Twenty Over Ten

What Twenty Over Ten does

Twenty Over Ten (legal entity Site Twenty Ten LLC) is a US-based marketing software suite built exclusively for financial advisors. Founded around 2014 in State College, Pennsylvania, the company targets the SEC/FINRA-regulated RIA and broker-dealer market with a verticalized stack: Website Engine (a no-code, mobile-responsive website builder with compliance archiving of every update as a date-stamped PDF and versioned URL), Lead Pilot (an AI-branded inbound marketing platform with editorial content libraries, drip campaigns, and multi-channel social/email automation), Compliance Core (team-level review, edit-request, and approval workflow for marketing materials), and Content Assist (a pre-written content library covering investment, insurance, retirement, estate, and tax topics). Integrations span Google Analytics, Calendly, Drift, Redtail CRM, and BrokerCheck, and the platform is supported by an in-house professional design and copywriting team for advisors who prefer hands-on build services.

The company operates a hybrid go-to-market with both product-led growth (DIY website builder with no credit card required to start, pre-designed frameworks, one-click page cloning, flexible landing pages) and sales-assisted professional services (a six-step custom design process with consultation, creative development, drafts, revisions, and launch). Monetization is a monthly or annual website subscription, with paid add-ons for logo design ($1,000), SEO Essentials ($1,200), Copywriting Forge ($1,200) and Boost ($600), an expedite fee ($500), and hourly customizations at $100/hour. The customer base is a long tail of 'thousands' of US-based SMB and mid-market advisors; all named logos (WealthKeel, Quarry Hill Advisors, Wood Tarver Financial, JGP Wealth Management, Plectrum Advisers, Green Mountain Planning, Mission:Advice, Storybook Financial, C.L. Sheldon & Company, Dorsey Wealth Management) sit in financial services.

In November 2020 Twenty Over Ten was acquired by FMG (FMG Suite), a strategic acquirer in the financial-advisor marketing space. Post-acquisition the company's features are being integrated into a new combined FMG platform, with existing Twenty Over Ten customers continuing to log in and receive support through the same channels. The entity now operates as a subsidiary/brand within FMG, with no public financials, no disclosed funding, and no public ticker.

Name

Twenty Over Ten

Legal name

Site Twenty Ten LLC

Website

https://twentyoverten.com

Company type

Private

Founded year

2014

Operating status

Acquired

Headcount range

11–50 employees

Short description

Twenty Over Ten, operating under Site Twenty Ten LLC, provides financial advisors with a verticalized marketing suite — including a no-code website builder, AI-branded inbound marketing (Lead Pilot), and compliance workflow tools. Acquired by FMG in November 2020, it serves thousands of US-based advisors.

Ownership category

akta.pro rank

Product category

Financial Advisor Marketing Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Lead Nurturing & Marketing Operations (List Management, Scoring) (MPAAAIAJ)

akta.pro secondary industry

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

Keywords

• Financial advisor websites
• Advisor marketing platform
• Compliance archiving software
• Inbound marketing automation
• Website builder for advisors

Headquarters

HQ city

State College

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Website Subscription: Monthly or annual subscription for website hosting, platform access, and support
2. Professional Design Services: Custom website builds with design team, including multiple drafts and revisions
3. Add-on Services: Logo design ($1,000), SEO setup ($1,200), copywriting services ($600-$1,200), expedite fee ($500), customizations ($100/hour)

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels10 records

Core offering

Twenty Over Ten provides a marketing suite specifically for financial advisors, consisting of the Website Engine (a web-based DIY and professionally-built mobile-responsive website platform with built-in compliance archiving), Lead Pilot (an AI-powered inbound marketing platform with editorial content, drip campaigns, social media and email marketing automation), and Compliance Core (team compliance review, edit request and approval workflows). The platform is sold primarily via monthly subscriptions, with optional one-time paid services such as logo design, SEO setup, and copywriting.

Product overview

Twenty Over Ten is a marketing suite for financial advisors consisting of Website Engine (core website building platform), Lead Pilot (AI-powered inbound marketing with content libraries and drip campaigns), Compliance Core (team compliance management), and Content Assist (pre-written financial content). The company was acquired by FMG in November 2020 and its features are being integrated into the FMG platform. Additional paid add-ons include professional copywriting, logo design, and SEO services.

Differentiator

Problem solved

Functional benefit

Brands

• Lead Pilot: AI-powered inbound marketing platform for financial advisors that allows professionals in compliance-regulated industries to utilize electronic communications channels such as social media, websites, and email to communicate with clients and prospects in a compliant manner.

Products and services

• Website Engine A web-based website design and hosting platform specifically built for financial advisors. Provides mobile-responsive websites, landing pages, content management, website archiving for compliance, and integrations with third-party tools. Users can build websites themselves using pre-designed frameworks or have the Twenty Over Ten team build custom websites.
• Lead Pilot An AI-powered inbound marketing platform for financial advisors. Provides content libraries with editorial articles, videos, and infographics; automated drip campaigns; social media management; and email marketing tools to help advisors attract and convert leads.
• Compliance Core Compliance management tools for financial advisory teams. Allows compliance review, request edits, and approval of marketing materials created through the platform. Integrates with broker-dealer compliance workflows.
• Website Design & Copywriting Services Professional website design and copywriting services performed by the Twenty Over Ten team. Includes the FORGE package ($1,200) with discovery meeting and custom website copy for up to 5 pages, the Boost package ($600) with content review and SEO optimization, and Logo Design ($1,000) with initial discovery and design revisions.
• SEO Essentials A $1,200 one-time SEO setup package that completes important SEO tasks including Google optimization and content strategy guidance to boost website traffic.

Quantifiable outcome

• 57% of internet users say they won't recommend a business with a poorly designed mobile website
• +2 more outcomes

Named customers10 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

Integration5 records

AI capability2 records

Feature8 records

Partnerships

One partnership is on record.

• FMG (FMG Suite)coreOthers · 1 November 2020Twenty Over Ten was acquired by FMG in November 2020. The platforms have been merging to integrate top features from both tools into a new, innovative platform. Existing Twenty Over Ten website customers continue to login and receive support through the same channels.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• FMG Suite: Parent company of Twenty Over Ten following the November 2020 acquisition. FMG Suite offers websites, content, and curated marketing for financial advisors, directly overlapping with Twenty Over Ten's core Website Engine and Lead Pilot offerings.
• Snappy Kraken: Marketing automation platform purpose-built for financial advisors, providing email campaigns, landing pages, and lead generation tools. Direct competitor in the same vertical with comparable AI-driven advisor marketing capabilities.
• Advisor Websites: Website builder and hosting service exclusively for financial advisors, offering compliant templates and marketing tools. Closest pure-play competitor to Twenty Over Ten's Website Engine product.

Emerging players

• Wealthbox CRM: CRM platform purpose-built for financial advisors with contact management and workflow automation. Adjacent to Twenty Over Ten's lead management and advisor workflow focus, often integrated into the broader advisor tech stack.
• Redtail Technology: Leading CRM provider for financial advisors with workflow, document, and contact management. Twenty Over Ten integrates with Redtail, and the two compete for the same advisor relationship and workflow spend.
• Riskalyze (now Nitrogen): Risk tolerance and proposal-generation platform for financial advisors. Sells into the same independent advisor channel and competes for the same marketing and client-engagement wallet.

Broad incumbents

• HubSpot: Large-scale marketing automation, CRM, and content platform with broad horizontal appeal. Increasingly targets financial services and other regulated verticals, competing with Lead Pilot's automation and content capabilities.
• Wix: Generic DIY website builder with templates, hosting, and marketing add-ons. Competes at the low end of Twenty Over Ten's DIY tier for advisor customers prioritizing price over compliance specialization.
• Squarespace: Design-forward website builder used by individual professionals and small firms. Competes for solo advisors and breakaway advisors seeking polished websites without compliance-specific tooling.
• Mailchimp: Horizontal email marketing and automation platform used across industries including financial services. Competes with Lead Pilot's drip campaigns and email automation capabilities for the same advisor marketing budget.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/twentyoverten
• YouTubeyoutube.com/channel/twentyoverten
• Facebookfacebook.com/twentyoverten
• LinkedInlinkedin.com/company/twenty-over-ten
• Instagraminstagram.com/twentyoverten

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Twenty Over Ten