# FMG

> FMG is a vertical SaaS and services company that gives financial advisors, insurance professionals, and large wealth-management firms one place to run websites, email, social media, texting, reviews, content, and compliance workflows. Its bet is practical rather than glamorous: advisors do not need another generic marketing tool; they need a system that understands regulated communications and can keep working when the advisor gets busy.

- **Founded:** 2011
- **Headquarters:** Gardena, United States
- **Founders:** Dave Christensen (Co-founder and CEO)
- **Team size:** Approximately 700 employees; LinkedIn listed 696 employees in August 2026, while supplied company data listed 710
- **Products:** FMG Marketing Suite, FMG Website Suite, Do It For Me, Curator, MyRepChat
- **Notable:** Ranked first in market share and customer satisfaction in the T3/Inside Information Software Survey across multiple years from 2019 onward, according to company and G2 materials., Recognized by WealthManagement.com as Best Marketing Automation Platform, according to FMG's 2026 company materials., Grew from advisor websites into a multichannel platform through at least eight acquisitions by 2023, then added Testimonial iQ in late 2025.

## Products & services

- **FMG Marketing Suite** — Email, social publishing, campaigns, events, content, analytics, mobile tools, CRM synchronization, and automation built for regulated financial marketers.
- **FMG Website Suite** — Hosted, mobile-optimized advisor websites with editing, SEO, disclosures, one-click compliance submission, and optional tailored copywriting.
- **Do It For Me** — A managed marketing service with a dedicated strategist, monthly calendar, content personalization, planning calls, blogs, and event support.
- **Curator** — AI-assisted article curation and caption generation built from Vestorly technology for timely social sharing.
- **MyRepChat** — Compliant individual and group texting, archiving, workflows, scheduling, CRM integrations, and data-loss-prevention features.
- **Muse** — Embedded AI drafting for advisor emails, social posts, and blogs with advisor-specific tone options.
- **Overwatch** — An AI compliance coach that flags language likely to trigger review issues before content is submitted.
- **Sidekick** — An in-product conversational assistant for platform help and marketing guidance, with escalation to human support.
- **FMG Testimonials** — Compliant collection and publishing of testimonials, Google reviews, referrals, surveys, and client feedback; acquired as Testimonial iQ.

## Achievements

- Ranked first in market share and customer satisfaction in the T3/Inside Information Software Survey across multiple years from 2019 onward, according to company and G2 materials.
- Recognized by WealthManagement.com as Best Marketing Automation Platform, according to FMG's 2026 company materials.
- Grew from advisor websites into a multichannel platform through at least eight acquisitions by 2023, then added Testimonial iQ in late 2025.
- Reports more than 80,000 advisors reaching over 45 million investors in 2026 company materials.
- Maintains a SOC 2 Type 2 program covering shared business practices and the FMG advisor marketing platform.

## Latest updates

- **2025-06** — FMG announced Muse, Overwatch, and Sidekick, embedding content drafting, pre-submission compliance guidance, and conversational help into the platform.
- **2025-09** — GTCR completed its acquisition of FMG from Aurora Capital Partners; former LPL Financial CEO Mark Casady became executive chairman.
- **2025-12** — FMG completed its acquisition of Testimonial iQ; financial terms were not disclosed.
- **2026-01** — Co-founder and longtime product leader Dave Christensen became CEO; Scott White moved to the board.
- **2026-02** — Testimonial iQ was rebranded as FMG Testimonials, extending the platform into compliant reviews, referrals, surveys, and answer-engine visibility.
- **2026-06** — FMG added testimonial submissions to its existing enterprise compliance queue and introduced natural-language search in its content library.
- **2026-08** — FMG added senior leaders in AI strategy, customer success, and enterprise sales as it expanded across broker-dealers, RIAs, insurance, and asset management.

## Links

- Website: https://fmgsuite.com
- LinkedIn: https://www.linkedin.com/company/fmg-suite
- Twitter/X: https://twitter.com/FMGSuite
- YouTube: https://www.youtube.com/channel/UCWqp9gkjkyxWhS4Ed3V2KAw
- Instagram: https://www.instagram.com/fmg_marketing/
- Facebook: https://www.facebook.com/fmgsuite/

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Profile page: https://yespress.io/fmg
Published by YesPress — https://yespress.io
Last updated: 2026-08-20