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FMG: FMG Suite | Marketing & Websites for Financial Advisors

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Matt Newman has over 30 years of global experience growing and transforming services and fintech businesses, with leadership roles in sales, customer success, product, and engineering

San Diego, CA, February 10, 2026 – FMG, the industry leader in marketing automation software for financial advisors and advisory firms, ...


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Expanded Platform Will Empower Advisors to Drive Organic Growth with Compliant Testimonials and Answer Engine Optimization

San Diego, CA, February 3, 2026 – FMG, the leading all-in-one marketing platform for wealth management enterprises, financial advisors and insurance professionals, today announced it has acquired T...


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Dave Christensen appointed Chief Executive Officer Michelle Feinstein joins as Chief Product and Strategy Officer and Mo Ayadi joins as Chief Information Officer Appointments reflect FMG’s commitment to advancing its leading position supporting advisors and marketing teams across wealth and insurance

San Diego, CA — FMG, the industry leader in marketing automation software fo...


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Advisors using FMG report higher client retention, faster lead conversion, and an average of four hours saved weekly on marketing.

San Diego, CA — November 12, 2025 — A recent independent study conducted by a major consulting practice found that enterprises using FMG’s marketing platform achieved an average return on investment (ROI) of 26x, while reporting Net Promote...


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Firm executes Leaders Strategy partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman

Chicago, IL, September 10, 2025 – GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite (“FMG” or “the Company”), a leading provider of advisor-led marketing au...


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