What's Kraken?

Press + Media + Facts

Behavior Gap Audience Builder Blog Header Image

Snappy Kraken, Carl Richards Launch Email-Based Course

“When prospects start engaging with an advisor online for the first time, it can be challenging to open the door for a meaningful and enriching initial conversation,” explained Robert Sofia, chief executive officer of Snappy Kraken. “Through this email series, advisors will automatically engage prospects to think more about their relationship with money, and will motivate them to reach out to the advisor to talk.”

January 9th, 2024
Snappy Kraken Logo

Snappy Kraken Unveils Redefined Product Offering - Enriching Three Key Areas of Financial Advisors’ Marketing

“Our goal is to reduce the amount of time financial advisors have to spend on marketing, while simultaneously helping them forge meaningful connections with their clients and ideal prospects,” said Robert Sofia, Chief Executive Officer of Snappy Kraken. “Snappy Kraken’s comprehensive, research-based campaigns are industry outliers in that they deliver verifiable results. We're proud to continue levelling up our end-to-end digital marketing strategies and delivering tangible value-add for the advisors we serve."

May 2nd, 2023
Morningstar Waitlist Page

Snappy Kraken Announces Collaboration with Morningstar Wealth to Elevate Advisor-Client Interactions

“Morningstar Wealth has established a reputation for producing quality editorial content that empowers investor success,” said Angel Gonzalez, Chief Marketing Officer at Snappy Kraken. “As Snappy Kraken works to foster meaningful connections between advisors and their clients, we welcome the opportunity to incorporate Morningstar Wealth’s trusted, relevant content into our campaigns. We are confident this will provide immediate value-add for advisors.”

April 18th, 2023
Freedom360 Promo Image

Snappy Kraken Launches Freedom360, Premium, Done-For-You Marketing Solution for Financial Advisors

“Advisors are pulled in so many directions, particularly during this volatile market and upcoming recession,” Sofia said. “With Freedom360’s complete marketing system, advisors can tap into our expertise to improve their marketing efforts and better engage clients and prospects. At Snappy Kraken, we want to give advisors back the freedom to spend their time on their clients, families, and hobbies instead of on their marketing.”

March 28th, 2023
2023 Jolt Conference Logo

Snappy Kraken's Jolt! Conference Returns to Reinvigorate Financial Advisor Marketing

“We started Jolt! to deliver proven, actionable insights and inspiration to help advisors compete at a higher level and grow more effectively,” said Robert Sofia, CEO of Snappy Kraken. “This year’s event promises to be even better than the last—with world-class insights, a collaborative environment, and a whole lot of fun to be had. For advisors who are looking to level up their marketing efforts and accelerate growth, Jolt! is the place to be.” 

March 14th, 2023

Snappy Kraken Wins Fourth Consecutive Martech Breakthrough Award

“It’s amazing to be recognized for a fourth year by the magnificent MarTech Breakthrough. Too many other providers in our space fall into the trap of touting their features - but relatively few talk about the frameworks and philosophies that make those features relevant in the first place,” said Robert Sofia, CEO of Snappy Kraken. 

August 11th, 2022

The 2022 Jolt! Award Winners

 The Jolt! Award is an annual honor that recognizes the best marketing campaigns, branding, or other PR initiatives in the financial advisor or advisor-tech space. These are the campaigns that are fresh, unique, effective, and genuinely jolting.

May, 2022

Snappy Kraken Acquires Advisor Websites

“Advisors know that having a website is necessary, but very few actually benefit from what a great website can do. This is because most advisor websites are bland, undifferentiated, and disconnected from a holistic marketing strategy,” Snappy Kraken’s Chief Executive Officer Robert Sofia said. "It's time for advisors to stop viewing their website as a mere table stakes requirement and to start viewing it as the business growth engine it has the potential to become."

May 3rd, 2022
Blend Out Book Image

New Media Marketing CEO Applies Big Brand Strategies

"With Blend Out, Robert Sofia offers the financial advisory industry a different take. Sofia’s marketing strategies are designed to disrupt the status quo and help leaders get noticed. Using real-world examples from some of the world’s most popular companies, Sofia illustrates how even the smallest business can benefit from marketing."

September 14, 2021
Jolt Unfurl Image

Snappy Kraken to Host Jolt! Conference for Financial Advisors at the Aria Resort in Las Vegas

***Jolt! Conference has been moved to May 4-6, 2022*** "Since the founding of Snappy Kraken, we've had plans to bring about a conference that revolves around advisor marketing. It's great to see this come to life! Our team is working hard to make this the no-fluff, actionable conference for financial services companies that want to get serious about marketing and the results they get."

June 1, 2021
money grow idea innovation

Snappy Kraken raises $6 million

"Snappy Kraken, an Ormond Beach, Florida-based provider of digital marketing and client retention tools for financial advisers, has closed on $6 million in Series A financing... The new capital will be used to open new marketing channels, add features, and integrate with other tools used by advisers."

April 13, 2021
SK Best Places To Work

Best Fintechs to Work For 2021

“To borrow an old quote from a French writer: ‘If you want to build a ship, don’t herd people together to collect wood and don’t assign them tasks and work, but rather teach them to long for the endless immensity of the sea.’ To me, this expresses the very essence of leadership,” said Robert Sofia, CEO of Snappy Kraken.

March 31, 2021
Automation is easiest way to wow clients

Automation is easiest way to wow clients

"Beyond the new client welcome sequence, there are many other automations that can help you scale a world class experience: Client anniversaries. Acts of kindness. Milestones. Births. Graduations. Retirements. Required minimum distributions. Reviews. It may take a little time to set these up in the beginning, but the long-term time savings grow exponentially. Great service doesn’t happen by accident. It is built with care and clients in mind, and it is maintained through the power of automation."

March 19, 2021

Lessons in Marketing Magic

"A process was in motion, beginning with me strolling by the shop and ending with me spending an embarrassing amount of money (I’ll tell you how much later, so you don’t judge me too harshly). It was a perfect example of the “AIDA” model in sales."

March 9, 2021
New Rules

Snappy Kraken to Host Webinar on What RIAs Need to Know About the New SEC Marketing Rules

"Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, recently announced that they will be hosting a live webinar covering what RIAs need to know about the new SEC marketing rules. During the live webcast, which will be held on Friday, January 15th at 4pm ET and is open for registration now, two respected compliance experts will clarify what financial advisors can and can’t do under the new rules."

January 7, 2021
Impact Comm

Conversations That Matter Survey Reveals Stories and Insights from 342 Financial Advisors: Download Available Now

"In the early days of the pandemic, Snappy Kraken’s “Gratitude and Empathy in Uncertain Times” communication proved invaluable for advisers who reached out to address client concerns during such volatile times. It made a difference, too. About half of the advisers surveyed for the "Conversations that Matter" project said they had used this type of "I Care" communication, and nearly 1 in 5 said it earned them the greatest engagement/response.”

December 21, 2020
90 Marketing Accelerator Social

Snappy Kraken Launches 'Marketing Accelerator' for Financial Professionals

"Each week, participants will get the guidance they need to add one more building block to their digital marketing foundation. Snappy Kraken is running this for advisers or whoever is in charge of the firm's marketing. "This is great for advisers or staff who are just starting out, and even for experienced advisers and team members who want to standardize an easy and repeatable marketing strategy," said Angel Gonzalez, Chief Marketing Officer and co-founder of Snappy Kraken."

November 19, 2020

Advisors Seek Venture-Investing Gold in Fintech

"In the case of Snappy Kraken—backed by Bicknell, Nathanson and others—the benefit was not just cash and credibility, but also help with strategic decision making and connections to potential clients. “They have immediate access to all the major custodians, asset management companies, portfolio management companies, reporting firms, that are all potential sources of business for us,” says Robert Sofia, Snappy Kraken’s CEO. “The introductions become very valuable.”"

November 2, 2020

How These Fintech Companies Have Become Indispensable

"In April, Snappy Kraken partnered with Hightower, a national wealth management firm, to launch a digital marketing platform. It produces custom content for advisors to reach clients and prospects. Hightower advisors can harness the new tech to generate leads, cultivate prospects, solidify their bond with existing clients and get more referrals."

May 26, 2020

Snappy Kraken Responds To Covid-19 With Price And Service Adjustments

"Effective immediately, the firm is waiving all setup fees for online advertising, whether subscribers are established clients or new to the service. The company is also offering the lowest price available to every member, and subscribers facing financial hardship will be eligible for a reduced rate upon request. Until further notice, Snappy Kraken will not be increasing its prices either."

May 1, 2020
CEO Roundtable 2.0: Strategies for Remote Work

CEO Roundtable 2.0: Strategies for Remote Work

"Advisors must rethink this part of their sales strategy and come up with new ideas for selling remotely, Sofia warned. How can they deliver a similarly powerful sales pitch and impress their prospects that they are both qualified and trustworthy on a Zoom call? Snappy Kraken has always been a virtual company with no offices at all, so Sofia knows a thing or two about selling remotely."

April 24, 2020

Hightower Launches Marketing Platform for Advisors

"The platform, designed in partnership with marketing technology firm Snappy Kraken, gives Hightower advisors the ability to 'leverage custom content for client communication, digital marketing and lead generation, allowing busy advisors to focus on what they do best — serving their clients,' Hightower said."

April 22, 2020

How advisor fintechs are adapting to the coronavirus crisis

"Robert Sofia, CEO of digital marketing firm Snappy Kraken, says it’s the responsibility of each vendor to prove its value and get advisors to stick around through eventual price increases. That’s why beyond pricing cuts, Snappy Kraken is introducing new services designed to help advisors through the crisis."

April 9, 2020
Business Woman Videoconferen Computer MI

How Advisors Can Unlock Competitive Advantages While Stuck at Home

"For one thing, “video cannot be overstated” because it is an absolutely “invaluable” tool for advisors, especially now, Robert Sofia, CEO of Snappy Kraken, said Thursday during the webinar “CEO Roundtable: Leading Through Change,” which included CEOs from five fintech companies and Lori Hardwick, chair of Riskalyze."

April 8, 2020

Financial Planning’s 2020 list of the Best Fintechs to Work For

"#3 Snappy Kraken. Career development/training program: Employees receive an annual $1,000 education allowance to take classes, learn something new, follow a personal passion or further a skill. Employee recognition/appreciation program: The company keeps "dreamboards" — vision boards that visually capture each teammate's personal aspirations. Each year, the company commits to financially supporting an employee's dream."

March 27, 2020

Snappy Kraken Steals Market Share From Digital Content Marketing Competitors

"Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has been outpacing competitors both in percentage growth and customer satisfaction, according to the 2020 T3/Inside Information Advisor Software Survey published by financial services thought leaders Joel Bruckenstein and Bob Veres and co-sponsored by Morningstar."

March 5, 2020

A Trail of Broken Funnels

"Snappy Kraken...might be a better solution because they don’t just generate a list of prospect names but basically do much of the marketing on behalf of the advisors themselves... 'Advisors really need help with the whole process from end to end. It’s less marketing technology and more marketing outsourcing to a provider that happens to use their own good technology to execute the process.'”

February 6, 2020

'Stop Calling Content Marketing'

“Make everything about the client, and you'll get far better results,” [Robert Sofia] said. “Reflect the feelings that clients want to have about themselves.” Check out the full article from WealthManagement here: https://www.wealthmanagement.com/marketing/stop-calling-content-marketing

December 12, 2019

Snappy Kraken Adds Riskalyze CEO to Board

Advisor-focused marketing firm Snappy Kraken is adding three new members to its board of directors, according to an announcement. The executives added are Marty Bicknell, CEO and president of Mariner Wealth Advisors; Thad Langford, general partner at Flyover Capital; and Aaron Klein, CEO of Riskalyze.

October 28, 2019

Industry Stalwarts Join Snappy Kraken Board

Three new members with strong industry experience and accomplishments have been named to the board of directors of Snappy Kraken, a marketing technology firm that helps advisors automate their marketing and business processes.

October 28, 2019

'Shark Tank' for RIA fintech looking for new investments

In the first edition of the program, which some describe as a sort of "Shark Tank" for adviser fintech, the group backed white-label digital adviser InvestmentPOD and marketing automation firm Snappy Kraken. In August, ScratchWorks made an additional $3.5 million investment in Snappy Kraken.

September 4, 2019

Snappy Kraken Success Attracts Additional Investment

The ScratchWorks investors' continued interest resulted in a subsequent $3.5 million seed round investment... "We're thrilled to support the Snappy Kraken team with our continued investment in their business," said Marty Bicknell, CEO and president of Mariner Wealth Advisors.

August 13, 2019
JFP Logo FPA Black FNL

The Truth about Digital Marketing

Let’s assume you have great content. You use it on your website and subscribe to a marketing service that automatically shares it via email and social media. In spite of that, your audience isn’t growing, but you feel obligated to continue because you know you need an online presence.

Digital Marketing: Getting Noticed

Digital Marketing: Getting Noticed

Too afraid to standout in the digital marketing world? Robert Sofia, Founder and CEO of Snappy Kraken, sits down to discuss the biggest mistakes advisors make, how advisors can step out of their comfort zone and building an audience.

December 12, 2018

How advisors can up their digital game

When it comes to generating leads for prospects, old-fashioned referrals and seminars just won’t cut it anymore. “People are searching for advisors online and advisors have to get out of their comfort zone,” said Robert Sofia, CEO of digital marketing firm Snappy Kraken.

December 4, 2018

The Biggest Lie Advisor Marketing Companies Sell

For a minute, put yourself in the place of a prospect. Imagine that you’re a 45-year-old executive with a bulging 401(k). You’ve managed to squirrel away seven figures for retirement, and you know you should hire a financial advisor but haven’t gotten around to it.

October 30, 2018

The latest in financial adviser #FinTech

Welcome to the March 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!

March 8, 2018

The latest in financial adviser #FinTech

Welcome to the November 2017 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!

November 9, 2017

New Media Marketing CEO Applies Big Brand Strategies

"With Blend Out, Robert Sofia offers the financial advisory industry a different take. Sofia’s marketing strategies are designed to disrupt the status quo and help leaders get noticed. Using real-world examples from some of the world’s most popular companies, Sofia illustrates how even the smallest business can benefit from marketing."

September 14, 2021

New Media Marketing CEO Applies Big Brand Strategies

"With Blend Out, Robert Sofia offers the financial advisory industry a different take. Sofia’s marketing strategies are designed to disrupt the status quo and help leaders get noticed. Using real-world examples from some of the world’s most popular companies, Sofia illustrates how even the smallest business can benefit from marketing."

September 14, 2021

Press Kit

Use these for press stories. You can get our complete brand assets by visiting style.snappykraken.com