A Complete Marketing System For Broker Dealers

Growing a financial firm is hard work, and many advisors are stuck with marketing that doesn't get results. Snappy Kraken's award winning content, marketing automation, and personalized websites make it easy for advisors to attract more leads, book more appointments, and delight their clients.

Ready for the only marketing system for Broker Dealers that's proven to drive results?

Some Of The 200+ Enterprises We Work With…


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Created for Financial Advisors to Drive Meaningful Connections

Proven strategy, modern tactics, and flawless execution

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Personalized Websites

Advisors and their clients are unique. Their websites should be too. Help them stand out with websites designed to attract their target audience, all set up to keep compliance happy.

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Marketing Content and Automation

Empower your advisors with a complete marketing strategy that includes original, award-winning content - so they can spend time on what matters most, their clients.

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Marketing a financial firm is hard. Instead of trying to manage their entire marketing system alone, we’ll do it for your advisors, making you look like a hero.


When the Snappy Kraken system is fully implemented, the results are proven. Advisors utilizing Snappy Kraken’s done-for-you marketing system (Freedom360) experience:


2x Appointment Requests


3.3x Lead Generation Results


6x Website Traffic

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”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 at Oliver Wealth Management

Done-For-You marketing Automation with proven results


Maximize Your Marketing ROI With Campaigns That Get Results

Your business and your clients are unique. Your website should be too. Stand out online with a website designed to attract your target audience, all set up to keep compliance happy.

That’s why our clients attribute 31% of their revenue growth to Snappy Kraken’s system.


Turn An Expense Into A Profit Center

Budget constraints are a reality for everyone. With Snappy Kraken, you’re not just adding another expense line - you’re creating a new revenue stream.

With our rev-share program, Snappy Kraken pays a recurring revenue share for every advisor you refer.

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Save Team Resources with Done-For-You Content

Creating high quality content is resource intensive. Just one campaign with emails, social posts, landing pages and offers could eat up an entire week for your team.

Snappy Kraken’s done-for-you content means your team can focus on bigger, more strategic opportunities. Win-win.

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Regulatory Compliance and Tech Tools

We make compliance a snap with enterprise-first tools built to your needs.

From archiving and data security, to FINRA reviewed campaigns and email journaling. You are in full control of what gets published and launched at all times.


Award Winning Advisor Support System

Having a powerful marketing tool is great, but if your agents don’t use it, it won’t drive results.

With Snappy Kraken, you’ll have a dedicated Account Manager, and we’ll work with your team to find a custom solution to educate your agents, train your home office staff, and provide marketing collateral to help gain adoption.


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? Who else offers a money-back guarantee if advisors aren't satisfied? Who else delivers research-based, fully automated, end-to-end digital campaigns at scale without being canned, watered down, massively expensive, or tons of work? No one. This is why I am so enthusiastic about the company, both as an investor and board member, and why Mariner Wealth has recently engaged Snappy Kraken for our own advisors use.

- Marty Bicknell
CEO & President , Mariner Wealth

Why Snappy Kraken?


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White Label Options

Your content, your brand, powered by Snappy Kraken.

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Transparent Reporting

Aggregate dashboards that show marketing ROI for your agents.

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API for Easy Integrations

Easily integrate with tools like Nitrogen, Redtail, AssetMap, Wealthbox, Salesforce, and more.

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FINRA and SEC Compliant

Built-in enterprise level compliance tools, and FINRA reviewed campaigns.

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Customize Everything

Our content, your content, or both. You can even build custom marketing campaigns for your agents.

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Comprehensive Support & Training

We’ll work directly with your team to drive adoption and maximize results for your agents.

Schedule Your DEMO

Working with some of the most successful Broker Dealers in the industry has given us an inside look at exactly what works to maximize marketing ROI and drive results for your advisors.

Schedule your demo today to see exactly how Snappy Kraken is helping advisors grow.

What to expect:

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We’ll schedule a 30-minute discovery call to understand your business needs and show you how Snappy Kraken works.

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We'll identify and share the top 2-3 opportunities to increase impact, growth, and ROI for your advisors.

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Lastly, if it’s a good fit, we’ll show you how Snappy Kraken's marketing tools can help you hit your ROI goals.


Snappy Kraken has provided great value by supplying timely content during tumultuous times that demanded over the top communication with my clients and centers of influence. Snappy Kraken not only provides great content that is customizable, but there is a plan to guide readers to an opportunity to take action to get the help they need. The Success Team at Snappy Kraken has been very pleasant and accessible during the learning curve and implementation steps. They are great folks to work with, and you can see they care about your success.

- Cleve Gantt, CFP
Founder & CEO, Certified Financial Planner, Gantt Financial Advisors