Gainfully is a flexible, drop-in software platform for financial organizations. It enables quick yet secure authentication, hosts content, and provides engagement services for the financial professionals (advisors, brokers, agents) your organization supports.

Why Gainfully?

Gainfully is the first open marketing platform for financial service professionals. We help mutual fund and insurance companies connect with advisors and help advisors get more clients.

Our app platform delivers branded marketing content and campaigns to advisors in a completely SEC/FINRA-compliant channel, supporting their business across social, email, mobile, and more while giving their sponsoring companies unprecedented data insights into advisors and clients.

What can you do with Gainfully?

With Gainfully all US registered (FINRA/SEC/NAIC) financial services professionals have access to a consolidated library of digital resources that they can access, save, and distribute to clients and prospects compliantly. We have a laser-like focus on key markets and have a robust inbound funnel of interested organizations.

Your organization can use Gainfully to provide single sign-on (SSO) for your users, send out customized email campaigns, message users, and create and share content relevant to your industry.

Marketing, selling, and supporting financial advisors, brokers, or agents is way too hard. We make it easy!

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What We Do

Gainfully provides a content distribution engine to the financial services industry that enables product manufacturers (asset managers + insurance carriers), broker-dealers, and distributors to compliantly support the retail-client-facing intermediary (financial advisors and insurance agents) at scale.