About
Why Capital Turbine exists.
2.2x
Advisors with a niche grow their client base at more than double the rate of generalists.
Kitces Research
168%
Advisors with a defined marketing strategy generate 168% more leads than those without one.
Broadridge
38%
The percentage of advisors who say their website generates zero leads.
Broadridge
It's getting harder to stand out as a financial advisor. More firms are competing for the same clients, and prospects size you up long before they ever reach out — in search results, in AI answers, on social media. A website and a monthly newsletter don't cut it anymore.
The old advisor marketing platforms weren't built for this. They send the same content for thousands of advisors and build websites that look like the competitor's down the street. The market leaders carry customer satisfaction grades of D and C, and advisors keep paying anyway, because there hasn't been a better option.
Having marketing no longer sets you apart. Good marketing does.
Capital Turbine exists to make that kind of marketing available to independent advisors: writing that sounds like you, a website that looks like nobody else's, and a clear read on what's actually bringing in business.
One Platform
Tim Fagan
Founder
The Founder
Built by someone who understands both worlds.
Tim Fagan comes from a family of wealth management entrepreneurs. With successful independent financial advisors on both sides of his family, he grew up immersed in the business — learning how practices are built, how clients are won, and how poorly the industry is served by its marketing tools.
Before founding Capital Turbine, Tim spent nine years in advertising technology, leading revenue strategy and operations at multiple firms generating over $500M in combined annual revenue. He's built forecasting systems, sales organizations, and operational infrastructure across the ad tech stack — from ad networks to DSPs to performance agencies.
Those years also set his bar for software. RevOps people are some of the pickiest software users anywhere, yet the tools they rely on routinely earn satisfaction scores in the 90s. People are real fans of the products they use every day. Tim holds Capital Turbine to that bar: a platform advisors genuinely love, not one they settle for because everything else looks the same.
The big marketing platforms are built by SaaS generalists. Capital Turbine is built by someone who grew up around wealth management and spent a career in advertising technology.
Principles
What we believe.
Quality
Every piece of content, every page, every campaign is made to a standard you'd put your name on.
Simplicity
One partner, not six vendors. We handle the complexity so you don't have to.
Compliance
Approval routing and audit-trail archiving built into every workflow. Not bolted on after the fact.
See what professional
marketing looks like.
In a short conversation we'll explore together whether we can help. No pitch. No pressure.
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Original research and practical marketing playbooks for independent advisors.