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White Glove, a fintech marketing company in Birmingham, and a portfolio company of Rockbridge Growth Equity, has announced the acquisition of Gainfully Inc., an industry leader in compliance-enabled content marketing technology for enterprise insurance and financial service companies.
With the acquisition, White Glove will expand its focus on done-for-you services and performance-based marketing through the technology platform. Gainfully’s platform is designed to amplify content and share via social media and email while maintaining compliance with FINRA/SEC marketing guidelines.
It currently is used by more than 400,000 agents and advisors in the U.S., the company states.
“Our solutions have always been designed to help advisors achieve meaningful results from their marketing — like more appointments,” says Evan Kramer, CEO of White Glove. “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.”
Current Gainfully customers will see complete continuity of service during the integration while benefitting from increased investment across the product, customer success, and support teams.
Fintech veteran Bhargav Shivarthy of Gainfully will continue leading the enterprise market development, supporting continued growth among industry-leading insurance and financial services customers such as MassMutual, LPL Financial, Nationwide, and more.
“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,” says Cameron Nordholm, founder of Gainfully.
“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.”
White Glove was founded by financial advisors who held seminars to generate client leads and has since grown its product base to include webinars, consultations packs, social media management, and digital marketing.
Together, Gainfully and White Glove plan to build marketing efforts on an individual and enterprise level within the financial industry, both on a service and a technology level.
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 whiteglove.com.
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