All-in-one marketing automation for wealth managers
Your advice is personal.
Your marketing should be too.
True content automation, premium websites, and managed advertising — all under one roof. The ultimate growth engine for financial advisors.
Inbox
Jonathan O'Connell
Managing Partner, Cortlandt Associates
Summer operational reviews have a way of surfacing the same three questions for business owners. …more
The Problem
Advisor marketing is broken
"Advisors remain unimpressed with current offerings"
"Satisfaction with most available tools remains quite low … averaging a mere 6.8 out of 10 … signaling that advisors don't just expect to buy digital marketing tools, they expect digital marketing solutions to actually generate real growth results"
"[leading advisor marketing platforms] are widely seen as cookie-cutter, inflexible, and overly templated, leading to a more generic and less engaging web presence for advisors"
"advisors seem to be struggling to achieve marketing results, and the higher cost of 'done for you' service layers is only slightly ameliorating the challenge"
Sold one thing. Delivered another.
Capital Turbine was built to deliver
what advisors actually want.
How it works
One engine to scale your firm's AUM.
Step 01
Connect your firm
Your branding kit, created automatically
Step 01
Connect your firm
Your branding kit, created automatically
Capital Turbine analyzes your firm and extracts your offering, services, and audience. It also pulls your branding style, color scheme, and logo. You simply review and approve.
Advisor websites
Unique websites that make you memorable.
Capital Turbine websites integrate fully with our marketing automation platform.
Works with your existing stack
Capital Turbine works seamlessly with the tools you already rely on.
Why Us
Deep expertise, customer-first principles.
Purpose-built platform
A marketing engine designed from the ground up for what wealth managers need: results, simplicity, compliance.
Technology at the core
AI-powered content generation, programmatic advertising, and conversion-optimized web — built on real infrastructure, not plugins.
Compliance-first
One-click approval routing and WORM-compliant archiving in every workflow. Not an afterthought.
Built by ad tech veterans
Capital Turbine was founded by operators who've spent their careers building marketing and advertising technology, with experience leading revenue operations at firms generating over $500M in annual ad spend.
Stay in the loop
Original research and practical marketing playbooks for independent advisors.
See what professional
marketing looks like.
In a short conversation we'll explore together whether we can help. No pitch. No pressure.
Start the ConversationFAQ
Common questions about Capital Turbine.
What is Capital Turbine?
Capital Turbine is a marketing platform built for independent financial advisors. It combines custom-designed websites, original content, lifecycle marketing automation, and managed digital advertising in one compliance-ready platform.
Who is Capital Turbine for?
Independent financial advisors, RIAs, and small wealth management firms who want marketing that reflects their practice rather than a shared template.
How is Capital Turbine different from FMG Suite or Snappy Kraken?
Custom websites instead of shared templates, original content written for your practice instead of a library shared across thousands of advisors, and managed digital advertising natively included — something neither FMG nor Snappy Kraken offers at any price.
Does Capital Turbine support SEC and FINRA compliance?
Yes. All content routes through built-in approval workflows before publication, and we support WORM-compliant archiving for SEC Rule 17a-4 audit requirements.
How does pricing work?
Marketing plans start at $149/mo, custom websites at $99/mo, and managed advertising at $500/mo. Pricing is transparent and published — see the pricing page for the full breakdown.
How long does it take to go live?
Most advisors are live within days to weeks, depending on the scope of the website build and content setup.