Advisor Websites

What Advisor Websites does

Advisor Websites, founded in 2012 in Vancouver, British Columbia, and operating as A.W. AdvisorWebsites.com Software Inc., is a vertical SaaS provider of website-building and digital marketing software for financial advisors, RIAs, CFPs, insurance agents and broker-dealers across the United States and Canada. Its core platform, branded Force, is a no-code, drag-and-drop website builder combined with a curated FINRA/SEC-compliant content library, automated email and social campaign tools, calendar scheduling, the AccessAble web accessibility add-on, and a dedicated compliance dashboard for broker-dealer review workflows. The product integrates with major advisor CRMs (Redtail, Wealthbox, Salesforce), fintech tools (Riskalyze, Asset-Map) and distribution partners (Charles Schwab, Securian).

The company sells through a hybrid GTM combining direct sales (book-a-demo, dedicated sales line at 888-946-3188), self-serve product-led growth via 14-day trial, and broker-dealer channel partnerships. Revenue is generated primarily through recurring monthly or annual subscription fees on tiered plans (Startup, Traction, Expansion, Tycoon) plus one-time setup fees; pricing is quote-based and not publicly disclosed. In May 2022, Advisor Websites was acquired by U.S. MarTech firm Snappy Kraken, with Graham Turner (then CEO) named President of the combined entity and financing supported by existing Snappy Kraken investors Flyover Capital and FinTop Capital. Following the deal, Advisor Websites operates as a Snappy Kraken company, sharing contact and campaign data with the parent platform, and offering cross-platform discounts to advisors using both products. The customer footprint is described as "thousands" of advisors with a 25,000+ advisor newsletter audience, supported by a Vancouver-based team of 11-50 employees and recognized as one of British Columbia's fastest-growing companies.

Name

Advisor Websites

Legal name

A.W. AdvisorWebsites.com Software Inc.

Website

https://advisorwebsites.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Advisor Websites, a Vancouver-based Snappy Kraken company, provides a no-code Force website builder, FINRA/SEC-compliant content library, compliance dashboard and digital marketing automation to thousands of financial advisors, RIAs, insurance agents and broker-dealers across the U.S. and Canada on a recurring subscription model.

Ownership category

akta.pro rank

Product category

Financial Advisor Marketing Software

NAICS

Software Publishers (513210), Advertising Agencies (541810), Marketing Consulting Services (541613)

SIC

Services-Advertising Agencies (7311)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industry

Robo-Advisors & Digital Wealth Managers (FSAAAAAD)

Keywords

• Financial advisor websites
• Compliance marketing platform
• Wealth management marketing
• Advisor website builder
• Financial advisor CMS

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Subscription-Based Website & Marketing Platform: Advisor Websites generates revenue primarily through recurring subscription fees. Customers are billed monthly or annually for their selected service plan, beginning after a trial period. Subscription fees apply regardless of whether the customer actively uses the service. One-time setup fees may also apply. Prices are subject to change with 45 days' advance notice, and plan upgrades/downgrades are prorated.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

Advisor Websites provides the Force platform, a no-code website builder and digital marketing suite designed exclusively for financial advisors, RIAs, broker-dealers, and insurance professionals. The bundled offering combines responsive personalized website design with a FINRA/SEC-compliant content library, automated email and social media marketing, calendar scheduling, web accessibility, and a broker-dealer compliance review dashboard, sold via monthly or annual subscription.

Product overview

Advisor Websites provides a comprehensive website and digital marketing platform for financial advisors, insurance professionals, and wealth management firms. The core offering is the Force website builder - a drag-and-drop, no-code platform that enables advisors to create responsive, FINRA and SEC-compliant websites with personalization features targeting specific client segments. This core platform integrates with multiple add-on modules including a Calendar Scheduling Tool, Digital Marketing Solutions (encompassing social media, email campaigns, and content library), AccessAble for web accessibility, and a Compliance Dashboard for broker-dealer content review workflows. Following the May 2022 acquisition by Snappy Kraken, the platform also connects to the Snappy Kraken Marketing Hub for AI-powered marketing intelligence and Convos text messaging. The platform serves 25,000+ financial advisors across the United States and Canada.

Differentiator

Problem solved

Functional benefit

Brands

• Force: An all-inclusive marketing suite and website builder for financial professionals launched in May 2017, featuring easy website builder, Force dashboard, layout customizer, and automatic content publishing.

Products and services

• Force Platform Core SaaS platform from Advisor Websites: a drag-and-drop, stylized-block website builder and all-in-one digital marketing suite for financial professionals, enabling responsive, FINRA/SEC-compliant website creation and automated content publishing without coding.
• Personalized Website Design Conversion-friendly, strategically designed websites built for a financial advisor's specific target audience, with personalization tailored to the advisor's niche and compliance-ready content.
• Digital Marketing Solutions Digital marketing suite combining a customizable content library, social media sharing and scheduling, blog scheduling, automated email marketing, and analytics for financial advisors.
• Calendar Scheduling Tool Meeting scheduling tool integrated into advisor websites, allowing clients and prospects to book appointments directly with the advisor.
• Web Accessibility Solution (AccessAble) Web accessibility add-on ensuring advisor websites meet accessibility standards for users with disabilities.
• Additional Services Supplemental service offerings provided by Advisor Websites alongside its core website and marketing platform, including support from in-house marketing experts.
• Client Website Redesign Redesign service for existing Advisor Websites customers seeking to refresh or modernize their current website.
• Enterprise Solution Enterprise-grade tier of the Advisor Websites platform, designed for broker-dealers and large RIAs to manage multiple advisor sites with centralized compliance review and pre-approved content configurations.

Quantifiable outcome

• Companies that invest in online personalization outsell those that don't by more than 30%
• +4 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability6 records

Feature7 records

Partnerships

Eight partnerships are on record, tiered flagship, core and minor.

• Snappy KrakenflagshipStrategic or Co-development Partner · 1 May 2022Snappy Kraken acquired Advisor Websites in May 2022 to create a holistic solution for websites, branding, and digital marketing for financial advisors. Advisor Websites is now branded as 'Advisor Websites, A Snappy Kraken Company.' Graham Turner, CEO of Advisor Websites, became President of the combined entity. Existing integration between platforms shares contact data, performance statistics, and select campaigns between Snappy Kraken's marketing automation and Advisor Websites' website platform. Extensive discounts are available to advisors using both platforms.
• RiskalyzecoreTechnology or IntegrationRiskalyze is listed as a valued referral partner on the Advisor Websites website. The integration allows advisors to embed Riskalyze risk assessment tools into their websites for client engagement and lead generation.
• RedtailcoreTechnology or IntegrationRedtail is listed as a valued referral partner. Redtail CRM integration is available for advisors to connect their CRM data with their Advisor Websites platform.
• WealthboxcoreTechnology or IntegrationWealthbox is listed as a valued referral partner. Wealthbox CRM integration is available for advisors to connect CRM data with their website platform.
• Asset-MapcoreTechnology or IntegrationAsset-Map is listed as a valued referral partner. The platform provides financial visualization tools integrated with advisor websites.
• SecurianminorChannel Partner/ Reseller/ DistributorSecurian is listed as a valued referral partner, recommending Advisor Websites' platform to their financial advisor network.
• FAF (Financial Awareness Foundation)minorChannel Partner/ Reseller/ DistributorFAF is listed as a valued referral partner on the Advisor Websites website.
• UP (Ultura Payments)minorChannel Partner/ Reseller/ DistributorUP (Ultura Payments) is listed as a valued referral partner on the Advisor Websites website.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key highlights7 records

Customer concentration

• Xx.com/advisorwebsites
• Facebookfacebook.com/advisorwebsites
• LinkedInlinkedin.com/company/advisor-websites
• Instagraminstagram.com/advisorwebsites

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 Advisor Websites