FMG Suite Closes New Private Equity Funding Round
Investment led by Aurora Capital Partners to advance product development, speed entry to new verticals and drive penetration in insurance space
June 22, 2020, San Diego, CA – FMG Suite, a SaaS company specializing in cloud-based marketing software and services for financial services professionals and insurance agencies...
FMG Suite Ranked #1 Marketing Platform for Financial Advisors for Second Year
Ranking result of 2020 T3/Inside Information Advisor Software Survey of more than 5,000 advisors
March 25, 2020, San Diego, CA – FMG Suite, LLC, a private San Diego-based company delivering the leading cloud-based marketing automation platform for financial service professionals...
FMG Suite Adds New AI-Powered Content and Announces Record Business Growth
Company’s rapid expansion attributable to strong organic sales growth, strategic acquisitions, significant product investments, and new enterprise license agreements
February 19, 2020, San Diego, CA – FMG Suite, LLC, a private San Diego-based company delivering the leading cloud-based marketing automation platform for financial service professionals, today announced the addition of Curator™––an artificial intelligence-powered engine––to its content library...
FMG SUITE LAUNCHES MARKETINGCENTRAL FOR CETERA FINANCIAL GROUP
Modern marketing solution helps advisors grow AUM with powerful digital marketing tools and a robust content library
January 27, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced that it has launched MarketingCentral by Cetera®––an enterprise solution that delivers a comprehensive marketing platform to help Cetera Financial Group’s network of financial advisors compete in a crowded landscape.
FMG Suite Becomes First Advisor Marketing Platform to Integrate with Wealthbox® CRM
The latest in a series of technology integrations helps advisors boost productivity and save time with automated two-way contact data sync
August 19, 2019, San Diego, CA – FMG Suite, a private, equity-backed SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced a new integration with Wealthbox®, a web-and-mobile CRM application for financial professionals...
FMG Suite Appoints New Chief Financial Officer During Period of Rapid Expansion
SaaS veteran Russ Clark joins the marketing services company from Certona
July 15, 2019, San Diego, CA – FMG Suite, a rapidly-growing SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the appointment of Russ Clark as its new Chief Financial Officer...