FMG

Founded in San Diego, CA in 2011, we provide a digital marketing and compliant texting solution for financial advisors, insurance agents, financial professionals, RIAs, and large enterprises. We offer websites, multimedia content, automated marketing, social media management, mobile apps, email marketing, video newsletters, and inbound marketing tools. We currently serve over 40,000 advisors and insurance agents, delivering over 25 million emails and adding more than 200 new content pieces each month. Our platform’s content is designed to be editable, allowing users to customize messages.

Over the years, we’ve expanded our offerings through acquisitions, including Faulkner Media Group (2010), Versimark (2011), Advisors Assistant (2016), Advisor Launchpad (2016), Agency Revolution (2017), Platinum Advisor Strategies (2018), MarketingPro (2018), Twenty Over Ten (2020), Vestorly (2022), Forge3 (2022), and MyRepChat (2023).

We provide secure products that support compliance and build trust. We’ve been voted #1 in customer satisfaction for three consecutive years in the T3/Inside Information survey.

Our mission is to make it easy for financial professionals to market authentically and effectively across various channels, including websites, social media, email, print, and mobile. We believe in creating opportunities that contribute to a better world by promoting equity and fighting bias in our operations, from hiring to workplace culture and client tools.

Our core values include inspiring each other, a passion for progress, and the ability to laugh at ourselves. We also value collaboration and listening. Our success is built on innovation and a culture that provides a platform for everyone, valuing diverse thinking and ensuring all individuals feel respected and heard.

We have a team of 201-500 employees, including experts from finance, law, compliance, graphic design, and web development. We describe our team as hardworking and fun-loving.

Our work culture emphasizes collaboration, inclusion, and employee development. We aim to be a community that supports, celebrates, and guides our clients. We strive to create an environment where employees feel connected, valued, and heard. We foster a fast-paced and growth-focused setting. We’ve been recognized as a Women-Friendly Workplace, DEI-Focused Workplace, and Top Workplace in San Diego, and have also received a USA Today Top Workplaces award.

We offer a comprehensive benefits package that includes:

• Medical insurance, with a $0 co-pay Telehealth plan
• Dental and vision insurance
• Health Savings Account (HSA) with employer contributions
• Flexible Spending Accounts (FSA)
• Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
• Company-paid Short & Long Term Disability coverage
• Company-paid Employee Assistance Program (EAP)
• Matching 401(k) with immediate full vesting
• Generous paid time off policies covering vacation, sick days, parental leave (including paid maternity and paternity leave), and bereavement leave
• Generous paid holiday schedule, including a full week off for Winter Holiday Shutdown
• On Demand Pay, allowing access to a portion of earned wages prior to payday with same-day deposit
• Internet and gym reimbursement
• Work computer equipment provided