Your marketing is done before the markets open.
Next: Win clients.
Custom marketing automation for financial advisors
Advertising from $500/mo
- INVESTABLY
Capital Turbine is the all-in-one marketing platform for advisors who know they aren’t interchangeable. Elevate your brand and win the right clients with marketing that can’t be copied.
Marketing Automation
Personalized content in your voice, for your clients and prospects.
- Campaigns: breaking news to birthday greetings.
- Channels: email and organic social campaigns.
- Copy: matched to your voice and client profile.
- Design: beautiful, on-brand, generated instantly.
- Dashboards: detailed performance insights.
- Delivery: runs automatically on your schedule.
“Working with Capital Turbine was by far the best experience I’ve had with any tech provider. The websites look incredible and the marketing platform actually does what it promises. We landed a new lead within days of going live. The team is responsive, sharp, and made the whole thing effortless.”
Advisor marketing is broken. Don’t worry. We’re on it.
When advisors grade their marketing software, the most used tools come back with 6’s and 7’s — yikes.
Advisors deserve marketing they love.Not C quality. Not D quality.
Advisor Satisfaction (out of 10)
- FMG Suite6.5
- Levitate6.6
- AdvisorStream7.0
- Snappy Kraken7.4
Advisor-reported satisfaction ratings (0–10) for each named platform, from The Kitces Report, Vol. 1 (2025), Figure 5.74 — an independent study of advisor technology not affiliated with Capital Turbine. Ratings reflect each platform’s own users.
Rapid time to value.All-in-one personalized marketing.
“After using both FMG Suite and Snappy Kraken, Capital Turbine has been a significant step up for us. Our new website finally feels premium and true to our brand. The marketing automation suite is incredibly user friendly. We were seeing new opportunities come across our desks within a few weeks of launching.”
Capital Turbine is proud to feature this unpaid, nonincentivized testimonial from a customer who is also a family member of our founder. The customer pays standard rates. Individual results can vary.
69% of articles and resources on advisor websites appear on a competing firm's site.*
*Based on the results of Capital Turbine's State of Advisor Marketing 2026 study, which identified 4,705 live advisor websites built on FMG Suite and Snappy Kraken and analyzed their home pages along with the articles they publish. An item was counted as a copy only when its text was identical across two or more different domains.
Advisor Marketing Report Card
Find out if prospects can tell you apart from 4,705 other advisors. Graded on originality, focus, and performance.
Unique websites that make you memorable.
Capital Turbine websites integrate fully with our marketing automation platform.
- Compliance-ready
- Built-in SEO/AEO
- Native lead capture
This site, by Capital Turbine
Performance scores measured by Google PageSpeed Insights
Compliance has questions.Here’s what to tell them.
Drafted for your firm
Content is written from your firm and advisors' profiles, and mapped to your client personas.
Screened programmatically
Every draft is checked against FINRA 2210 and SEC Marketing Rule standards before you see it.
Your sign-off
Routed to your compliance team for approval. Four compliance modes let you choose how. Final say always stays with your firm.
Published & archived
Delivered on schedule and archived with a full audit trail to support your firm's record-keeping requirements.
Built for every regulatory setup: solo RIAs to broker-dealer-affiliated firms.
Direct integrations to your compliance systems are available on request.
Questions? compliance@capitalturbine.com
