Achieve 7x faster organic growth than the industry average by partnering with us! Over 7,000 financial advisors and 200 leading financial enterprises use Snappy Kraken to: 💥 Build, launch, & measure marketing programs 💥 Enhance recruiting and retention 💥 Surface actionable data 💥 Stay compliant 💥 Drive growth Snappy Kraken is the Most Innovative Marketing Platform for Advisors (Financial Planning Magazine, 2024) and the Most Integrated Marketing Platform overall…
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Delivering award-winning AI marketing for advisors—automated campaigns, original content, and measurable growth.
Full company description
Achieve 7x faster organic growth than the industry average by partnering with us!
Over 7,000 financial advisors and 200 leading financial enterprises use Snappy Kraken to:
💥 Build, launch, & measure marketing programs
💥 Enhance recruiting and retention
💥 Surface actionable data
💥 Stay compliant
💥 Drive growth
Snappy Kraken is the Most Innovative Marketing Platform for Advisors (Financial Planning Magazine, 2024) and the Most Integrated Marketing Platform overall (Kitces.com, 2024).
We drive growth by helping advisors implement a proven strategy to:
1) Get Noticed (Brand Building, Website, Social Media)
2) Grow Audience (Lead Generation, Opt-In Tactics)
3) Start Conversations (Lead Nurturing by Email and Text Messages)
4) Win Clients (Sales Enablement, Lead Enrichment, Lead Scoring)
5) Create Lifelong Fans (Client Communications and Onboarding)
6) Generate Referrals (Referral Campaigns and Event Automation)
All content, campaigns, automation, and fulfillment can be customized by firms and enterprises with more than 10 advisors.
“I can honestly say Snappy Kraken is the easiest and most impactful system I’ve used in my over 25 years in the industry.”
- Mark Silverman, CFP®
Let's talk about how we can help you accelerate your organic growth rate! Initial consulting is free.
LinkedIn followers
6,100
People associated on LinkedIn
93
Reported office locations
1452 North U.S. Hwy 1, Suite 113, Ormond Beach, Florida 32174, US
Business categories
Artificial Intelligence (AI)
Marketing
SaaS
Software
Advertising & Public Relations
Media and communication
Other recorded names
Snappy Kraken
Specialties
Automated Marketing for Financial Advisors
Automated Business Processes
Prebuilt Marketing Campaigns
Websites
SEO
Data/Analytics
AI
and Sales Enablement
Profile identifies a recruitment agency
No
Reported total investment
9,500,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Industry
Marketing Services
Size
51-200 employees
Headquarters
Ormond Beach, Florida
Organization type
Privately Held
Year founded
2016
Specialties
Automated Marketing for Financial AdvisorsAutomated Business ProcessesPrebuilt Marketing CampaignsWebsitesSEOData/AnalyticsAIand Sales Enablement
Snappy Kraken has 1 open jobs in Canada as of November 6, 2026.
2+ YOECandidates need 2 to 4 years of customer success experience and SaaS experience, with financial or marketing tech SaaS a plus. Strong communication, organization, presentation skills and comfort with new tools are also required.