About FMG Suite
FMG Suite is a Financial Services company based in San Diego (United States) founded in 2011, and was acquired by GTCR in August 2025. An omnichannel marketing platform is offered for financial advisors. It operates in the Financial Services and Technology sectors. FMG Suite has completed 4 acquisitions, including MarketingPro, MyRepChat and Platinum Advisor Strategies. Its website fmgsuite.com draws about 182 thousand monthly visits. FMG Suite offers products and services including Market My Business, Modernize My Website, and Text Compliantly. Its focus areas include Enterprise Applications, MarketingTech, Industry Specific Marketing and Banking. Its legal entity is FMG Suite, LLC. Its competitors include Hearsay Systems, Cardlytics and Ondot Systems; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters San Diego, United States
- Stage Acquired
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website fmgsuite.com
- Social LinkedIn X Facebook YouTube
- Acquired by Aurora Capital Group (May 2020)
- Legal Name Fmg Suite, Llc
- Latest Funding Round$15M (USD), Debt – Conventional
May 2018
- InvestorsSaratoga Investment
& 2 more
- Investments & AcquisitionsMarketingPro
& 3 more
- Acquired by
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.
Platform for managing emails, social media, and events.
Tools to build and optimize professional websites.
Compliant texting for secure client interactions.
Apps and channels of FMG Suite
FMG Suite publishes 2 mobile apps with over 1K+ downloads.
Funding Insights of FMG Suite
- Total Rounds 1
- Last Round Debt – Conventional — $15M
- First Round $15M
(May 2018)
- Investors Count 1
All 1 funding rounds of FMG Suite with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2018 | $15M | Debt – Conventional | – | – |
3 investors in total: 3 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investment firm investing in the US | 2004 | saratogainvestmentcorp.com | New York, United States | |
Private equity investments and firm management in Chicago. | gtcr.com | |||
Private equity investment firm focused on multiple sectors | auroracap.com | Los Angeles, United States |
Investor details for FMG Suite
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of FMG Suite
80 people are tracked at FMG Suite (30 in leadership, 50 in team).
| Name | Role | Group |
|---|---|---|
Liz Norman | VP, People | Leadership |
Lori Zinaich | Vp, Large Enterprise Demand Generation | Leadership |
Richard Hwang | VP, Enterprise Sales & Strategy | Leadership |
Scott White | President, CEO & Executive Board Member | Leadership |
Nate Alvar | VP, Product Engineering | Leadership |
Susan Theder | Chief Marketing & Experience Officer | Leadership |
Jared Card | COO | Leadership |
Dave Christensen | Chief Product & Technology Officer | Leadership |
Chris Aitkens | Chief Sales Officer | Leadership |
Brandon Brown | VP, Creative & Product Experience | Leadership |
Lucy Borne | VP, Implementation & Enterprise Success | Leadership |
Dave Morton | VP, Insurance Sales | Leadership |
Chris Paley | VP, Sales | Leadership |
Mike Woods | Vp, Content & Operations | Leadership |
Raudel Enrique | Design Director | Leadership |
Bryan Eshelbrenner | VP Enterprise Product Delivery | Leadership |
Scott Josephson | Director Of Product Engineering | Leadership |
Elise L. | Director Of Product And Enterprise Marketing | Leadership |
Josh Gonzales | SR Director Of Customer Support | Leadership |
Amy Galli | Vice President Product Marketing | Leadership |
60 more people are available in the full profile.
Complete people profiles for FMG Suite
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Cloud-based platform enables compliant messaging for financial advisors. | myrepchat.com | Medina, United States | 2017 | Sep 2023 | •••• | |
Providing digital marketing solutions to financial advisors | twentyoverten.com | State College, United States | 2011 | Dec 2020 | •••• | |
Marketing tools and content are provided for financial professionals. | marketing.pro | San Diego, United States | 2005 | Sep 2018 | •••• | |
Services for financial advisors are provided by Platinum Advisor Strategies. | platinumstrategies.com | Summerfield, United States | 2009 | Jul 2018 | •••• |
Complete acquisition details for FMG Suite
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of FMG Suite
8 dated milestones of FMG Suite across 14 years, from founding to its latest funding, stage changes and deals.
- Founded FMG Suite is founded.
- Funding First funding round of $15.0M.
- Acquisition Acquires Platinum Advisor Strategies.
- Acquisition Acquires MarketingPro.
- Exit Acquired by Aurora Capital Group.
- Acquisition Acquires Twenty Over Ten.
- Acquisition Acquires MyRepChat.
- Exit Acquired by GTCR.
Competitors of FMG Suite
FMG Suite has 3 listed competitors in our database, 3 of them funded. They include Hearsay Systems, Cardlytics and Ondot Systems.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hearsaysystems.com | 2009 | San Francisco, United States | $81M | 168 | Marketing analytics platform is utilized for financial services customer engagement. | |
| cardlytics.com | 2008 | Atlanta, United States | $178M | 389 | Card-linked marketing solutions are provided to banks and financial institutions. | |
| ondotsystems.com | 2011 | Santa Clara, United States | $51.1M | 128 | Card-linked marketing solutions are offered to banks and financial institutions. |
Detailed competitors of FMG Suite
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of FMG Suite
The website of FMG Suite (fmgsuite.com) receives about 181.8K visits a month.
- Monthly visits181.8K
▲ 7.9% vs previous month
Websites whose visitors overlap most with FMG Suite. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| leadingresponse.com | 100% | 11.2K | #2,112,924 | View details | |
wealthscape.com | wealthscape.com | 99% | #195,690 | – | |
fmgwebsites.com | fmgwebsites.com | 97% | #897,929 | – | |
| mintcopywritingstudios.com | 93% | #1,216,948 | View details | ||
| capitalgroup.com | 77% | #14,092 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 33 similar websites and full traffic analytics for FMG Suite
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 33 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as FMG Suite (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Fmg Suite
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
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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 Ondot Systems.
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.
FMG Suite operates through Fmg Suite, Llc.
Yes. FMG Suite was acquired by Aurora Capital Group in May 2020.
Yes. FMG Suite publishes FMG - Expert Advisor Marketing and 1 more app, with over 1,000 downloads.
The website of FMG Suite receives about 182 thousand visits a month.