Advanced Advisor Marketing
Advanced Advisor Marketing is a Bloomington, Minnesota-based marketing services firm that provides seminars, webinars, lead generation, retargeting, content, and a proprietary CRM built specifically for independent financial advisors and advisory firms.
- Company typePrivate
- Founded-
- HeadquartersBloomington, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Advanced Advisor Marketing does
Advanced Advisor Marketing is a US-based marketing services and technology firm that targets independent financial advisors and advisory firms. The company builds and executes custom marketing plans using turnkey templates, covering seminars, webinars, lead generation, retargeting campaigns, email nurturing, social media content, guide funnels, and a proprietary CRM platform designed for the financial advisor workflow.
Its core technology stack centers on a proprietary Marketing CRM that consolidates email, calendar, texting, lead management, and marketing automation into a single system purpose-built for advisors. Surrounding the CRM are several integrated components: Seminar and Webinar Systems with pre-built templates, a Celebrity Retargeting Platform that uses website visitor and prospect list data, automated Guide Funnels for lead capture, and a Content and Email Nurturing System for done-for-you content execution. The firm also offers a Chief Marketing Officer service positioned as fractional CMO support. The company operates from Bloomington, Minnesota, with a headcount of 1-10 employees.
The business model is subscription-based with annual billing and custom pricing tied to each advisor's budget and marketing goals. Go-to-market is sales-led, with demo requests and consultations as the primary acquisition channel; pricing is not publicly disclosed. The company competes on vertical specialization, proprietary technology integration, and done-for-you execution rather than self-serve software. There are no publicly disclosed funding rounds, partnerships, awards, leadership hires, named customers, or revenue figures in the available data.
Advanced Advisor Marketing firmographics
Firmographics- Name
- Advanced Advisor Marketing
- Legal name
- Advanced Advisor Marketing
- Website
- https://advancedadvisormarketing.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Advanced Advisor Marketing is a Bloomington, Minnesota-based marketing services firm that provides seminars, webinars, lead generation, retargeting, content, and a proprietary CRM built specifically for independent financial advisors and advisory firms.
- Ownership category
- akta.pro rank
Advanced Advisor Marketing industry classification
Industry- Product category
- Financial Advisor Marketing Services
- NAICS
- Marketing Consulting Services (541613), Advertising Agencies (541810), Advertising Agencies (54181)
- SIC
- Services-Management Consulting Services (8742), Services-Advertising Agencies (7311)
- akta.pro primary industry
- Customer, Marketing & Sales Consulting (BPAHACAG)
- akta.pro secondary industries
- Corporate Finance & Capital Advisory (BPAHADAB), Comprehensive Financial Planning (FSAEAAAA)
Keywords
Where Advanced Advisor Marketing is headquartered
LocationHeadquarters
- HQ city
- Bloomington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Advanced Advisor Marketing business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Marketing Services Subscription: Ongoing marketing services for financial advisors including custom marketing plans, CRM access, content creation, and lead generation support. The company acts as a fractional CMO providing strategy and execution.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom marketing services with fractional CMO support |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Advanced Advisor Marketing product offering
Product offeringCore offering
Advanced Advisor Marketing builds custom marketing plans for financial advisors from proven turnkey templates, providing seminars, webinars, lead generation and list building, celebrity retargeting, automated guide funnels, content and email nurturing, and a proprietary Marketing CRM that integrates email, calendar, texting, and lead management. The company positions itself as a fractional Chief Marketing Officer for financial advisors at a fraction of the cost of a full-time marketing hire.
Product overview
Advanced Advisor Marketing offers a unified marketing platform for financial advisors consisting of seven integrated services/products. The core offering centers on a proprietary Marketing CRM that serves as the central hub connecting all marketing functions. Around this platform, the company provides turnkey Seminars and Webinars for prospect attraction, Lead Generation and list building services, Celebrity Retargeting to capitalize on website visitors and contacts, Guide Funnels for automated landing pages and lead capture, and Content and Email Nurturing for ongoing prospect engagement. Additionally, a Chief Marketing Officer consultation service provides strategic guidance. All components are designed to work together to position financial advisors as 'celebrity' experts in their local markets.
Differentiator
Problem solved
Functional benefit
Products and services
- Seminars and Webinars Turnkey, proven seminars and webinars designed for financial advisors to attract prospects and generate leads through educational events.
- Lead Generation Proven lead generation and list building services to help financial advisors grow their prospect database.
- Celebrity Retargeting Data-driven retargeting service that allows financial advisors to reach anyone and everyone within their list or website visitors to maximize marketing effectiveness.
- Guide Funnels Automated funnels and landing pages built to capture more leads and meetings for financial advisors.
- Content and Email Nurturing Done-for-you email nurturing and social media content services to keep prospects engaged and promote financial advisors as industry experts.
- Marketing CRM Proprietary CRM platform for financial advisors that includes email, calendar, and texting capabilities, connecting all marketing functions in one centralized location.
- Chief Marketing Officer Service Strategic marketing consultation service providing financial advisors with CMO-level expertise at a fraction of the cost to help strategize marketing within budget.
Companies that use Advanced Advisor Marketing
Customer profileSegments1 record
Ideal customer profiles1 record
Advanced Advisor Marketing technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Advanced Advisor Marketing partnerships and signals
Strategic signalScale indicators1 record
Recent moves3 records
Expansion highlights3 records
Advanced Advisor Marketing competitors and assessment
Company assessmentDirect peers
- Wealthbox: CRM built specifically for financial advisors with contact management, workflows, and integrations — directly competitive with AAM's all-in-one CRM claim.
- Twenty Over Ten: Website design, content, and lead generation for financial advisors. Competes for the same 'done-for-you advisor marketing' budget with a comparable subscription positioning.
- Redtail Technology: CRM and workflow platform widely used by independent financial advisors; competes directly with AAM's proprietary Marketing CRM at the workflow/data layer of advisor practices.
- FMG: Marketing platform purpose-built for financial advisors, offering curated content, email, social, and websites — the closest scaled analog to Advanced Advisor Marketing's end-to-end advisor marketing stack.
- Practifi: Practice management and CRM platform for advisors and wealth management firms, overlapping with AAM's CRM and lead-management positioning.
- Snappy Kraken: Marketing automation and done-for-you campaigns for financial advisors, including email drips, online advertising, and educational content — directly overlapping on the recurring advisor marketing subscription model.
Broad incumbents
- HubSpot: General-purpose marketing CRM and automation platform often used by advisors and advisor marketing firms; provides an alternative for advisors willing to self-serve rather than buy AAM's done-for-you service.
- Broadridge Advisor Solutions: Large financial services technology provider with advisor marketing, communications, and data capabilities; competes as a broader incumbent rather than a vertical specialist.
Emerging players
- Riskalyze: Risk tolerance and proposal platform for advisors, expanding into marketing and client engagement — adjacent competitor on the advisor technology stack AAM integrates with.
- Vanilla: Digital marketing and lead generation tools aimed at financial advisors, competing on the demand generation and online presence layer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Advanced Advisor Marketing social profiles
Digital presenceAdvanced Advisor Marketing financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advanced Advisor Marketing leadership team
Management profileNumber of profiles
Advanced Advisor Marketing funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advanced Advisor Marketing M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Advanced Advisor Marketing
What does Advanced Advisor Marketing do?
Advanced Advisor Marketing builds custom marketing plans for financial advisors from proven turnkey templates, providing seminars, webinars, lead generation and list building, celebrity retargeting, automated guide funnels, content and email nurturing, and a proprietary Marketing CRM that integrates email, calendar, texting, and lead management. The company positions itself as a fractional Chief Marketing Officer for financial advisors at a fraction of the cost of a full-time marketing hire.
Is Advanced Advisor Marketing a public or private company?
Advanced Advisor Marketing is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Advanced Advisor Marketing founded?
Advanced Advisor Marketing was founded in -1. It employs 1 to 10 people.
Where is Advanced Advisor Marketing based?
Advanced Advisor Marketing is headquartered in Bloomington, United States, in the North America region.
How does Advanced Advisor Marketing make money?
One revenue line is on record: marketing Services Subscription.
Who are Advanced Advisor Marketing's main competitors?
Direct peers on record are Wealthbox, Twenty Over Ten, Redtail Technology, FMG, Practifi and Snappy Kraken. Broad incumbents are HubSpot and Broadridge Advisor Solutions. Emerging players are Riskalyze and Vanilla.
Does Advanced Advisor Marketing have an API?
No public API is recorded for Advanced Advisor Marketing.
What industry is Advanced Advisor Marketing in?
Advanced Advisor Marketing's product category is Financial Advisor Marketing Services. Its primary akta.pro industry code is BPAHACAG, Customer, Marketing & Sales Consulting, with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 541613 and its SIC code is 8742.