Vestorly
Business Services · New York, United States · 11-50 Employees
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Overview
Headquarters
335 Madison Ave Fl 8, New York City, New...Phone Number
(646) 863-9199Website
www.vestorly.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Vestorly
FMG Suite offers an all-in-one digital marketing platform tailored for financial professionals and Registered Investment Advisors (RIAs). Their services include marketing tools for email, social media, events, and website management, as well as compliant texting solutions. The company aims to enhance client engagement and streamline marketing efforts for wealth management enterprises, independent broker-dealers, and insurance enterprises. With a focus on automation and compliance, FMG Suite empowers clients to grow their businesses effectively.Explore more
Vestorly Org Chart
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Activity Insights
Vestorly is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Vestorly is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Vestorly.
Vestorly financials insights
Gather financial insights about Vestorly, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2014
Private Equity
$1.6M
Angel/Seed
$2M
2016
Unspecified
$8.5M
2021
Debt
$109K
Vestorly Tech Stack
A closer look at the technologies used by Vestorly
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Project
Partnership, Application Development
Project
Integration, Partnership, Marketing Automation, Marketing Campaign
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Funding
Vestorly News & Media
Refinitiv and Vestorly to Provide Enhanced AI-powered Digital Marketing Solutions to Wealth Managers
Refinitiv, an LSEG Business, recently revealed that it entered a strategic agreement with Vestorly, an AI-powered content curation, and marketing platform, in order to offer wealth management companies and advisors with personalized content and marketing tools “designed to foster a more-impactful digital customer engagement experience.”... Read MoreRefinitiv partners Vestorly on AI-driven marketing tools for wealth management providers
Refinitiv, an LSEG Business, today announced a new strategic agreement with Vestorly, an AI-driven content curation and marketing platform, to provide wealth management firms and advisors with personalized content and marketing tools designed to foster a more-impactful digital customer engagement experience.Vestorly Powers Socxo’s Brand Advocacy Platform With AI-Driven Curated...
Vestorly has entered into a partnership with Socxo, a cloud-based brand advocacy and amplification platform. Socxo has integrated Vestorly’s award winning Artificial Intelligence (AI) driven curated... (PRWeb February 01, 2022) Read the full story at https://www.prweb.com/releases/vestorly_powers_socxos_brand_advocacy_platform_with_ai_driven_curated_content_streams/prweb18468285.htmVestorly and Kapitalwise Announce Integration Partnership
Vestorly and Kapitalwise have announced an integration partnership to offer Vestorly’s award-winning artificial intelligence (AI) driven content curation engine to users of Kapitalwise’s software... (PRWeb November 16, 2021) Read the full story at https://www.prweb.com/releases/vestorly_and_kapitalwise_announce_integration_partnership/prweb18322285.htm
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Frequently Asked Questions Regarding Vestorly
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FMG Suite offers an all-in-one digital marketing platform tailored for financial professionals and Registered Investment Advisors (RIAs). Their services include marketing tools for email, social media, events, and website management, as well as compliant texting solutions. The company aims to enhance client engagement and streamline marketing effor... Read More
