Platinum Advisor

What Platinum Advisor does

Platinum Advisor Strategies was a provider of marketing content, ebooks, and event kits for financial advisors that has been merged into and now operates as part of FMG Suite. The combined entity, headquartered at 18014 S Figueroa St Suite 200, Gardena, California, runs an all-in-one marketing automation platform purpose-built for financial professionals, registered investment advisors, broker-dealers, banks, credit unions, wirehouses, and insurance carriers (life & annuity, P&C, and IMOs/FMOs). Founded in 2009, the company is privately held and operates within the United States, supported by a headcount band of 11-50 employees.

The platform consolidates email marketing, social media management, event promotion, greeting cards with handwriting simulation, website building with a real-time visual editor, lead generation landing pages, testimonial management, and compliant texting via the wholly-owned MyRepChat product. Platform-level capabilities include a verticalized content library, One-Click Compliance review, marketing automation, native iOS and Android applications, AEO/SEO tools (schema-powered FAQs, sitemaps, redirects), Accessibility Lock, and AI Tools for content creation and workflow automation. An optional "Do It For Me" managed service, Marketing Assist, executes monthly marketing plans on behalf of advisors.

Revenue is generated through annual subscription access to the FMG Suite dashboard, with quote-based, non-publicly-disclosed pricing that varies across SMB self-serve, enterprise wealth-management deployments, and insurance distribution clients. Go-to-market combines direct sales (with free 20-minute consultations), a Strategic Partners program for institutional distribution, mobile app self-serve, a Referral Rewards program, and content-led demand generation via blog, webinars, guides, and website gallery assets. Platinum Advisor Strategies members were migrated to FMG with their existing content and resources, consolidating the two content estates on a single platform.

Name

Platinum Advisor

Legal name

FMG Suite

Website

https://platinumstrategies.com

Company type

Private

Founded year

2009

Operating status

Acquired

Headcount range

11–50 employees

Short description

Platinum Advisor (now operating as FMG Suite) sells an all-in-one marketing automation and compliance platform for US financial advisors, RIAs, broker-dealers, banks, wirehouses, and insurance carriers, combining email, social, websites, events, AI tools, and compliant texting.

Ownership category

akta.pro rank

Product category

Financial Advisor Marketing Software

NAICS

Other Services Related to Advertising (54189), Marketing Consulting Services (541613)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Marketing Technology (MarTech) Strategy & Stack Advisory (MPAAAFAJ)

Keywords

• Financial advisor marketing
• Marketing automation platform
• Wealth management marketing
• Compliant texting software
• Advisor website builder

Headquarters

HQ city

Summerfield

HQ country

United States

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

Revenue model

1. Subscription Platform Access: FMG Suite provides subscription-based access to its all-in-one marketing platform for financial advisors. The platform includes email marketing, social media tools, event promotion, website building, lead generation, AI tools, marketing automation, and compliance features. Platinum Advisor members migrated to the FMG dashboard with new login credentials.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Platinum Advisor Strategies operates an all-in-one marketing automation platform designed exclusively for financial advisors, RIAs, wealth management firms, and insurance enterprises. The platform unifies email, social media, websites, events, greeting cards, testimonial management, and compliant texting under one subscription. It also offers a done-for-you managed marketing service and a standalone compliant texting product (MyRepChat). The company has merged with FMG Suite, with Platinum Advisor content and team continuing under the FMG Suite brand.

Product overview

Platinum Advisor Strategies has merged into FMG (Financial Marketing Group), an all-in-one marketing automation platform specifically designed for financial advisors, wealth management firms, and insurance professionals. The platform combines a website building and modernization suite, multi-channel marketing tools (email, social media, events, greeting cards), testimonial management, compliant text messaging via MyRepChat, and AI-powered features. FMG's architecture consists of core product modules (Market My Business, Modernize My Website, Manage Testimonials, Text Compliantly/MyRepChat) supported by platform-level capabilities including a content library, marketing automation, one-click compliance review, mobile app, and AI tools. The platform targets financial professionals, RIAs, independent broker-dealers, large RIAs, banks, credit unions, wirehouses, life and annuity carriers, and IMOs/FMOs.

Differentiator

Problem solved

Functional benefit

Products and services

• FMG Suite (formerly Platinum Advisor Strategies)

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

One partnership is on record.

• MyRepChatcoreTechnology or IntegrationMyRepChat is a streamlined, compliant texting solution integrated with FMG Suite. It provides financial advisors with scheduling, auto-responses, and templates for compliant client communication. Available as a connected product within the FMG ecosystem.

Recent moves6 records

Expansion highlights6 records

Direct peers

• Marketri: Marketri is a marketing agency specialized in financial services firms, offering strategy, content, and execution services. It competes with FMG's 'Marketing Assist (Do It For Me)' add-on module and targets the same advisor and wealth management buyer.
• Wealthbox: Wealthbox is a CRM built for financial advisors with integrated email, workflows, and marketing features. It targets the same RIA and independent advisor segment as FMG Suite and competes for both CRM and marketing wallet share.
• Redtail Technology: Redtail Technology is a CRM and workflow platform for financial advisors that increasingly bundles marketing automation, email campaigns, and website tools. It is a direct peer serving the same advisor base with overlapping marketing features.
• Snappy Kraken: Snappy Kraken is a marketing automation and content platform built specifically for financial advisors, offering email campaigns, social media, and AI-driven personalization. It competes most directly with FMG Suite's all-in-one advisor marketing stack and shares the same core customer base of independent RIAs and broker-dealers.
• Advisor Websites: Advisor Websites provides website design, hosting, and marketing services specifically for financial advisors. It directly overlaps with FMG's 'Modernize My Website' module and competes for the same advisor clients on website-led marketing.
• Hearsay Systems: Hearsay Systems provides compliant social media, email, and text marketing software tailored for financial advisors and insurance agents. It directly overlaps with FMG Suite's email, social, and MyRepChat texting capabilities for the same regulated personas.

Broad incumbents

• Salesforce: Salesforce Financial Services Cloud bundles CRM, marketing, and compliance features for wealth and insurance firms. It is a broad incumbent that competes for enterprise marketing technology wallet at large RIAs, broker-dealers, and insurance carriers that FMG also targets.
• HubSpot: HubSpot is a broad marketing, sales, and CRM platform with growing financial services offerings. It competes with FMG Suite at the marketing automation layer for cross-sell into advisor firms that already standardize on HubSpot for general marketing.
• Constant Contact: Constant Contact is a long-standing SMB email and digital marketing platform that some independent advisors use as a cheaper alternative to FMG Suite. It is a broad incumbent with overlapping email and social features but lacks financial-services specialization.

Others

• MarketingProfs: MarketingProfs provides marketing training, content, and resources to B2B marketers including those in financial services. It is adjacent to FMG's content library and educational webinar assets, supporting the same buyer without directly competing on platform tools.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Instagraminstagram.com/fmg_marketing
• Xx.com/platinumadvisor
• Facebookfacebook.com/platinumadvisors
• LinkedInlinkedin.com/company/platinum-advisor-strategies

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Platinum Advisor