Gainfully
A social media for advisors that helps financial professionals generate new business and connect with their clients better.
| Date | Investors | Amount | Round |
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| - | investor | €0.0 | round |
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| Total Funding | 000k | ||
Founded in 2015 by Cameron Nordholm, Gainfully operates as a software-as-a-service platform tailored for the financial services industry. The company, formerly known as AdvisorDeck, developed an online marketing platform to provide financial professionals with branded content and compliant campaigns. Its primary function is to serve as a content distribution engine, connecting asset managers, insurance carriers, and broker-dealers with retail-facing financial advisors and insurance agents.
The business model centers on enabling compliant content sharing and sales enablement for companies that depend on agents and advisors for growth. The platform's technology facilitates the distribution of marketing materials, allowing financial firms to segment their audience and deliver relevant content to the appropriate broker-dealer, advisor, or agent. This approach helps professionals engage with clients through various digital channels, including social media and email, in a manner that adheres to SEC and FINRA regulations. Clients such as MassMutual, BlackRock, and North American Company have utilized the platform to empower their advisors and wholesalers with trackable, value-added resources.
Gainfully's platform is engineered to address communication gaps between financial advisors and their clients, providing tools and ready-to-use content to foster relationships and drive growth. It offers features like personalized email campaigns and automated drip campaigns to nurture leads and maintain consistent client contact. The company has secured a total of $10.6 million in funding over several rounds, with a notable Series A round of $5.5 million in July 2019 led by IA Capital Group. In October 2021, Gainfully was acquired by WhiteGlove Health, and by 2022, it was acquired by AcquireUp, which now operates the platform.
Keywords: financial advisor marketing, sales enablement, compliant content, fintech marketing, content distribution, insurance agent tools, asset management marketing, broker-dealer support, client engagement platform, financial services software, digital marketing for advisors, SEC compliant marketing, FINRA compliant communications, email marketing for finance, lead nurturing for advisors, advisor technology, wealth management marketing, insurance marketing platform, B2B financial services, marketing automation