Monday, November 2, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Brighton Jones: Keeping It Personal For the Long RunIN High-net-worth clients want more than portfolios, AssetMark study confirmsWM Views from 6,230: Why The Fed Is Wrong on StocksWSR AssetMark Research Finds Gaps In Private Wealth ServicesIN Small 401(k) balances erode after job changes, new research showsWM AssetMark Launches Private Wealth Program for AdvisorsKC Will Advisors End Up Paying The Cost Of Orion’s New Vendor-Level Integration Fees? (And More Of The Latest In Financial #AdvisorTech – November 2026)IN IPO lockup expirations put concentrated stock risk on advisors’ desksIN FINRA and SIFMA Foundation tackle youth investing knowledge gapWSR Exclusive Interview: Cambridge CEO Amy Webber: “We Aren’t Selling To LPL, Or Any Other Firm”

Snappy Kraken

Marketing automation platform for financial advisors, with websites and texting.

Content and social

snappykraken.com

Snappy Kraken sells marketing automation for email, social and text campaigns, personalized advisor websites, a texting app and a managed marketing service. The company says its platform includes approval workflows aimed at SEC and FINRA rules.

Its founders are named in one profile as Robert Sofia, Bradley Deloatche and Angel Gonzalez, and the firm raised a $6 million Series A in 2021.

What it does

  • Marketing automation
  • Advisor websites
  • Text messaging
  • Done-for-you marketing
  • Approval workflows

Coverage

No stories on Snappy Kraken in our recent coverage yet. Follow it and we’ll email you when one runs.

Others in Marketing

All Marketing vendors