# Robert J. Sofia

> Robert J. Sofia is the co-founder, chairman and CEO of Snappy Kraken, a marketing technology company serving financial advisors and financial services firms. Previously a co-founder and COO of Platinum Advisor Strategies, he has built his career around helping advisory businesses attract clients through distinctive branding, repeatable marketing and technology. He is the author of Blend Out and a host of Steal My Strategy.

- **Role:** Co-founder, Chairman and CEO at Snappy Kraken
- **Organizations:** Snappy Kraken, Platinum Advisor Strategies, Fross and Fross Wealth Management, Ford
- **Education:** Yale University
- **Known for:** Co-founded Snappy Kraken, winner of the 2016 XY Planning Network fintech competition., Co-founded Platinum Advisor Strategies, which announced an Inc. 500 ranking in 2013., Authored Blend Out: From Ordinary To Irresistible: How Advisors Can Market Like The Greatest Brands In The World.

## Career timeline

- **2004** — An advisor friend introduced him to opportunities in financial advisor marketing while he was working in automotive business development.
- **2005** — Working in an independent registered investment advisory firm, following a move from Ford business development.
- **2009** — Co-founded Platinum Advisor Strategies; served as COO.
- **2013** — Platinum announced an Inc. 500 ranking and three-year revenue growth of 1,218%.
- **2016** — Co-founded Snappy Kraken with Angel D. Gonzalez and Bradley DeLoatche; the company won the inaugural XYPN fintech competition.
- **2022** — Snappy Kraken acquired Advisor Websites; Blend Out appeared on Michael Kitces’s summer reading list.
- **2023** — Introduced Freedom360 while completing integration of Advisor Websites.
- **2025** — Snappy Kraken expanded its Enterprise Hub for advisory enterprises.
- **2026** — FPA announced a PlannerSearch partnership with Snappy Kraken; Snappy AI launched in September.

## Achievements

- Co-founded Snappy Kraken, winner of the 2016 XY Planning Network fintech competition.
- Co-founded Platinum Advisor Strategies, which announced an Inc. 500 ranking in 2013.
- Authored Blend Out: From Ordinary To Irresistible: How Advisors Can Market Like The Greatest Brands In The World.
- Created Jolt!, a conference focused on advisor marketing, branding, growth and creativity.
- Delivered presentations and webinars for companies including Ford, Adobe, Schwab and Prudential.

## Latest updates

- **2026-09** — Snappy Kraken launched Snappy AI on September 24, powered by Claude, to analyze authorized marketing activity and recommend next steps in read-only mode.
- **2026-02** — The Financial Planning Association announced a partnership with Snappy Kraken to develop PlannerSearch into a connected advisor discovery and lead engagement experience.
- **2025-02** — Snappy Kraken introduced an expanded AI-backed Enterprise Hub for RIAs, broker-dealers and independent marketing organizations.

## Links

- Website: https://snappykraken.com/
- LinkedIn: https://www.linkedin.com/in/robertsofia/
- Twitter/X: https://twitter.com/robertsofia

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Profile page: https://yespress.io/robert-j-sofia
Published by YesPress — https://yespress.io
Last updated: 2026-10-21