Your marketing is done before the markets open.
Next: Win clients.
The modern marketing foundation for independent advisors
Advertising from $500/mo
As seen in
“An independent advisor with a small budget, a smart strategy and a clear niche can now outcompete any large firm with a giant budget.”
Capital Turbine is the marketing foundation for advisors who know they aren’t interchangeable. We uncover why you’re the best choice for your ideal clients and lay the groundwork to win them.
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.
Capital Turbine is proud to feature this unpaid, nonincentivized testimonial from a customer. The customer pays standard rates. Individual results can vary.
It’s ok to have high standards.
When advisors grade their marketing software, the most used tools come back with 6’s and 7’s out of 10. In our book, that’s barely passing.
Advisor Satisfaction (out of 10)
- FMG Suite6.5
- Levitate6.6
- AdvisorStream7.0
- Snappy Kraken7.4
Capital Turbine’s benchmark, based on software people love in other industries.
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. The dashed line is Capital Turbine’s own benchmark, informed by the overall G2 ratings of widely loved software in other industries as of July 2026 (Clio 4.6/5 across 1,000+ reviews; Gong 4.7/5 across 6,600+; Superhuman 4.8/5 across 1,200+), shown on this chart’s 10-point scale.
A brand that’s unmistakably yours.Delivered faster than a template.
“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 saw 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.
Websites that prove your value.
We uncover why you’re the best choice for your ideal client and build a site that proves it.
- Compliance-ready
- Built-in SEO/AEO
- Native lead capture
This site, by Capital Turbine
Performance scores measured by Google PageSpeed Insights
Stop blending in.
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.
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
One new customer’s first 60 days with Capital Turbine.
- 74%
- email open rate
- 39%
- click-through rate (CTR)
- 4%
- reply rate
- +56%
- site traffic
- $30M
- new AUM pipeline
Email metrics and new-AUM pipeline reported by a single Capital Turbine customer for their first 60 days on the platform, from campaigns to existing clients and warm prospects; site-traffic change reported by the same customer over the same period. Not representative of all customers; individual results can vary.
Start marketing like no one else. This is step one.
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