73
67
Growth Score
-17 pts
Heat Score
12 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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107590
FMG Suite is the all-in-one marketing platform for advisors, voted #1 in customer satisfaction, helping firms grow across every channel.
David Rodas: Director of Engineering, VestorlyPast Role: Vestorly, CTO
Robert Patrick: Chief Sales OfficerPast Role: LexisNexis, Team Member
About the Company
FMG Suite is proud to be the only all-in-one marketing technology platform for financial advisors. And we’re honored to have been voted #1 in customer satisfaction three years in a row according to the T3/Inside Information survey. Our mission is to make it easy for you to market authentically and effectively across every channel, from your
website to social, email, print and mobile. Whether you’re a financial professional, RIA, or large enterprise, we provide marketing solutions that boost performance, save you time, and deliver measurable results, empowering you with the right tools to grow and thrive.
