White Glove

What White Glove does

White Glove, doing business as AcquireUp, is a fintech marketing services company that helps financial advisors, agents, and planners acquire clients through educational seminars and omni-channel marketing campaigns. The company combines a proprietary technology platform called LeadJig with done-for-you services covering seminar topic selection (Social Security, Taxes in Retirement, Estate Planning, College Planning, Medicare), venue sourcing, advertising, registration management, and attendee tracking. Operations span every U.S. state and parts of Canada, with 4,000+ advisors on the LeadJig platform and a broader ecosystem of more than 400,000 agents and advisors nationwide. Cumulative scale metrics include $34B in assets tracked through seminar attendance, 3.7M seminar registrations facilitated, and 145,000 seminars completed.

The core technology asset is the LeadJig platform, which provides real-time campaign analytics, geographic heat-mapping, precision targeting, and seminar management in a single interface. Around this platform, White Glove offers four primary service modules: Custom-Crafted Campaigns (full control over seminar parameters with one-time fees), Performance-Based Campaigns (pay-per-attended-household model), Express Digital Campaigns (quick-launch digital promotion), and Amplifi Subscription (recurring marketing automation). Revenue mechanics span subscription/recurring, one-time campaign, and outcome-based pricing, allowing the company to serve both budget-conscious individual advisors and those seeking premium, consultant-led service. Distribution is a hybrid of direct sales with dedicated marketing consultants and a self-serve platform.

White Glove is privately held and backed by Rockbridge Growth Equity, which made its initial investment in October 2019 and supported a strategic merger with TouchFuse in November 2023. The company has grown through acquisition, including the October 2021 purchase of Gainfully Inc. (a content marketing technology provider for financial services) that extended its enterprise content marketing capabilities. The business is led by co-founders Jeff Grail, Dean Thurman, and Mike Thurman, and operates as a platform-plus-services model that monetizes through both technology access and campaign execution fees across its U.S. and Canadian footprint.

Name

White Glove

Legal name

AcquireUp

Website

https://whiteglove.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

101–250 employees

Short description

White Glove (DBA AcquireUp) is a fintech marketing services company that helps financial advisors acquire clients through educational seminars and omni-channel campaigns powered by its LeadJig analytics platform, serving 4,000+ advisors across the U.S. and Canada.

Ownership category

akta.pro rank

Product category

Financial Advisor Marketing Services

NAICS

Advertising Agencies (541810), Direct Mail Advertising (541860), Marketing Consulting Services (541613)

SIC

Services-Advertising (7310), Services-Direct Mail Advertising Services (7331)

akta.pro primary industry

Lead Generation & List Building Services (Prospecting, Data Sourcing) (BPAFAKAE)

Keywords

• Seminar marketing services
• Financial advisor marketing
• Lead generation platforms
• Marketing automation services
• Direct mail marketing

Headquarters

HQ city

Troy

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Marketing Services for Financial Advisors: Omni-channel marketing services combining digital and direct mail marketing solutions for financial advisors and agents.
2. Custom-Crafted Campaigns: One-time campaign fees for custom seminar marketing with control over seminar type, topic, venue, and branding. Allows easy budget allocation and real-time ROI calculation.
3. Performance-Based Campaigns: Outcome-based pricing where clients pay only for households who actually attend seminars. Proven topics, venues, and advertising strategies included.
4. Amplifi Subscription: Subscription-based marketing automation for ongoing campaign management and client engagement.
5. Express Digital Campaigns: Quick-launch digital marketing campaign solutions for rapid market entry.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

White Glove (operating as AcquireUp) provides done-for-you seminar marketing services for financial advisors and agents, combining proprietary LeadJig technology with end-to-end campaign management including topic selection, venue selection, audience targeting, and omni-channel digital and direct mail execution. The company offers multiple campaign models including custom-crafted, performance-based, express digital, and subscription automation, with dedicated marketing consultants supporting each engagement.

Product overview

White Glove is a fintech marketing company that operates as a platform-plus-services model. The core product is the LeadJig technology platform, which provides real-time campaign analytics and data-driven seminar marketing tools. Around this platform, White Glove offers multiple service modules: Custom-Crafted Campaigns (full control over seminar parameters), Performance-Based Campaigns (pay-only-for-attendees model), Express Digital Campaigns (quick-launch digital), and Amplifi Subscription (automated recurring marketing). The company also acquired Gainfully Inc. in 2021 to expand enterprise content marketing capabilities. Services are complemented by dedicated marketing consultants and target financial advisors across the US and Canada.

Differentiator

Problem solved

Functional benefit

Brands

• LeadJig: Proprietary technology platform providing real-time campaign analytics and insights for seminar marketing.

Products and services

• LeadJig A proprietary technology platform providing real-time campaign analytics, precision targeting, and data-driven insights for seminar marketing. Used by 4,000+ financial advisors for tracking registrations, attendance, and campaign performance.
• Seminar Marketing Services Full-service seminar marketing solutions for financial advisors, including both educational and meal-based seminars. Services span topic selection (Social Security, Taxes in Retirement, Estate Planning, College Planning, Medicare), venue selection, and audience targeting across the US and Canada.
• Custom-Crafted Campaigns Seminar marketing campaigns providing complete control over seminar type, topic, venue, and branding. Includes one-time campaign fee structure with real-time ROI calculation.
• Performance-Based Campaigns Pay-for-performance seminar marketing where clients only pay for households who actually attend the seminar. Leverages proven topics, venues, and advertising strategies to maximize conversions.
• Express Digital Campaigns Quick-launch digital marketing campaign solution for rapid seminar promotion and lead generation.
• Amplifi Subscription Hands-free, subscription-based marketing automation service for ongoing seminar marketing and client engagement.

Quantifiable outcome

• $34B in assets tracked through seminar attendance
• +4 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• TouchFusecoreStrategic or Co-development Partner · 29 November 2023White Glove merged with TouchFuse to create a full-service, omni-channel marketing services company focused on financial advisors. The merger combines their respective offerings in digital and direct mail marketing.
• Gainfully Inc.coreStrategic or Co-development Partner · 13 October 2021Acquired content marketing technology provider for financial services. The acquisition enables White Glove to expand its enterprise content marketing capabilities and serve over 400,000 agents and advisors.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Snappy Kraken: Snappy Kraken is a marketing automation and content platform purpose-built for financial advisors, offering automated email/drip campaigns, pre-written content, and lead generation. It competes most directly with AcquireUp in the advisor marketing-automation category, including webinar and digital campaign execution.
• FMG (Financial Media Group): FMG Suite is one of the largest marketing-as-a-service and content platforms for financial advisors, providing websites, emails, blogs, social media content, and curated marketing tools. It competes directly with AcquireUp across advisor websites, content, and ongoing marketing automation.
• Twenty Over Ten: Twenty Over Ten provides websites, content marketing, and lead generation specifically for financial advisors, with a strong focus on SEO and digital marketing funnels. It overlaps AcquireUp's LeadJig-driven advisor marketing stack, particularly for digital-first advisor clients.
• Redtail Technology: Redtail is a leading CRM for financial advisors that increasingly bundles email marketing, workflows, and client engagement tools. It competes with AcquireUp on the martech/CRM stack advisors use for client acquisition and retention.
• Advisor Websites: Advisor Websites builds compliant websites and provides digital marketing tools for financial advisors. While more website-centric than AcquireUp, it overlaps on the demand-generation, content, and website-funnel offerings aimed at the same advisor buyer.

Broad incumbents

• HubSpot: HubSpot is a broad marketing, sales, and CRM platform used by SMBs across industries, including financial advisors. While not specialist to advisors, its breadth and integrated CRM make it an incumbent alternative to AcquireUp's LeadJig platform for advisors looking to consolidate marketing tooling.
• Marketo (Adobe): Marketo, now part of Adobe, is a broad marketing-automation platform used by mid-market and enterprise B2B and B2C organizations. It overlaps AcquireUp on automation, email, and lead-nurture workflows for larger advisor groups and wealth-management firms.
• Constant Contact: Constant Contact is an SMB-focused email marketing and digital marketing platform. While not advisor-specialist, it competes for the email-marketing, basic automation, and digital-campaign budget of small advisory practices that are also prospects for AcquireUp's Express Digital Campaigns and Amplifi Subscription.

Emerging players

• Practifi: Practifi is a CRM and client-engagement platform for financial advisors with marketing automation and pipeline features. It is an emerging competitor in the same advisor-tech stack and competes for the same wallet for marketing and client-engagement spend.
• ActivePipe: ActivePipe is a real estate-focused email and lead-nurture automation platform. While its vertical is real estate rather than financial advice, the business model (managed marketing automation + content + analytics for individual producers) is structurally similar to AcquireUp's seminar/digital stack.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/_white_glove
• YouTubeyoutube.com/@acquire_up
• Facebookfacebook.com/WhiteGloveWorkshops
• LinkedInlinkedin.com/company/acquireup
• Instagraminstagram.com/acquire.up

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about White Glove