About Snappy Kraken

Snappy Kraken is an AI-powered marketing platform built exclusively for financial advisors and firms. Our automated campaigns, award-winning content, and real-time data insights help advisors attract clients, strengthen relationships, and drive measurable growth. With built-in compliance workflows and a fully managed marketing option, we make it easy for advisors and firms to scale their marketing efficiently—saving time while delivering proven results.

Why Snappy Kraken? Data-Backed Growth For Advisors & Firms

Marketing isn’t guesswork—it’s a science. Snappy Kraken’s AI-powered, data-driven platform delivers proven results at scale. Whether you’re a solo advisor or leading a large firm, our automation, insights, and compliance-ready tools help you attract clients, engage prospects, and drive measurable growth—without the extra effort or tech headaches.

7x Faster Organic Growth

Firms using Snappy Kraken grow significantly faster than the industry average. (Based on the 2023 Fidelity RIA Benchmarking Study, Snappy Kraken Client Surveys, and platform-wide performance data).

AI-powered Marketing & Content

Snappy Kraken’s AI goes beyond content creation—it enhances your entire marketing process. Use built-in generative AI to instantly create and personalize emails, social posts, images, and more. Our AI-driven tools analyze engagement, surface real-time opportunities, and optimize campaigns to help you convert more leads and grow faster.

Automated Marketing That Works

Set campaigns once, and they’ll run in the background automatically—nurturing prospects and strengthening client relationships on email, social, and texting. Snappy Kraken’s automation ensures consistent engagement at every stage, so you stay top-of-mind without extra effort.

Done-For-You Marketing

Freedom360 is our fully managed marketing program that handles everything for you—from strategy to execution—so you can focus on your clients. Advisors using Freedom360 see 2x more appointment requests, proving that better marketing leads to real growth.

The Future Of Financial Advisor Marketing: Meet The New Campaigns App

Marketing doesn’t have to be complicated. Snappy Kraken’s new Campaigns App makes it easy for financial advisors to streamline their marketing, drive engagement, and grow their business—without the guesswork. Quickly find and launch high-performing campaigns, personalize marketing with AI, gain deep insights to optimize results, and automate key workflows that integrate seamlessly with your CRM. Smarter marketing, less hassle, bigger impact. Watch now to see it in action!

Resources

  • Guide
    2025 Advisor Marketing Field Guide
    Wednesday, February 19, 2025 Snappy Kraken The step-by-step blueprint for standing out, attracting more clients, and marketing smarter in an AI-driven world. Get proven strategies, AI-powered content prompts, and automation tips to grow your firm with less effort.

Testimonials

See what our advisors and industry leaders are saying about us.

"Nothing compares to Snappy Kraken. When I used more generic content in the past, people stopped opening my emails. That doesn't happen with Snappy's content. I landed 4 clients in my first year using the program, which is a big ROI."

Heath Harris SVP — Oliver Wealth Management

"Snappy Kraken is the only marketing company in our industry that delivers proven results and stands behind them. Who else publishes their actual results for everyone to see?"

Marty Bicknell CEO — Mariner Wealth Advisors

"A CPA referred us to a client six months ago, but she wasn’t ready. Then, she told me she kept getting our emails and that’s why she reached out. SK did all the upfront heavy lifting—and now she’s a $1M+ client!"

Brian Traverso President — BOLT Wealth Management

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