FMG Appoints New Chief Revenue Officer to Accelerate Enterprise Expansion Across Wealth Management and Insurance
FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced the appointment of Matt Newman as Chief Revenue Officer.
FMG Acquires Testimonial iQ, Will Rebrand as FMG Testimonials
FMG, the leading all-in-one marketing platform for wealth management enterprises, financial advisors and insurance professionals, today announced it has acquired Testimonial iQ, an online reputation management platform built specifically for the wealth management industry.
FMG Announces Executive Leadership Appointments to Accelerate Growth and Innovation
FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced executive leadership appointments to support continued growth and platform innovation for its enterprise and direct clients across RIAs, broker-dealers, wirehouses, regional firms, and insurance organizations.
Independent Study Finds FMG Delivers 26x ROI and 4x Higher NPS Than Competitors, Fueling Advisor Productivity and Enterprise Growth
Advisors using FMG report higher client retention, faster lead conversion, and an average of four hours saved weekly on marketing.
GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors
Firm executes Leaders Strategy™ partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman Chicago, IL, September 10, 2025 – GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite (“FMG” or “the Company”), a leading provider of advisor-led marketing automation software […]
FMG is Named the Winner in Three Wealth Management 2025 Industry Awards Categories
FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)
GTCR to Acquire FMG Suite from Aurora Capital Partners
Under GTCR’s ownership, FMG will expand AI capabilities, scale enterprise relationships and pursue front-office innovation CHICAGO, IL, July 29, 2025 – GTCR, a leading private equity firm, announced today that it has signed a definitive agreement to acquire FMG Suite (“FMG” or “the Company”), one of the largest providers of advisor-led marketing automation software used […]
FMG Leads the Way in AI Innovation with New Tools to Help Advisors Market More Efficiently and Streamline Compliance
Overwatch, Sidekick, and Muse facilitate compliance review, act as a personal assistant, and help advisors write custom marketing content, reinforcing FMG’s leadership in embedded AI solutions San Diego, CA, June 10, 2025 – FMG, a leading SaaS provider of marketing automation, content, and websites for financial advisors, today announced the rollout of three new AI-powered […]
FMG is Named a Finalist in Three Wealth Management 2025 Industry Awards Categories
San Diego, CA, June 9, 2025 – FMG is honored to announce that we’ve been named a Finalist in the Wealth Management 2025 Industry Award (the “Wealthies”) in the following three Technology Provider categories: Chief Marketing Officer of the Year Susan Theder: She leads all aspects of FMG’s marketing, branding, and customer experience, empowering advisors […]
FMG and Osaic Expand Enterprise Partnership to Power Firmwide Advisor Marketing Support
Enhanced collaboration extends FMG’s ‘Do It For Me’ solution to Osaic’s 11,000 financial professionals San Diego, CA – June 3, 2025 – FMG, a leading SaaS marketing platform for financial advisors, today announced an expanded enterprise agreement with Osaic, one of the nation’s largest wealth management firms. The partnership extends FMG’s role as the technology […]
