Snappy Kraken
Snappy Kraken is a SaaS marketing automation and AI-powered content platform built exclusively for financial advisors, serving solo advisors, RIAs, broker-dealers, and IMOs/FMOs with FINRA/SEC-compliant campaigns, bidirectional CRM integrations, and managed marketing services.
- Company typePrivate
- Founded2016
- HeadquartersOrmond Beach, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Snappy Kraken does
Snappy Kraken is a SaaS marketing platform purpose-built for financial advisors, founded in 2016 and operating as a fully remote company headquartered in Ormond Beach, Florida. The platform unifies multi-channel marketing automation (email, social, text, landing pages), AI-powered content generation, lead capture and scoring, and FINRA/SEC-ready compliance workflows into a single system, serving three primary customer segments: solo advisors and small firms seeking turnkey marketing, large RIAs and broker-dealers requiring enterprise-scale governance, and IMOs/FMOs managing marketing across advisor networks. Notable technical components include bidirectional CRM integration with Salesforce, Redtail, Wealthbox, Practifi, and Salentica; an integrated Snappy AI assistant for content generation and next-step recommendations; a behavioral opportunity scoring engine; and an AUM Pipeline Dashboard that links marketing activity directly to assets under management.
The company monetizes through annual SaaS subscriptions priced per advisor, with enterprise deals customized based on advisor count, integration requirements, and support level, and supplements platform revenue with Freedom360, a fully managed marketing service tier that includes dedicated execution teams. The platform is SOC 2 Type 2 certified and GDPR/CCPA compliant, and is rated #1 in advisor satisfaction in the 2025 Kitces Report for Digital Marketing (7.4/10), Websites (7.6/10), and Integrations (7.9/10). Snappy Kraken reports more than 7,000 advisor customers across 200+ financial networks including LPL Financial, Mariner Wealth Advisors, Commonwealth, Orion, Charles Schwab, and Kestra, with distribution leverage via the LPL Vendor Affinity Program, an FPA PlannerSearch rebuild partnership (announced February 2026), and a CRM-mediated app marketplace. The company has raised $9.5M across two funding rounds (2019 seed, 2021 Series A) and acquired Advisor Websites in May 2022 to extend into high-converting advisor websites.
Snappy Kraken firmographics
Firmographics- Name
- Snappy Kraken
- Legal name
- SNAPPY KRAKEN, INC
- Website
- https://snappykraken.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Snappy Kraken is a SaaS marketing automation and AI-powered content platform built exclusively for financial advisors, serving solo advisors, RIAs, broker-dealers, and IMOs/FMOs with FINRA/SEC-compliant campaigns, bidirectional CRM integrations, and managed marketing services.
- Ownership category
- akta.pro rank
Snappy Kraken industry classification
Industry- Product category
- Financial Advisor Marketing Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Marketing Automation Platforms & Services (BPAFAFAC)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ), AI Governance, Risk & Compliance (GRC) Platforms (HDAAAMAA), Marketing Automation Operations for Demand Gen (Email/CRM Workflows) (BPAFAKAM)
Keywords
Where Snappy Kraken is headquartered
LocationHeadquarters
- HQ city
- Ormond Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Snappy Kraken business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Platform SaaS Subscription: Annual subscription licensing for the Snappy Kraken marketing platform. License Fees are non-refundable and payable in advance. Legacy month-to-month options available for some previous customers. Pricing customized based on advisor count, integration requirements, support level, and firm objectives for enterprise deployments.
- Freedom360 Managed Services: Fully managed marketing program with dedicated team handling strategy, content, campaign execution, SEO, CRM integration, AI tools, and performance reporting. Includes 1:1 support and concierge team for content review and routing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise |
| Subscription | Annual | Freedom360 (Done-For-You) |
| Subscription | Annual | Individual Advisor |
Go-to-market motion4 records
Distribution channels5 records
Marketing channels15 records
Snappy Kraken product offering
Product offeringCore offering
Snappy Kraken builds and sells an AI-powered SaaS marketing platform built exclusively for financial advisors and firms. Its software combines marketing automation campaigns, advisor websites, text messaging, an AI-powered Marketing Hub, real-time bidirectional CRM integrations, FINRA/SEC compliance workflows, and a generative AI content assistant (Snappy AI). It also offers Freedom360, a fully-managed marketing service where the Snappy Kraken team handles strategy, content, and execution on behalf of advisory firms.
Product overview
Snappy Kraken is an AI-powered marketing platform built exclusively for financial advisors and firms, offering a unified platform-plus-modules architecture. The core platform includes Marketing Automation (Campaigns App) for multi-channel campaign management, Websites for high-converting advisor sites, Text Messaging (Convos App), and the Marketing Hub for AI-powered marketing intelligence. The product suite is augmented by Freedom360 (done-for-you managed marketing), Enterprise Hub (enterprise-scale marketing management), the Smart Growth Suite (lead-to-client automation system), Snappy AI (integrated generative AI assistant), and Drag & Drop AI Builders for content creation. The App Marketplace provides integrations with major CRMs (Redtail, Wealthbox, Salesforce), lead sources, and social platforms. Additional offerings include educational programs like the 2026 Lead Lifecycle series and the Cold to Gold Masterclass. In February 2026, Snappy Kraken announced a partnership with FPA to transform the PlannerSearch directory into a data-driven lead generation platform.
Differentiator
Problem solved
Functional benefit
Brands
- Freedom360: Fully managed marketing solution that handles everything from strategy to execution for financial advisors.
- Smart Growth Suite
- Marketing Hub
- Campaigns App
- Convos App
Products and services
- Marketing Automation (Campaigns App) AI-powered multi-channel campaign management platform that enables financial advisors to create, automate, and manage marketing campaigns across email, social, text, and landing pages with compliance-ready workflows. Core SaaS module of the Snappy Kraken platform.
- Websites High-converting, AI-ready advisor websites designed to attract ideal clients and feed leads into the Snappy Kraken automation system. Inherited from the May 2022 acquisition of Advisor Websites and re-branded under Snappy Kraken.
- Text Messaging (Convos App) Text messaging capability integrated with the platform for automated follow-ups and personalized communication between financial advisors and their prospects and clients.
- Marketing Hub AI-powered marketing intelligence platform that surfaces opportunities, tracks engagement across all channels, and provides recommendations for next best actions. Includes Opportunity Feed, Opportunity Scoring, and Next-Step Prompts.
- Freedom360 Fully managed, done-for-you marketing solution in which the Snappy Kraken team handles strategy, content, campaign execution, SEO, CRM integration, AI tools, and performance reporting for the advisor. Includes 1:1 concierge support and dedicated team. Customers report 6x more website traffic and 2x more appointment requests.
- Enterprise Hub Enterprise-grade marketing management platform for RIAs, broker-dealers, and IMOs that provides mass-publishing tools, custom branding, centralized admin controls, content governance, compliance workflows, and network-wide reporting roll-ups across multi-advisor firms.
- Smart Growth Suite Unified lead-to-client marketing automation system that combines AI Lead Capture Inbox, Dynamic Groups segmentation, automatic campaign enrollment, and Cold/Warm/Hot/Gold opportunity scoring. Reported to increase lead conversions by 20% to 340% across customers.
Quantifiable outcome
- 7x faster organic growth vs industry average (Fidelity Advisor averages)
- +8 more outcomes
Companies that use Snappy Kraken
Customer profileNamed customers13 records
Segments4 records
Ideal customer profiles2 records
Snappy Kraken technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability8 records
Feature10 records
Snappy Kraken partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered flagship, supporting and core.
- Financial Planning Association (FPA)flagshipMulti-year strategic partnership to rebuild and relaunch FPA PlannerSearch from a static directory into a data-driven, interactive platform connecting consumers with certified financial planners. Snappy Kraken powers lead capture, scoring, routing, and automated nurturing workflows as Feature Partner. All current FPA PlannerSearch members automatically transition to the new platform.
- Carl RichardssupportingCollaborative launch of email-based course designed to help advisors automatically engage prospects and motivate them to reach out for initial conversations.
- LPL FinancialflagshipMarketing system available for LPL Financial advisors through its Vendor Affinity Program. Strategic relationship enabling access to large network of independent advisors.
- NitrogensupportingLead generation funnel partnership. Snappy Kraken captures leads and Nitrogen qualifies them, covering the two most important bases for financial advisor prospecting.
- RedtailcoreReal-time, bidirectional CRM integration with per-group control. Contacts and groups sync automatically, engagement data flows back including email opens, page views, form submissions, and unsubscribes.
- WealthboxcoreReal-time outbound sync with inbound updates every 3 hours. Two-way contact and tag sync with per-group control. Engagement data flows back to CRM.
- SalesforcecoreReal-time, bidirectional sync with per-group control. Supports custom object mappings, custom lead handling, and flexible audience definitions. Engagement data flows back including contacts, groups, activity, opens, views, forms, and unsubscribes.
- PractificoreSalesforce overlay integration with real-time, bidirectional sync, custom object mappings, and per-group control for enterprise firms.
- Salentica (SS&C Black Diamond)coreSalesforce overlay integration available for enterprise firms that configure Black Diamond for their advisors. Syncs contacts and groups automatically.
- OpenAIcoreAI-powered content creation integration. Instantly draft polished emails, social posts, and landing page copy, plus generate unique images without leaving Snappy Kraken.
- CatchlightsupportingData enrichment integration that transforms raw leads into actionable opportunities. Enriches contacts with estimated investable assets and financial insights, then triggers personalized campaigns.
- SmartAssetsupportingAutomatically captures high-intent investor leads and sends them straight into Snappy Kraken for instant follow-ups and nurture sequences.
- Dave RamseysupportingReceives referrals from consumers who trust the Ramsey brand. Leads flow into Snappy Kraken for timely, personalized follow-ups that build on the endorsement credibility.
- LeadingResponsesupportingSyncs event and digital marketing leads like seminar attendees and webinar sign-ups directly into Snappy Kraken. Automates reminders, follow-ups, and ongoing nurture.
- FacebooksupportingPublish compliant, automated campaigns directly to Facebook. Drive engagement and convert social activity into leads without manual posting.
- LinkedInsupportingAutomatically shares approved campaigns to LinkedIn, building trust and visibility for advisors without extra work. Also includes LinkedIn Ads integration for lead capture.
- Meta (Facebook/Instagram)supportingCaptures leads from Facebook and Instagram campaigns and delivers to Snappy Kraken's AI Inbox via Zapier Email Actions. Instantly triggers automated follow-ups.
Scale indicators13 records
Recent moves6 records
Expansion highlights6 records
Snappy Kraken competitors and assessment
Company assessmentDirect peers
- FMG Suite: FMG Suite is a leading marketing automation and content platform built specifically for financial advisors, offering websites, email, social media, and compliance tools—directly competing with Snappy Kraken in the same advisor vertical with comparable feature sets.
- Levitate: Levitate is a relationship-marketing platform purpose-built for financial advisors featuring email, social, text, video, and content tools—directly competing with Snappy Kraken's Campaigns and Convos products and benchmarked in the Kitces 2025 Report (6.6 vs. Snappy Kraken's 7.4).
Broad incumbents
- Broadridge (Marketing Solutions): Broadridge's Marketing Solutions division provides digital marketing, content, and websites to financial advisors and firms at scale, leveraging Broadridge's incumbent position in advisor back-office technology—named alongside Snappy Kraken in the Kitces Report for website satisfaction.
- HubSpot: HubSpot is a horizontal marketing automation, CRM, and content platform used by tens of thousands of businesses including financial advisors—referenced in the Kitces 2025 Report with an integration score of 4.6 vs. Snappy Kraken's 7.9.
- Salesforce Marketing Cloud: Salesforce Marketing Cloud is an enterprise-grade marketing automation suite; while not built for financial advisors, it serves as the alternative stack some larger firms consider—benchmarked with a 5.2 integration score in the 2025 Kitces Report.
Emerging players
- Act-On: Act-On is a marketing automation platform serving B2B and B2C mid-market customers, including some financial services firms—offering overlapping email, lead scoring, and CRM integration capabilities but without Snappy Kraken's deep vertical compliance specialization.
- Constant Contact: Constant Contact provides email marketing and basic automation for SMBs, used by some independent financial advisors seeking lower-cost solutions—overlaps with Snappy Kraken's solo-advisor segment but lacks advisor-specific compliance and lead-capture workflows.
- Zoho Campaigns: Zoho Campaigns is an email marketing and automation tool within the broader Zoho business suite, sometimes used by small advisory firms for basic marketing automation—adjacent product offering without financial-services-specific compliance features.
- ActiveCampaign: ActiveCampaign is a customer experience automation platform combining email, CRM, and machine-learning capabilities—competes with Snappy Kraken for SMB marketing automation budgets and is used by some advisor firms for sophisticated multi-channel campaigns.
Others
- Catchlight (by TIFIN): Catchlight is a data-enrichment and lead-scoring platform for financial advisors that integrates directly with Snappy Kraken—adjacent ecosystem participant providing data inputs that power Snappy Kraken's Marketing Hub, rather than a direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Snappy Kraken social profiles
Digital presenceSnappy Kraken compliance and trust
Trust signalCompliance3 records
Snappy Kraken financial estimates
Financial estimateRevenue estimate
Valuation estimate
Snappy Kraken leadership team
Management profileNumber of profiles
Profiles5 records
Snappy Kraken subsidiaries and ownership
Company hierarchySubsidiaries1 record
Snappy Kraken funding detail
Funding detailFunding overview
Funding rounds2 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Snappy Kraken M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Snappy Kraken
What does Snappy Kraken do?
Snappy Kraken builds and sells an AI-powered SaaS marketing platform built exclusively for financial advisors and firms. Its software combines marketing automation campaigns, advisor websites, text messaging, an AI-powered Marketing Hub, real-time bidirectional CRM integrations, FINRA/SEC compliance workflows, and a generative AI content assistant (Snappy AI). It also offers Freedom360, a fully-managed marketing service where the Snappy Kraken team handles strategy, content, and execution on behalf of advisory firms.
Is Snappy Kraken a public or private company?
Snappy Kraken is a private company. It is classified as venture growth investor backed and is currently operating.
When was Snappy Kraken founded?
Snappy Kraken was founded in 2016. It employs 51 to 100 people.
Where is Snappy Kraken based?
Snappy Kraken is headquartered in Ormond Beach, United States, in the North America region.
How does Snappy Kraken make money?
Two revenue lines are on record. Platform SaaS Subscription is the primary driver. The others are freedom360 Managed Services.
Who are Snappy Kraken's main competitors?
Direct peers on record are FMG Suite and Levitate. Broad incumbents are Broadridge (Marketing Solutions), HubSpot and Salesforce Marketing Cloud. Emerging players are Act-On, Constant Contact, Zoho Campaigns and ActiveCampaign. Catchlight (by TIFIN) is listed as an others.
Does Snappy Kraken have an API?
Yes. Snappy Kraken offers an API for enterprise firms to integrate with their existing technology stack. The API provides intuitive, adaptive interface for data integration with CRM systems, enabling firms to sync data and make it easier for advisors to drive engagement. Enterprise page mentions 'Get the API keys' for connecting with favorite tools and creating seamless marketing experiences. The API is designed to minimize clicks to sync data with CRM and includes clear documentation to implement in less than a day. Developer documentation is at snappykraken.com/enterprise.
What industry is Snappy Kraken in?
Snappy Kraken's product category is Financial Advisor Marketing Software. Its primary akta.pro industry code is BPAFAFAC, Marketing Automation Platforms & Services, with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 513210 and its SIC code is 7372.