See Demo
See Demo

What's Kraken?

Press + Media + Facts

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

Email Tops Social Media in Financial Advisor Digital Marketing Success

"Snappy Kraken analyzed 9.3 million data points from marketing campaigns launched on its platform to reach this conclusion for its State of Digital Marketing: Financial Adviser Online Marketing Report and Benchmarking Study, released earlier this month. That’s 2.5 million emails, 14,299 digital campaigns, 808,561 contacts and 322,600 website pageviews."

January 30, 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:

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

Snappy Kraken Named 2019 Industry Awards Winner

A judging panel of industry luminaries selected Snappy Kraken as the winner in the category of "Social Media Leadership" (Technology Providers) for their dedication to developing visually stunning content, affordable digital marketing campaigns and professional video production services for financial advisors.

September 18, 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

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

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 Worst Kind of Financial Advisor Marketing

In the context of financial advisor marketing, how many times have you been told that “content is king”? I often hear this from marketers and consultants who want advisors to purchase their content. But is it true? Is content really king?

October 30, 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

Press Kit

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