Advisor Marketing Hub

What Advisor Marketing Hub does

Advisor Marketing Hub (AMH), founded in 2012 and headquartered in Costa Mesa, California, sells marketing software and done-for-you marketing services to financial advisors, insurance agents, and other sales professionals in North America. The company operates under the trade names AMH and Better Automate, with Rob Sousa as founder and CEO. Its core product is BetterAutomate, an all-in-one marketing platform that consolidates CRM and pipeline management, drag-and-drop website and funnel building, email and two-way SMS marketing, scheduling, call tracking, reputation management, social media publishing, LinkedIn automation, and a gray-labeled mobile app into a single subscription offering.

The business model is a three-tier recurring subscription priced at $497, $897, and $1,497 per month, bundling the BetterAutomate platform with increasing levels of virtual assistant support, done-for-you campaigns, and coaching. A $497 Onboarding FastTrack covers 40 hours of setup, and the company supplements recurring revenue with project-based services such as logos, landing pages, video editing, copywriting, and website packages, plus paid masterclasses and an AI Persona feature that generates personalized weekly marketing content. Distribution is hybrid: a self-serve BetterAutomate app complemented by demo-led sales assistance from the CEO, weekly onboarding coaching sessions, and a globally distributed virtual assistant team that executes campaigns on behalf of advisors. The company is privately held, discloses no outside investors, and reports 1-10 employees in its core HQ alongside a virtual team across multiple geographies.

Name

Advisor Marketing Hub

Legal name

Advisor Marketing Hub

Website

https://advisormarketinghub.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Advisor Marketing Hub provides the BetterAutomate all-in-one marketing platform and done-for-you campaign services to financial advisors, insurance agents, and sales professionals in North America on a tiered monthly subscription with bundled virtual assistant support.

Ownership category

akta.pro rank

Product category

Financial Advisor Marketing Software

NAICS

Advertising Agencies (541810), Marketing Consulting Services (541613), Custom Computer Programming Services (541511), Advertising, Public Relations, and Related Services (5418)

SIC

Services-Prepackaged Software (7372), Services-Advertising Agencies (7311), Services-Advertising (7310), Services-Management Consulting Services (8742)

akta.pro primary industry

Marketing Automation Platforms & Services (BPAFAFAC)

akta.pro secondary industries

Marketing Automation & Campaign Management CRM (HDAEAFAB), Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD), Customer, Marketing & Sales Consulting (BPAHACAG)

Keywords

• Financial advisor marketing
• Marketing automation software
• Lead generation tools
• CRM for advisors
• Social media automation

Headquarters

HQ city

Costa Mesa

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Marketing Software Subscription: Three-tier subscription model ($497/m, $897/m, $1497/m) providing access to BetterAutomate platform with varying levels of features, VA support, and done-for-you services
2. Virtual Assistant Services: Dedicated virtual assistant services with hourly rates dependent on plan tier. Onboarding FastTrack set up fee of $497. VA services include ongoing marketing tasks, content posting, LinkedIn management, and campaign execution
3. Project-Based Services: One-time project fees for logo packages, landing pages, social media content and graphics, video editing, copywriting, and website packages

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Advisor Marketing Hub sells the BetterAutomate all-in-one marketing software platform — an integrated CRM, website/funnel builder, email and SMS marketing, scheduling, and AI-driven lead nurturing tool — bundled with pre-built marketing campaigns and done-for-you execution services for financial advisors and insurance/sales agents. The platform is offered through three monthly subscription tiers ($497, $897, $1,497) that include varying levels of virtual assistant support and personal coaching. Their value proposition is replacing multiple discrete marketing tools with a single, advisor-specialized system that handles strategy, technology, and execution.

Product overview

Advisor Marketing Hub operates as a digital marketing solutions provider for financial advisors and sales agents, offering a platform-plus-services model built around the Better Automate software as its core product. Better Automate is an all-in-one marketing platform that consolidates CRM, website building, sales funnels, email/SMS marketing, scheduling, and automation capabilities. This core platform is complemented by multiple service layers: Pre-Built Marketing Campaigns providing ready-made funnels and workflows; Done-for-You Services offering personalized campaign execution by expert teams; Virtual Assistant Services for ongoing marketing support; Onboarding FastTrack for initial setup; Project-Based Services for a la carte needs (logos, video, copywriting); Masterclasses for education; and an AI Persona feature for personalized content generation. The company positions itself as a complete marketing solution replacing multiple discrete tools with one integrated system.

Differentiator

Problem solved

Functional benefit

Brands

• Better Automate: The all-in-one marketing software platform that streamlines sales funnels, websites, lead tracking, social media, scheduling, client communication and more.

Products and services

• Better Automate All-in-one marketing software platform that streamlines sales funnels, websites, lead tracking, social media, scheduling, client communication, and CRM into a single solution for financial advisors and sales agents. Offered via three monthly subscription tiers (DIY $497, Pro $897, Premier $1,497).
• Pre-Built Marketing Campaigns Ready-made sales funnels, websites, email campaigns, and SMS workflows designed for promoting workshops, webinars, podcasts, and masterclasses for financial advisors.
• Done-for-You Services Personalized marketing services delivered by a financial marketing expert and a VA team, including campaign personalization, content customization, and execution management bundled with the Pro and Premier tiers.
• Virtual Assistant Services Pre-trained virtual assistants specialized in financial advisor marketing, including Better Automate maintenance, conversation management, social posting, LinkedIn automation, and funnel management. VA hourly rates depend on plan tier with a 30-day lock-in.
• Onboarding FastTrack One-time setup service that completes all onboarding tasks — launchpad, integrations, SMTP, calendar appointments, landing pages, automations, pipelines, and contacts — within 40 hours for a $497 fee.
• Project-Based Services A la carte creative services for financial advisors, including logo packages, landing pages, social media content and graphics, video editing, copywriting, and website packages.
• Masterclasses Expert-led educational courses covering Advanced LinkedIn Automation, Story Brand Development, Video Marketing, Advanced Sales Training, Founder's Story, and BA Weekly Coaching Sessions for financial advisors.
• Workshops & Webinars Campaigns Plug-and-play campaign templates for hosting and promoting financial advisor workshops and webinars to generate qualified leads.
• Broadcast & Podcast Campaigns Pre-configured marketing campaigns for broadcast and podcast promotion to drive audience engagement and lead generation for financial advisors.

Quantifiable outcome

• 3x increase in qualified leads
• +5 more outcomes

Named customers5 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 capability6 records

Feature5 records

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Snappy Kraken: Snappy Kraken is a marketing automation and content platform built specifically for financial advisors, with pre-built campaigns, AI-driven personalization, and an advisor-focused campaign library — directly overlapping with BetterAutomate's core offering and target persona.
• Hearsay Social (Finseca): Hearsay Social (now operating as Finseca) provides social media and digital marketing compliance and automation for advisors and insurance agents, directly overlapping with Advisor Marketing Hub's LinkedIn automation and DFY social services.
• FMG Suite: FMG Suite (now part of Orion Advisor Solutions) provides websites, email marketing, social media, and content tools tailored to financial advisors and RIAs. It competes head-to-head with BetterAutomate for the same vertical buyer with overlapping feature set.
• Twenty Over Ten: Twenty Over Ten delivers websites, branding, and marketing content specifically for financial advisors, including a content library and lead-capture tools. Closely comparable in vertical targeting and content-led positioning.
• Keap: Keap (formerly Infusionsoft) is an all-in-one CRM, email, and marketing automation platform for SMBs including coaches and service professionals, sharing BetterAutomate's funnel + CRM + automation stack at a similar price point.

Broad incumbents

• ActiveCampaign: ActiveCampaign provides marketing automation, CRM, and email/SMS workflows for SMBs across many verticals. Its automation-first positioning and pricing tier structure closely mirrors BetterAutomate's SaaS offering.
• Mailchimp: Mailchimp is a leading email and marketing automation platform with broad SMB adoption. It competes on email/SMS automation and basic CRM, though it lacks BetterAutomate's vertical advisor content and DFY services layers.
• HubSpot: HubSpot offers a broad marketing, CRM, and automation suite widely adopted by SMB and mid-market professional services, including financial advisors — overlapping functionally with BetterAutomate's CRM, email, and funnel capabilities.
• Constant Contact: Constant Contact is an SMB-focused email marketing and automation platform with templated campaigns. It overlaps on email/SMS marketing and basic automation, commonly used by advisors for newsletters and event promotion.

Emerging players

• Redtail Technology: Redtail Technology provides CRM and workflow tools specifically for financial advisors, with growing marketing automation features. It is an emerging vertical competitor focused on the same advisor persona.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@AdvisorMarketingHub
• Facebookfacebook.com/amhsupport
• LinkedInlinkedin.com/company/advisor-marketing-hub
• Instagraminstagram.com/advisormarketinghub

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Marketing Hub