Tracked deals
4
4 tracked deals across 2020-2026.
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.
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
Last 3 years
Supporting Data
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.
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.
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.
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.
Turn tracked acquisition activity into an outreach-ready buyer list.