Welcome to the Gainfully Help Center

Gainfully is your all-in-one digital marketing solution, purpose-built for financial professionals. We help you stay top-of-mind with prospects and deepen relationships with existing clients—driving growth, loyalty, and referrals along the way.

In 2022, Gainfully was acquired by AcquireUp, giving us the opportunity to enhance our platform and integrate powerful content distribution and compliance capabilities. Today, Gainfully is fully operated by AcquireUp employees and continues to evolve as a cutting-edge fintech marketing solution.

Our mission is to provide you with a seamless experience, ensuring you can navigate the platform effectively and harness its full potential. Below, you'll find comprehensive resources to enhance your proficiency with Gainfully:

Contact Support

Should you require personalized assistance, our dedicated support team is ready to help. Reach out to us by emailing [email protected], and we'll respond promptly to address your specific needs. You can expect an initial response within one business day.

Thank you for choosing Gainfully as your preferred tool for compliant content sharing. We are committed to your success, and our Help Center is designed to support you every step of the way.

What service do I have?

If you are a member of a larger broker dealer, and utilize Gainfully through your broker dealer, then you use our do it yourself service. If you utilize Gainfully through your firm, and have a dedicated account manager scheduling material on your behalf, then you use our done for you service, known as Nurture and Engage. If you're interested in this service, please fill out the contact form here or email [email protected] and a member of our team will reach out to you.

Why Gainfully?

Too many financial professionals lose opportunities because of inconsistent communication. In fact: 72% of clients reported leaving their previous advisor because of poor communication.*

*Source: Financial Advisor Magazine, 2013

When advisors communicate more personally or more often, clients say they are:

77% more confident
78% more likely to stay
81% more willing to refer

*Source: YCharts Client Communications Survey

Gainfully is designed to eliminate those communication gaps with time-saving tools and ready-to-use content that speaks directly to your clients and prospects.

What can you do with Gainfully?

Email Marketing

Upload your contacts and stay in touch through personalized email campaigns. Whether you’re trying to spark new conversations with prospects or reinforce trust with current clients, our platform makes it simple.

Drip Campaigns

Nurture leads and deepen relationships through a series of themed, automated emails. Each campaign is built around a central idea, with each email exploring a new angle or insight.

Perfect for guiding prospects through their decision-making journey
Great for educating clients over time
Helps maintain consistent, relevant communication

Did you know?
53% of investors want financial education from their financial profeesional.* *Source: AdvisorStream Financial Advisor Marketing Trends Report, 2024

Social Media Sharing

Effortlessly share industry-specific content across your social platforms to grow your online presence and build credibility.

Gainfully supports posting to:

Facebook Business Pages
LinkedIn Personal Pages
LinkedIn Business Pages
X (formerly Twitter)

Reporting & Metrics

Track performance and fine-tune your strategy with detailed reporting dashboards:

View open rates, click-through rates, and email replies
Monitor lead activity by contact—including what was sent, what they did, and when
Export your data for offline reporting or analysis

If you're ready to elevate your client relationships and attract new business with ease, you're in the right place. Gainfully makes it simple to market yourself—without adding extra hours to your day.

Need Help?

If you have questions or need assistance using Gainfully, we're here to help. Reach out to us by emailing [email protected].