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 3
| Date | Name | Website |
| - | Aurora Cap... | auroracap.... |
| - | Saratoga I... | saratogain... |
| 10.07.2026 | Audax Priv... | audaxpriva... |
Mentions in press and media 9
| Date | Title | Description |
| 10.07.2026 | GTCR to Acquire FMG Suite from Aurora Capital Partners | CHICAGO, July 29, 2025 /PRNewswire/ -- GTCR, a leading private equity firm, announced today that it has signed a definitive agreement to acquire FMG Suite ("FMG" or "the Company"), one of the largest providers of advisor... |
| 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... |
| 25.01.2022 | Aurora Capital Partners Promotes Scott Erickson to Partner, Phil Gross to Principal and Jordan Leibowitz to Vice President | LOS ANGELES, Jan. 24, 2022 /PRNewswire/ -- Aurora Capital Partners is pleased to announce that Scott Erickson has been promoted to Partner, Phil Gross has been promoted to Principal and Jordan Leibowitz has been promoted to Vice President. ... |
| 06.05.2021 | Aurora Capital Partners Acquires Real Estate Software Solutions Provider Grace Hill | LOS ANGELES – May 4th, 2021 – Aurora Capital Partners ("Aurora"), a leading middle-market private equity firm, today announced that it has acquired Grace Hill (the “Company”), a leading provider of comprehensive talent performance... |
| - | 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... |
| - | Halley Sloane Named Vice President at Aurora Capital Partners | Los Angeles, CA – July 8, 2020 – Aurora Capital Partners is pleased to announce that Halley Sloane has been promoted to Vice President, effective July 1. Halley joined Aurora in 2019 after completing her MBA from The Wharton School at the U... |