FMG Suite | Marketing & Websites for Financial Advisors

Matt Newman has over 30 years of global experience growing and transforming services and fintech businesses, with leadership roles in sales, customer success, product, and engineering
San Diego, CA, February 10, 2026 – FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced the appointment of Matt Newman as Chief Revenue Officer. Newman will lead Sales, Customer Success...

Expanded Platform Will Empower Advisors to Drive Organic Growth with Compliant Testimonials and Answer Engine Optimization
San Diego, CA, February 3, 2026 – FMG, the leading all-in-one marketing platform for wealth management enterprises, financial advisors and insurance professionals, today announced it has acquired Testimonial iQ, an online reputation management platform...

Dave Christensen appointed Chief Executive Officer
Michelle Feinstein joins as Chief Product and Strategy Officer and Mo Ayadi joins as Chief Information Officer
Appointments reflect FMG’s commitment to advancing its leading position supporting advisors and marketing teams across wealth and insurance...

San Diego, CA, September 4, 2025 – FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”) in the following three Technology Provider categories:
Chief Marketing Officer of the Year
Susan Theder: She leads all aspects of FMG’s marketing, branding, and customer experience, empowering advisors with innovative, time-saving marketing solutions....