FMG Suite

San Diego, United States Founded: 2011 • Age: 15 yrs Acquired By GTCR
An omnichannel marketing platform is offered for financial advisors.
Annual revenue - Latest available
Total funding - 1 rounds
Employees - Tracked headcount
Investors 3 Known backers
Products 3 Services tracked
Competitors 10 Brand Intelligence

About FMG Suite

FMG Suite is a company based in San Diego (United States) founded in 2011 was acquired by GTCR in August 2025. FMG Suite has completed 4 acquisitions, including MarketingPro, MyRepChat and Platinum Advisor Strategies. FMG Suite offers products and services including Market My Business, Modernize My Website, and Text Compliantly. FMG Suite operates in a competitive market with competitors including Hearsay Systems, Cardlytics, Earnix, Datamaran and Ondot Systems, among others.

  • Headquarter San Diego, United States
  • Sectors
    Financial Services
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Fmg Suite, Llc
Operational Areas
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    $15 M (USD), Debt – Conventional

    May 16, 2018

  • Investors
  • Employee Count
    Not available
  • Investments & Acquisitions
  • Acquired by
    GTCR

    & 1 more

    (Aug 05, 2025)

Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of FMG Suite

FMG Suite offers a comprehensive portfolio of products and services, including Market My Business, Modernize My Website, and Text Compliantly.

Product name locked
Category locked
Primary

Platform for managing emails, social media, and events.

Product name locked
Category locked
Locked

Tools to build and optimize professional websites.

Product name locked
Category locked
Locked

Compliant texting for secure client interactions.

People of FMG Suite

Headcount 200-500
Employee Profiles 81
Employee Profiles
People
Roderick Tomlin
Software Engineering Manager
People
Liz Norman
VP, People
People
Shannon Charfauros
Team Lead Concierge
People
Stephen Lee
Senior Software Engineer

Unlock access to complete

Funding Insights of FMG Suite

Investors in FMG Suite

FMG Suite has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Saratoga Investment, GTCR Chicago Private Equity Firm and Aurora Capital Group.

All
Venture Fund
Investor Description Founded Year Domain Location
Private equity investment firm investing in the US
Locked Locked Locked
Private equity investments and firm management in Chicago.
Locked Locked Locked
Private equity investment firm focused on multiple sectors
Locked Locked Locked
Premium access

Investor details for FMG Suite

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by FMG Suite

FMG Suite has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include MarketingPro, MyRepChat and Platinum Advisor Strategies.

Investments
Premium access

Investment portfolio details for FMG Suite

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Cloud-based platform enables compliant messaging for financial advisors.
Locked Locked 2017 Locked
Providing digital marketing solutions to financial advisors
Locked Locked 2011 Locked
Services for financial advisors are provided by Platinum Advisor Strategies.
Locked Locked 2009 Locked
Premium access

Complete acquisition details for FMG Suite

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

Verified entity values are shown only after access is granted.

Financial Statements - FMG Suite

Premium access

Detailed financials for FMG Suite

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Fmg Suite Comparisons

FMG Suite Primary company
Description
An omnichannel marketing platform is offered for financial a...
Location
San Diego, United States
Founded Year
2011
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for FMG Suite

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

Competitors of FMG Suite

FMG Suite operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Hearsay Systems, Cardlytics, Earnix, Datamaran and Ondot Systems, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Marketing analytics platform is utilized for financial services customer engagement.
Locked Locked Locked
Card-linked marketing solutions are provided to banks and financial institutions.
Locked Locked Locked
AI based marketing analytics and data monitoring solutions for insurers and banks
Locked Locked Locked
AI platform used to transform ESG data into actionable insights.
Locked Locked Locked
Card-linked marketing solutions are offered to banks and financial institutions.
Locked Locked Locked
Customer engagement platforms for financial institutions are provided.
Premium access

Detailed competitors of FMG Suite

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Fmg Suite

Premium access

Complete news archive for FMG Suite

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about FMG Suite

FMG Suite was founded in 2011 and raised its 1st funding round 7 years after it was founded.

FMG Suite is headquartered in San Diego, United States. It is registered at San Diego, California, United States.

FMG Suite was founded in 2011 in San Diego, United States. An omnichannel marketing platform is provided to the financial industry, where websites are created by advisors and automated campaigns are executed. Services encompass email marketing, social media management, content marketing, and content creation. Client communication is supported via automated email and social media efforts, with operations centered in the U.S. financial sector.

FMG Suite's top competitors include Cardlytics, Hearsay Systems and Total Expert.

FMG Suite offers Market My Business, Modernize My Website, and Text Compliantly.

FMG Suite has made 4 acquisitions, including MarketingPro, MyRepChat, and Platinum Advisor Strategies.

FMG Suite has 3 investors. Key investors include Saratoga Investment, GTCR Chicago Private Equity Firm, and Aurora Capital Group.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available