Snappy Kraken, an industry-leading wealth technology firm that helps advisors created automated marketing campaigns and personalized websites, has entered into a major integration partnership.
On Wednesday, Snappy Kraken unveiled a partnership with Catchlight to offer financial advisors new tools for personalized marketing at scale.
Both companies also announced the completion of their SOC 2 Type 2 certification, a key benchmark for data security and compliance.
Catchlight, an AI-based platform focused on organic growth for advisors, analyzes up to two thousand data points per lead including estimated investible assets, income, home value, and a proprietary “Catchlight Score,” which predicts a prospect’s likelihood to become a client.
The integration allows advisors using both platforms to view core insights – such as income projections, investible assets, and potential revenue – directly within the Snappy Kraken interface. Users can access more detailed information through the Catchlight platform.
The firms said this could help advisors identify high-value leads and focus marketing efforts on those most likely to convert.
“By focusing marketing efforts where they’re most likely to succeed, advisors can optimize client acquisition, reduce costs and stay ahead in an increasingly competitive wealth management landscape,” Wilbur Swan, chief executive and co-founder of Catchlight, said in a statement Wednesday.
Catchlight’s segmentation features allow firms to build tailored campaigns for individuals, groups, or entire contact lists, the company said. Combined with Snappy Kraken’s marketing workflows, the integration is designed to let advisors run targeted outreach from within their existing systems.
In September, Catchlight announced it was sharpening its prospect generation capabilities further with a new advisor-client matchmaking model.
Both companies have also completed the SOC 2 Type 2 audit, administered by the American Institute of Certified Public Accountants. The designation indicates that their security controls and data protection protocols have been evaluated over time and meet industry standards for risk management.
The certification is expected to help streamline vendor due diligence for enterprise and mid-sized firms using Snappy Kraken’s technology. It also supports Snappy Kraken’s ongoing expansion into CRM and data-enrichment integrations, as the platform handles a growing volume of sensitive prospect and client information.
In its statement of enforcement priorities last year, the SEC highlighted cybersecurity as a major priority, indicating it would expand its scrutiny to include third-party IT services and the data infrastructure used by wealth managers.
"As the digital landscape rapidly evolves, stringent enterprise security is no longer a nice-to-have," said Snappy Kraken founder and CEO Robert Sofia, highlighting how the SOC 2 certification assures enterprise clients "that their contact data and prospect insights are safeguarded by reliable, ongoing security measures."
The announcement follows Snappy Kraken’s February rollout of its Enterprise Hub, a centralized platform for larger financial organizations to manage advisor marketing and analytics through AI-enabled tools. The firm's strategy targeting enterprise clients goes back to August last year, when it launched its growth platform for mid-market and enterprise-level RIAs and broker-dealers.
It's a showdown for the ages as wealth managers assess its impact on client portfolios.
CEO Ritik Malhotra is leveraging Savvy Wealth's Fidelity partnership in offers to Commonwealth advisors, alongside “Acquisition Relief Boxes” filled with cookies, brownies, and aspirin.
Fraud losses among Americans 60 and older surged 43 percent in 2024, led by investment schemes involving crypto and social manipulation.
The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.
"It's like a soap opera," says one senior industry executive.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
