Snappy Kraken

Wealth Management TechMarketing AutomationLow PriorityNot Contacted
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Overview

Marketing automation platform for advisors with email campaigns, websites, content, and texting (25,000+ users)

Core Product

Marketing automation for advisors

Strategic Fit for DCC

Marketing workflow platform can provide recurring subscription revenue and a channel relationship layer with advisory firms

Integration Potential

Bitcoin ETF marketing campaigns

Leverage Type:Marketing distribution

Financial Profile

Estimated Revenue
$15M-$25M
Valuation Range
$60M-$100M
Revenue Model
SaaS subscription
Profitability
Profitable
Recurring Revenue Strength
Recurring subscription

Risk Assessment

Marketing automation competition

Company Information

Headquarters
United States
Founded
2015
Employees
30-70
Geographic Focus
North America
Primary Customers
Financial Advisors

Ownership & Funding

Ownership Type
Private
Last Known Funding
None disclosed

Leadership

CEO
Robert Sofia
Research Date
2026-02-24