FMG Suite Launches Institutional Intelligence to Help Advisors Turn Specialized Expertise into Growth
FMG Suite launches Institutional Intelligence, embedding curated expertise from wealth tech partners into advisor workflows across marketing, engagement, and lead generation channels.
FMG Expands Board as Platform Surpasses 80,000 Financial Professionals
FMG launches an internal AI Marketing Intelligence System to improve how its teams serve 80,000+ financial advisors and enterprise partners across wealth management and insurance.
FMG Expands Internal Use of AI to Better Serve Advisors and Enterprise Partners
FMG, a leading marketing technology platform for wealth management and insurance organizations, today announced the launch of its Marketing Intelligence System, a new internal AI-powered platform that gives FMG teams instant access to approved sales materials, customer proof points, product information, campaign assets, and institutional knowledge through natural-language search and AI-assisted retrieval.
FMG Earns Top Workplaces National Award for the Fourth Consecutive Year
FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been named one of the nation’s top mid-size workplaces by Top Workplaces Awards, as featured in USA Today, marking the fourth consecutive year the company has received this recognition.
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”)
