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Category: Press Releases

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 Gardena, 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 solutions: […]

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 Gardena, 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 engine […]

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 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. Gardena, CA, 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 Gardena, CA, 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

Gardena, CA, 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 a […]

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