Asset Manager

Updated:

Snappy Kraken

Snappy Kraken provides an AI-powered marketing platform for financial advisors, with 7,000+ users and automation for compliance, content, and growth.

Snappy Kraken

Snappy Kraken is a marketing technology firm headquartered in Ormond Beach, Florida. Its platform targets financial advisors and enterprise firms, offering AI-driven automation for email, social media, and texting campaigns, along with personalized websites and built-in compliance reviews. The company does not publicly disclose its founding year or ownership structure. The platform's core capabilities include AI-powered content generation, client engagement tools, marketing insights, and custom campaign creation. Snappy Kraken claims its advisors grow 7x faster than industry averages, citing comparisons with data from Fidelity, Cerulli, and Kitces. Named clients include Mariner Wealth Advisors and Advisors Excel. The company reports over 200 million emails delivered and analyzed, and says 31% of advisor revenue growth is attributable to its system. Snappy Kraken offers Freedom360, a fully managed marketing service, and supports both solo advisors and large firms. It maintains SOC 2 Type 2 security certification. The platform is designed for RIAs, broker-dealers, and IMOs, with mass-publishing capabilities for up to 5,000 advisors. A structural differentiator is Snappy Kraken's explicit focus on financial services compliance — its built-in approval workflows enforce FINRA and SEC standards, a feature not typical of general marketing automation platforms. This positions Snappy Kraken as a vertical-specific alternative to broader marketing tools like HubSpot.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

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

Enterprise SoftwareFinTechAI/ML

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.

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