Twenty Over Ten Unveils New Website as Part of Refreshed Brand
FinTech Industry Leader Celebrates Four Years in Its Mission to Support Independent Financial Advisors and Enterprise Groups
STATE COLLEGE, PA , January 7, 2021 - Twenty Over Ten, an FMG Suite company, today announced the launch of a refreshed brand and revamped website at www.twentyoverten.com. Home to LeadPilot, Website Engine and Compliance Core, the new website offers a streamlined experience for financial professionals using the Twenty Over Ten product suite...
FMG Suite Powers Marketing Playbook for Avantax Wealth Management
FMG Suite’s comprehensive marketing platform to support the growth strategies of its affiliated financial professionals
December 16, 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 Marketing Playbook––an enterprise-level marketing solution for Avantax Wealth Management℠ 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
December 1, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced it has completed the acquisition of Twenty Over Ten, a company delivering a SaaS-based digital marketing platform for financial professionals....
FMG Suite Makes Strategic Executive Hires to Accelerate Go-to-Market Capabilities
Seasoned SMB and enterprise software executives join FMG Suite to expand market share and customer base
November 23, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the appointment of Patti Newcomer as its Chief Marketing Officer (CMO) and Rob Patrick as its Chief Sales Officer....
FMG Suite Announces the Appointment of Newest Board Member
Nina Smith of Mitchell International joins Board of Directors to help guide the company through the next expansion phase
November 16, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the appointment of Nina Smith to its Board of Directors....
FMG Suite Uses AI to Raise the Website Accessibility Bar for Service Professionals
Accessibility Lock™ simplifies website accessibility for small business owners by keeping their websites compliant with ADA and WCAG 2.1 guidelines
November 10, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the launch of Accessibility Lock™, a website add-on to help ensure compliance and equal access to all the websites it powers...
FMG Suite Selected as a Preferred Marketing Vendor for Carson Coaching
Carson Coaching renews FMG Suite license agreement to deliver to its members the industry’s leading advisor marketing tools, services, and content
October 5, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the renewal of its agreement with Carson Coaching, a leading national financial advisor coaching and resource program...
FMG Suite Recognized As “Best Social Media Distribution Software” By 2020 MarTech Breakthrough Awards
Prestigious Annual Awards Program Recognizes Standout Marketing, Advertising and Sales Technology Around the World
September 23, 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 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...
FMG Suite Announces Acquisition of MarketingPro
FMG Suite, a leader in marketing solutions for financial advisors and insurance agents, has acquired MarketingPro, a leader in content marketing for financial advisors.
SAN DIEGO (PRWEB) SEPTEMBER 04, 2018 – FMG Suite, a rapidly-growing SaaS fintech company, has made several significant acquisitions in the last 24 months. The latest, MarketingPro, brings into the FMG Suite family a leading marketing automation platform with the largest compliance-friendly content library in the industry....
FMG Suite Announces Acquisition of Platinum Advisor Strategies
The Premier All-in-One Marketing Suite for Financial Advisors Is Joining Forces With the Top Strategic Marketing Firm for Financial Advisors
July 30th, 2018 – The acquisition was announced by FMG Suite’s CEO, Scott White, and the Co-Founders of Platinum Advisor Strategies, Thomas Fross and Robert Fross, who will remain on board in an advisory capacity...
FMG Suite Local Listings Press Release
San Diego, CA, November 9, 2016 — FMG Suite, a digital marketing company serving financial advisors and insurance agents, announced today that they have partnered with Yext Inc., the leader in location technology. Yext enables businesses to update and maintain location-related information across multiple websites, directories and listings with their patented Match & Lock™ technology...