Tag: snappy kraken

FPA rebuilds PlannerSearch to match clients with planners

The Financial Planning Association (FPA), a membership body and trade group representing CERTIFIED FINANCIAL PLANNER professionals, has unveiled a rebuilt version of FPA PlannerSearch,...

Snappy Kraken unveils Snappy AI for financial advisors

Snappy Kraken, a marketing technology firm serving the financial services sector, has introduced Snappy AI. The tool acts as an AI marketing operations coworker...

Snappy Kraken inks $6m in a Series A funding

Automated growth program for financial advisors, Snappy Kraken closed a $6m Series A financing.

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