Updated:
Snappy Kraken
A complete digital marketing system for financial advisors who care about meaningful connections, including content, automation, websites, and texting.
Snappy Kraken
A complete digital marketing system for financial advisors who care about meaningful connections, including content, automation, websites, and texting.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Ormond Beach
Corporate office
Ormond Beach, FL, United States
Principals
Marty Bicknell
CEO & President, Mariner Wealth Advisors
Jay Brost
CMO, Advisors Excel
Brian Traverso
BOLT Wealth Management
Sector focus
Frequently asked questions
Who runs investment decisions at Snappy Kraken?
Snappy Kraken does not publicly disclose its leadership team or investment committee. The company's website features testimonials from clients such as Marty Bicknell (Mariner Wealth Advisors) and Jay Brost (Advisors Excel), but no information on internal decision-makers is available.
How does Snappy Kraken source proprietary deal flow?
Snappy Kraken is a marketing technology provider, not an investment firm. It does not source deal flow or make direct investments. Its platform is used by financial advisors to generate leads and grow their practices.
Is Snappy Kraken structured as a single family office or does it operate more like a venture firm?
Snappy Kraken is neither a family office nor a venture firm. It is a private company that markets and sells a software-as-a-service platform for financial advisors.
Does Snappy Kraken participate in fund commitments or only direct deals?
Snappy Kraken does not participate in fund commitments or direct deals. It offers a marketing automation, content, and compliance platform.
What investment stages does Snappy Kraken typically target?
Snappy Kraken does not target any investment stages. It is a marketing technology company serving financial advisors.
Which sectors does Snappy Kraken explicitly avoid?
Snappy Kraken focuses exclusively on the financial services industry. It does not market its services to other sectors.
Where does the underlying wealth come from?
Snappy Kraken does not manage capital or have a disclosed wealth origin. It is a commercial software provider.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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