The growth engine for wealth managers
Your advice is personal.
Your marketing should be too.
Asset Engine's marketing platform for financial advisors provides true content automation, custom sites, and managed advertising under one roof — at a fair price.
The Problem
Advisor marketing
is broken
You know it. Your colleagues know it. Your clients know it.
Your clients trust you with their life savings.
Your marketing should reflect that.
70% of independent advisors use the same platform.
It scores 6.5 out of 10.
"However, 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"
"the results show that industry leader [REDACTED] actually scores lowest of the group (at a 6.5 rating)."
Market Leader Customer Ratings
3.5/5 (21)
The Solution
One engine to scale AUM.
Marketing, websites, and advertising solutions from a team that understands how advisory firms actually grow.
Marketing
Hands-free content creation and distribution. Original, compliant, personalized to your practice.
Learn moreWebsites
Custom sites and landing pages built to convert — not picked from a template library.
Learn moreAdvertising
Hyper-targeted campaigns across programmatic, search, and social that drive real client acquisition.
Learn moreOur Work
Custom-built sites at generic-site prices.
Every project is built from scratch to match your practice, clients, and voice.
- CRM and form integrations included
- Built-in SEO and automated blog
- Compliance archiving standard
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 professional marketers
Asset Engine was founded by operators who've spent their careers building marketing and advertising technology, with experience servicing over $500M in annual ad spend.
FAQ
Common questions about Asset Engine.
What is Asset Engine?
Asset Engine 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 Asset Engine for?
Independent financial advisors, RIAs, and small wealth management firms who want marketing that reflects their practice rather than a shared template.
How is Asset Engine 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 Asset Engine 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 $99/mo, custom websites at $79/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.
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