Lead gen without proven, long-term nurture sequences misses out on 70% (or more) in potential ROI. Snappy Kraken’s done-for-you content and automation makes it easy for your agents to nurture leads, convert prospects, and earn more revenue from their marketing.

The Only Marketing System For RIAs That’s Proven To Drive Results

Some Of The 200+ Enterprises We Work With…


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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

Lead gen without long-term follow up is a waste of marketing dollars. We’ve helped thousands of advisors book appointments and win clients from their existing lists.

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

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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.


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.


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.


Working with Snappy Kraken has been invaluable for our advisors, and the enterprise relationship is icing on the cake. We’re able to offer the program to our advisors at half the price than if they were to go direct which makes us look like the hero as well. My favorite part is that they truly are partners - they are invested in our advisors just as much as we are, and it shows. It’s a no-brainer for anyone looking to partner on the enterprise level with Snappy Kraken.

- Justin Woodbury
CMO , Tucker Advisors

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.


Working with some of the most successful RIAs 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.

Jack Martin - Circle Testimonial

We’ve worked with the Snappy Kraken team for over 4 years now. And they have proven themselves to be great partners. Over that time, they have moved decisively to ensure that advisors received top tier content, technology and support. The results speak for themselves. Their team has consistently gone the extra mile to support our enterprise investment in meaningful ways like the Jolt Conference, special exclusive advisor events and much more. Any group looking to take their advisor’s marketing into the 21st century needs a partnership with Snappy Kraken.

- Jack Martin
CMO, Insurmark