Capital infusion validates early success, adds capacity, fuels innovation

Study of first half 2020 shows major shifts in client communications and marketing strategy

Judges Acknowledge Leading MarTech Firm Third Consecutive Year as Marty Bicknell of Mariner Wealth Advisors praises Snappy Kraken Approach

Changing dynamics within the RIA M&A landscape revealed, misconceptions of deal mechanics debunked

Three new board members will bring high-level business experience and fresh perspectives to award-winning marketing solution for financial advisory firms.

Seed Funding Round Secured From Original ScratchWorks 2018 Investors