At FMG Suite, our business is centered around one simple premise: we love marketing so you don’t have to. As a Financial Advisor, we know that you are busy meeting with clients and may not have time to roll out the sophisticated marketing strategies you would like. This is why we have created lead-generating websites and integrated digital marketing tools to boost your financial advisory practice.
Location: United States, California, San Diego
Employees: 201-500
Phone: +1 858-251-2420
Founded date: 2011
Investors 2
| Date | Name | Website |
| - | Aurora Cap... | auroracap.... |
| - | Saratoga I... | saratogain... |
Mentions in press and media 5
| Date | Title | Description |
| 30.07.2025 | Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster | Screenshot of Wealthtender profile displaying FAQs next to schema validator screenshot. Forward thinking financial advisors and wealth management firms gain access to a new digital marketing benefit from Wealthtender to enhance their visibi... |
| 11.06.2025 | FMG Unveils AI Tools to Boost Advisor Marketing and Compliance | FMG, a leading SaaS provider of marketing automation, content, and websites for financial advisors, announced the rollout of three new AI-powered solutions: Overwatch, Sidekick, and Muse. Each tool is designed to help financial advisors and... |
| 05.06.2025 | FMG, Osaic Expand Partnership to Boost Advisor Marketing | FMG, a leading SaaS marketing platform for financial advisors, 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 behind My... |
| 12.02.2022 | AssetMark Financial : The Ultimate Guide to Financial Advisor Marketing | Financial advisors provide a much-needed service. Everyone needs guidance on how to build and manage their wealth-only it's not easy to find that guidance. Financial advisors can't just rely on the fact that many investors need their expert... |
| - | FMG Suite Closes New Private Equity Funding Round Led by Aurora Capital Partners | SAN DIEGO (PRWEB) JUNE 22, 2020 FMG Suite, a SaaS company specializing in cloud-based marketing software and services for financial services professionals and insurance agencies, today announced that it has completed a new funding round le... |