FMG Suite

Growth & Content

The All-in-One Digital Marketing & Compliant Texting Solution for financial professionals, RIAs, and large enterprises.

All-in-one digital marketing for financial professionals—compliant websites, content library, email, social, and texting, with SEC/FINRA-aligned content.

• Founded: 2011
• Headquarters: San Diego, CA, USA
• Ownership: Private
• Funding / valuation: Undisclosed
• Serves: Banks (wealth divisions) — Advisors, RIAs
• Notable customers: Independent advisors, broker-dealers, RIA enterprises
• Core integrations: Wealth tech stack
• Capabilities: Market My Business; Modernize My Website; Manage Testimonials; Text Compliantly; One-Click Compliance; Marketing Automation

Compliance watch-outs

Advisor-distributed content must pass FINRA Rule 2210 and the SEC Marketing Rule—templated content still benefits from per-advisor review.

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