Best Wealth Management Marketing Tools (2025)

Complete guide to marketing tools for wealth managers, family offices, and high-net-worth client acquisition with features, pricing, and compliance details.

Last reviewed: 1/8/2025

Wealth managers serving high-net-worth clients need sophisticated marketing tools that emphasize trust-building, relationship development, and premium positioning rather than volume-based lead generation approaches.

Quick Verdict

•AdvisorX AI leads for business owner prospecting and high-net-worth prospect identification with detailed company intelligence
•Twenty Over Ten provides luxury-focused website design that positions wealth managers as premium providers
•Snappy Kraken offers sophisticated email marketing with advanced segmentation for different client tiers
•FMG Suite provides comprehensive marketing with wealth management-specific content and compliance tools
•Focus on relationship building, trust signals, premium positioning, and longer sales cycle management

Tool Comparison

Tool	Categories	Email	Landing Pages	Automation	Compliance	Pricing
AdvisorX AI AI-powered business owner prospecting with 50% visitor identification rate	AI ProspectingVisitor IntelligenceLead Generation	✓	—	✓	✓	$999-4,499/month
FMG Suite Comprehensive marketing suite with built-in compliance tools	Marketing SuiteEmailWebsiteCompliance	✓	✓	✓	✓	Tiered; contact for pricing
Snappy Kraken Email marketing and campaign automation for financial advisors	Email MarketingCampaignsAutomation	✓	✓	✓	✓	Starting at $99/month
Twenty Over Ten Website design and SEO optimization for financial advisors	Website DesignSEOContent Marketing	—	✓	—	✓	Custom pricing
Orion Advisor Technology Comprehensive advisor technology platform with marketing tools	Portfolio ManagementClient PortalMarketing Integration	✓	—	✓	✓	Contact for pricing

✓ = Available, — = Not available or not applicable

Pricing and features may change. Visit each tool's website for current information.

Who Each Tool Is Best For

AdvisorX AI

AI-powered business owner prospecting with 50% visitor identification rate

AI ProspectingVisitor IntelligenceLead Generation

Pricing: $999-4,499/month

FMG Suite

Comprehensive marketing suite with built-in compliance tools

Marketing SuiteEmailWebsiteCompliance

Pricing: Tiered; contact for pricing

Snappy Kraken

Email marketing and campaign automation for financial advisors

Email MarketingCampaignsAutomation

Pricing: Starting at $99/month

Twenty Over Ten

Website design and SEO optimization for financial advisors

Website DesignSEOContent Marketing

Pricing: Custom pricing

Frequently Asked Questions

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