Operating Company Software

FMG

Gardena, California, United States

Formerly known as Agency Revolution, Agency Revolution (FMG Suite company), FMG (FMG Suite)

FMG is an all-in-one marketing platform built for financial advisors, RIAs, wealth management firms, and insurance professionals. Its products include websites, email and social media marketing, content, compliant texting, testimonials and reviews, and SEO/AEO tools.

Focus Areas
Marketing technology for financial services, Digital marketing and website platforms, Marketing automation
Website
fmgsuite.com

Tracked deals

4

4 tracked deals across 2020-2026.

Recent pace

1

1 tracked deal announced in the last 12 months.

Deal mix

Addon

2 addon · 2 buyout

FMG Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for FMG. 1 2020 2 2022 ~1 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Buyer
    FMG
    Target
    Testimonial iQ
    Type
    Buyout

    FMG, a marketing platform for wealth management enterprises, financial advisors, and insurance professionals, has acquired Testimonial iQ, an online reputation management platform built for the wealth management industry. Testimonial iQ’s compliant testimonials, reviews, referrals, and client feedback tools will be integrated into FMG and the acquired business will be rebranded as FMG Testimonials. The company says the transaction was finalized in December, though financial terms were not disclosed.

  • Buyer
    Agency Revolution, FMG Suite
    Target
    Forge3
    Type
    Addon

    Agency Revolution, an FMG Suite company, has acquired Forge3, the maker of the ActiveAgency website platform for independent insurance agencies. The deal brings Forge3’s website and sales tools into the Agency Revolution/Fuse marketing automation ecosystem; Forge3’s team will remain in place as the product is integrated.

  • Buyer
    FMG (FMG Suite)
    Target
    Vestorly
    Industry
    Software
    Type
    Addon

    FMG, a San Diego-based SaaS marketing platform for financial advisors and insurance agents, has acquired Vestorly, an AI-driven content curation company headquartered in New York. The acquisition expands FMG’s artificial intelligence capabilities and brings Vestorly’s content management engine and client base into FMG’s all-in-one marketing platform to improve personalization and engagement for financial professionals.

  • Buyer
    FMG Suite
    Target
    Twenty Over Ten
    Industry
    Cloud & SaaS
    Type
    Buyout

    FMG Suite, a San Diego–based SaaS marketing platform for financial advisors and insurance agents, has acquired Twenty Over Ten, a State College, Pennsylvania–based SaaS digital marketing and website platform for financial professionals. The deal expands FMG Suite’s product capabilities and customer base while retaining Twenty Over Ten’s design, development, and marketing team to integrate best-of-breed lead-generation and marketing solutions for advisors.

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