisition to better help organic growth-seeking advisors, Alphathena has integrated with a tech-forward ...

GTCR, the Chicago-based private equity firm that owns other companies in the wealth management space, has penned an agreement to acquire FMG Suite, a marketing technology company for financial ...

Private-equity firm GTCR is buying FMG Suite, a maker of software for financial advisers and insurance professionals, from California-based Aurora Capital Partners. GTCR in talks to acquire prepaid ...

Marketing automation software firm FMG announced today that its co-founder Dave Christensen has been appointed CEO and that former Salesforce executive Michelle Feinstein is succeeding him as chief ...

Private-equity firm GTCR said it has agreed to acquire FMG Suite, a marketing and software company used by financial advisors and insurance professionals, from Aurora Capital Partners, another private ...

New marketing rules that removed SEC shackles a few years ago came as a sea change for financial advisors. Most notably, now they can solicit testimonials and bask in positive online reviews.