BIRMINGHAM, Mich., Oct. 13, 2021 /PRNewswire/ -- White Glove, a
portfolio company of Rockbridge Growth Equity and fintech marketing
company specializing in client acquisition services for financial
advisors, announced the acquisition of Gainfully Inc., an industry
leader in compliance-enabled content marketing technology for
enterprise insurance and financial services companies. With the
acquisition of Gainfully, White Glove continues its growth in
serving financial advisors, with a rapidly expanding focus on its
done-for-you services and performance-based marketing to financial
enterprises using this robust technology platform.
The Gainfully platform empowers enterprises to deliver
compliance-controlled content and marketing experiences to over
400,000 agents and advisors throughout the United States, making it simple to amplify
content, and share via social media and email, while maintaining
compliance with FINRA/SEC marketing guidelines. White Glove
was founded by financial advisors who held seminars to generate
client leads and has since grown their product base to include
webinars, consultations packs, social media management, and digital
marketing. Together, Gainfully and White Glove will have the
strength to build marketing efforts on an individual and enterprise
level within the financial industry, both on a service and a
technology level.
Evan Kramer, CEO of White Glove
explains, "Our solutions have always been designed to help advisors
achieve meaningful results from their marketing – like more
appointments. With Gainfully, we now have the opportunity to create
a holistic approach to marketing by combining our lead generation,
social media, and email solutions with compliant enterprise content
marketing."
Gainfully founder Cameron
Nordholm says, "Together, Gainfully will provide the
scalable platform on which enterprises can deliver resources to
every agent/advisor while the comprehensive, results-driven
services of White Glove can empower agents/advisors to grow their
businesses as never before." He continues, "For the first time a
true 'sliding scale' of support is available to financial
professionals, offering growth services that can be scaled
compliantly within the efficiency of high growth companies."
Fintech veteran Bhargav Shivarthy who joined Gainfully early in
2018 to help insurance carriers, asset managers, broker-dealers and
RIAs leverage the Gainfully platform, will continue leading
enterprise market development, supporting continued growth among
industry-leading insurance and financial services customers such as
MassMutual, LPL Financial, Nationwide, and more.
With the Gainfully integration into White Glove, current
Gainfully customers will see complete continuity of service while
benefitting from radically increased investment across the product,
customer success, and support teams.
Detroit-based private equity
firm Rockbridge Growth Equity served as strategic support for the
acquisition. Copper Run Capital served as the exclusive buy-side
advisor for the Gainfully acquisition.
To learn more about White Glove, visit www.whiteglove.com or
call 844-949-9497.
About White Glove
White Glove is a tech-enabled
marketing services company dedicated to helping financial advisors
grow their business. White Glove's proprietary Done-For-You
platform provides financial advisors access to successful marketing
solutions to help get them in front of more clients. Through its
core service offerings across workshops, social media, email
marketing, and other digital media, White Glove's Done-For-You
model removes the stress from marketing and frees up time to allow
financial advisors to do what they do best — service clients. White
Glove's seminars and webinars are backed by a Quadruple Guarantee,
meaning advisors pay only for performance.
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SOURCE White Glove