View all Portfolio
FMG Suite

FMG Suite

FMG Suite is the leading SaaS provider of cloud-based marketing software and services for financial services professionals and insurance agencies. FMG delivers the leading advisor marketing platform backed by an award-winning, FINRA-reviewed, and compliance-ready content library. Powering the industry’s best websites, multimedia content, and communication tools for financial advisors and insurance agents, FMG Suite helps them deepen relationships with clients, stay connected with prospects, and grow their businesses. Rated first in market share and customer satisfaction in the 2019 and 2020 T3 Software Survey Report, FMG Suite solutions are designed to advance how advisors develop their marketing strategies and automate their most effective marketing tactics.

  • Date of Investment: June 2020
  • Headquarters: San Diego, CA
  • Website: fmgsuite.com
  • Share:   LinkedIn logo