Automate Your Marketing,
Maximize Your Growth
Start growing 7x faster with Snappy Kraken*
*In comparison with industry data on organic growth rates from Fidelity, Cerulli, Kitces, and other sources
More than 7,000 financial advisors across 200 leading financial networks trust Snappy Kraken
"Snappy Kraken is the only marketing company in our industry that delivers proven results. Their platform has transformed how our advisors approach marketing."
Marty Bicknell, CEO & President, Mariner Wealth Advisors
Powerful, Automated, and Built For Financial Services
The only AI-powered marketing platform built from the ground up for financial professionals and their compliance requirements.
Proven Growth System
Deploy 150+ pre-built, FINRA-reviewed campaigns that drive real results. Multi-channel automation across email, social, and landing pages.
AI-Driven Intelligence
Smart lead scoring, opportunity feed, and AI-powered content creation. Know exactly who to call and what to say.
Powerful Integrations
Seamless connections with Redtail, Wealthbox, Salesforce, SmartAsset, LinkedIn, and 14+ tools you already use.
Seamless Compliance
FINRA-reviewed content, SOC 2 Type 2 certified, built-in archiving, and compliance workflows designed for regulated industries.
Full-Service Marketing with Freedom360
Freedom360 is our fully managed marketing solution that handles everything -- strategy, content, campaign execution, SEO, CRM integration, and 1:1 support. Your dedicated team drives results so you can focus on clients.
6x website traffic and 2x appointment requests
Website 
Campaigns 
Email 
Outreach 
Content 
SEO 
Support "Snappy Kraken is a key partner in helping our advisors grow their practices through effective, compliant marketing automation."
Jay Brost, CMO, Advisors Excel
Marketing at Scale for RIAs, Broker-Dealers & IMOs
Streamline advisor marketing. Drive engagement, and accelerate AUM growth with the most integrated marketing platform in financial services.
- Attract & Retain Top Advisors
- Mass-Publish & Automate
- Real-Time Insights & Reporting
- Streamlined Compliance
A Powerful Suite of Marketing Tools Designed to Work Together
Six powerful tools working together to automate your marketing and grow your practice.
AI-Powered Content
Generate compliant emails, social posts, and landing pages with AI.
Client Engagement
Automated drip campaigns that nurture prospects into clients.
Marketing Insights
See who is engaging, lead scoring, and next-step recommendations.
Marketing Automation
150+ pre-built campaigns ready to deploy in minutes.
Custom Campaign Creation
Drag-and-drop builder for your own branded campaigns.
Personalized Websites
Conversion-focused advisor websites with SEO optimization.
"A CPA referred us to a client with over $1.5M in assets directly from a Snappy Kraken campaign. The ROI speaks for itself."
Brian Traverso, Founder, BOLT Wealth Management
Why Snappy Kraken? Data-Backed Growth For Advisors & Firms
Marketing isn't guesswork, it's a science. Here's what Snappy Kraken delivers.
*Snappy Kraken Advisor growth rate was 7x that of the industry average as measured by Fidelity.
Frequently Asked Questions
What is Snappy Kraken?
How does Snappy Kraken help financial advisors grow?
Is the content compliant?
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Discover If Snappy Kraken Is Right For Your Firm
Book a 1:1 demo with our team today for a platform walkthrough.
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