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 […]
FMG Ranked #1 in Multiple Digital Marketing Solutions in 2025 T3/Inside Information Survey
FMG is honored to announce that we’ve been recognized as the top provider in three key categories of the 2025 T3/Inside Information Technology Survey: Digital Marketing Tools – Lead Capture Digital Marketing Tools – Content Social Media/Text Archiving Tools This recognition is particularly meaningful because it reflects the opinions of financial advisors who use our […]
FMG Receives Top Workplaces Award as Featured in USA Today for the Third Consecutive Year
SAN DIEGO, CALIF., March 20, 2025 – FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been recognized for the third year in a row as one of the top mid-size workplaces in the nation by Top Workplaces Awards, as featured in USA Today. Top Workplaces […]
FMG Launches Inaugural 2025 Marketing Guide for Financial Advisors, Unlocking New Pathways to Organic Growth
Comprehensive resource provides financial advisors with practical blueprints across five essential marketing pillars to drive business growth. SAN DIEGO, December 11, 2024 — FMG, a leading SaaS company specializing in marketing content, automation, and websites for financial advisors, today announced the release of its inaugural 2025 Marketing Guide for Financial Advisors. This comprehensive resource transforms […]
FMG Expands Product Line with All-New Business Edition of Their Award-Winning Marketing Suite
Specifically Designed for Mid-Market RIAs, Banks, and Credit Unions to Streamline Advisor Marketing Efforts and Drive Growth SAN DIEGO, July 23, 2024 /PRNewswire/ — FMG Suite, a leading SaaS company specializing in marketing software and services for financial advisors, today announced the launch of Marketing Suite Business Edition, a comprehensive product designed specifically for the […]
FMG Receives SOC 2 Type 1 Certification, Enhancing Security for Its Customers
SAN DIEGO, CALIF., July 9, 2024 – FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, is proud to announce it has received its Service Organization Controls (SOC) 2 Type 1 certification, taking a major step forward in its data and system security. cybersecurity. SOC 2 certification validates […]
FMG Receives Top Workplaces Award as Featured in USA Today for the Second Consecutive Year
SaaS Company receives Top Workplace in the Nation Award from the Leading Employer Recognition Program for the second year in a row
FMG Named “Best Overall Fintech Software” in the 2024 FinTech Breakthrough Awards
Prestigious International Awards Recognizes Outstanding Financial Technology Product
Idea Decanter Announces Strategic Partnership with FMG
Partnership will provide a seamless way for advisors to add video to their FMG websites
FMG Recognized as Practice Management Solutions Provider of the Year by Wealth Solutions Report
FMG’s all-in-one platform selected as a Practice Management Solutions Provider of the Year.
FMG Receives Top Workplaces Award in The San Diego Union-Tribune for the Second Consecutive Year
SaaS company recognized as a top place to work by the nation’s leading employer recognition program for the second year.
FMG Enhances its Premium Website Offering Providing More Customization and Personalized Design Resources
FMG’s new premium website offering enables financial advisors to get a unique and beautiful website reflecting their brand personality and objectives.
FMG Adds Integrated And Compliant Texting Capabilities To Its Platform Through Acquisition of MyRepChat
FMG Will Make Significant Investments in the Platform to Enhance Enterprise Features and Deliver a World-Class Financial Advisor Texting Experience
FMG Achieves 400% Growth in Enterprise Relationships, Enhances Offering
Reflects Increased Investment in Resources, Technology, and Product Offerings for Broker-Dealers, Large RIAs, Banks, and Credit Unions
FMG Announces “One-Click” AI-Powered Personalization of Social Media Content Including Custom Captions Leveraging Marketing Best Practices
Phase one of plans that will transform FMG’s powerful content engine into a personal library for financial advisors
FMG Recognized as One of the Top Workplaces in the Nation
SaaS Company Recognized as a Top Workplace in the Nation by Leading Employer Recognition Program
FMG Receives Top Workplaces Award in The San Diego Union-Tribune
SaaS company recognized as a top place to work by the nation’s leading employer recognition program.
Choreo Partners With FMG to Launch Canvas, a New Digital Marketing Platform To Support Financial Advisor Growth
New Offering will Enable Advisors to Automate Digital Marketing and Communications Efforts to Attract New Clients and Increase Engagement with Existing Ones
Conneqtor Partners with FMG to Facilitate the Implementation of Proven Marketing Best Practices in Independent Advisor Businesses
Industry leaders band together to spearhead advisor growth by drawing on Conneqtor’s proven training program and FMG’s easy-to-use, all-in-one marketing technology platform.
FMG Wins “Marketing Automation” and “Social Media Leadership” Categories at the 2022 WealthManagement Industry Awards
Marketing technology provider wins two categories in the prestigious industry awards program.
FMG Takes Leadership Position in Artificial Intelligence Capabilities Through the Acquisition of Vestorly
Agreement expands the all-in-one marketing platform’s artificial intelligence (AI) capabilities to improve marketing opportunities for modern financial professionals.
FMG Suite Rebrands to FMG and Announces New Offerings for Financial Advisors
New Brand Reflects the Cumulative Impact of Its Acquisitions, Industry-Leading Thought Leadership, and New Product Enhancements
FMG Suite Named “Best Overall Fintech Mobile App” in 2022 Fintech Awards Breakthrough Awards Program
Prestigious International Awards Recognize Outstanding Financial Technology Products And Companies
FMG Suite Reinforces Industry Leadership With Appointment of Susan Theder as Chief Marketing and Experience Officer
Underscores Commitment to Being the Top Provider of Digital Marketing Solutions for Financial and Insurance Professionals to Accelerate Their Growth
FMG Suite Partners with LPL to Deliver One-Click Compliance Experience Enhancing Financial Advisors’ Ability to Conduct Scalable and Effective Digital Marketing
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 Recognized in Three Categories by ThinkAdvisor’s Inaugural Luminaries Class of 2021
SaaS Company Honored for Diversity and Inclusion, Individual Thought Leadership & Education, and Fintech/TAMP Platforms Thought Leadership & Education
FMG Suite Named “Best Social Media Distribution” Software for Second Consecutive Year
MarTech Breakthrough Awards Recognizes Industry-Leading SaaS Company For Standout Social Media Technology
FMG Suite Launches App for Financial Professionals to Engage Clients and Prospects on Mobile
Sharing Content is Now Easier and Faster On-the-go with New App From Industry-Leading SaaS Company
FMG Suite Recognized for DEI Initiatives In WealthManagement.Com 2021 Industry Awards
Industry-Leading SaaS Company Recognized for Advancing Racial Equity
FMG Suite Unveils New Lead Generation Capabilities
Comprehensive lead generation tools support financial professionals in attracting and converting more prospects
FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC Marketing Rule
Fintech Industry Leader Unveils Solutions to Address Growing Digital Marketing Needs for Financial Professionals
FMG Suite Announces Acquisition Of Twenty Over Ten
Lead generation and website capabilities to round out FMG Suite’s platform Agreement reaffirms commitment to a true end-to-end digital marketing solution for modern financial professionals
