FMG Suite

San Diego, United States Founded: 2011 • Age: 15 yrs Acquired By GTCR
An omnichannel marketing platform is offered for financial advisors.
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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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Fmg Suite, Llc
Operational Areas
Financial Services → FinTech & Digital Finance
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
    $15 M (USD), Debt – Conventional

    May 16, 2018

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    GTCR

    & 1 more

    (Aug 05, 2025)

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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Platform for managing emails, social media, and events.

Tools to build and optimize professional websites.

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

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Funding Insights of FMG Suite

  • Total Funding
  • Total Rounds 1
  • Last Round Debt – Conventional — $15.0M
  • First Round

    (16 May 2018)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
May, 2018 Amount Debt – Conventional - FMG Suite Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Private equity investment firm investing in the US
Founded Year Domain Location
Private equity investments and firm management in Chicago.
Founded Year Domain Location
Private equity investment firm focused on multiple sectors
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Cloud-based platform enables compliant messaging for financial advisors.
2017
Providing digital marketing solutions to financial advisors
2011
Services for financial advisors are provided by Platinum Advisor Strategies.
2009
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - FMG Suite

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Fmg Suite Comparisons

Employees
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

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Marketing analytics platform is utilized for financial services customer engagement.
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Card-linked marketing solutions are provided to banks and financial institutions.
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AI based marketing analytics and data monitoring solutions for insurers and banks
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AI platform used to transform ESG data into actionable insights.
domain founded_year HQ Location
Card-linked marketing solutions are offered to banks and financial institutions.
domain founded_year HQ Location
Customer engagement platforms for financial institutions are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Fmg Suite

Frequently Asked Questions about FMG Suite

When was FMG Suite founded?

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

Where is FMG Suite located?

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

What does FMG Suite do?

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.

Who are the top competitors of FMG Suite?

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

What products or services does FMG Suite offer?

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

How many acquisitions has FMG Suite made?

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

Who are FMG Suite's investors?

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

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