About
Why Capital Turbine exists.
2.2x
Advisors with a niche grow their client base at more than double the rate of generalists.
Kitces Research
168%
Advisors with a defined marketing strategy generate 168% more leads than those without one.
Broadridge
38%
The percentage of advisors who say their website generates zero leads.
Broadridge
It's getting harder to stand out as a financial advisor. There are more firms, more noise, and more competition for the same clients. Simply having a website and sending a monthly newsletter isn't enough anymore. Your prospects are evaluating you before you ever know they exist — through search results, AI answers, social media, and the impression your digital presence makes in the first five seconds.
The old approach to advisor marketing wasn't built for this world. Template content that thousands of other advisors are sending. Websites that look identical to your competitor down the street. Platforms that check the "marketing" box without driving actual results. It explains why the marketing leaders in this space carry D and C-level customer satisfaction scores.
Just doing marketing is no longer a differentiator.
To grow today, your marketing needs to be personal, focused, and data-driven. It needs to reflect your voice, reach your specific audience, and give you clear signal on what's working. That requires the right convergence of technology and expertise — and that's exactly what Capital Turbine was built to deliver.
One Platform
Tim Fagan
Founder
The Founder
Built by someone who understands both worlds.
Tim Fagan comes from a family of wealth management entrepreneurs. With successful independent financial advisors on both sides of his family, he grew up immersed in the business — learning how practices are built, how clients are won, and how poorly the industry is served by its marketing tools.
Before founding Capital Turbine, Tim spent nine years in advertising technology, leading revenue strategy and operations at multiple firms generating over $500M in combined annual revenue. He's built forecasting systems, sales organizations, and operational infrastructure across the ad tech stack — from ad networks to DSPs to performance agencies.
That combination — deep roots in wealth management and deep expertise in advertising technology — is what makes Capital Turbine different. The big marketing platforms are built by SaaS generalists. Capital Turbine is built by someone who understands both worlds.
Principles
What we believe.
Quality
Every piece of content, every page, every campaign is made to a standard you'd put your name on.
Simplicity
One partner, not six vendors. We handle the complexity so you don't have to.
Compliance
Approval routing and WORM-compliant archiving built into every workflow. Not bolted on after the fact.
See what professional
marketing looks like.
In a short conversation we'll explore together whether we can help. No pitch. No pressure.
Start the Conversation