Wealth.com has partnered with FMG Suite as the Exclusive Technology Founding Partner of FMG's Institutional Intelligence program. The collaboration will provide more than 80,000 advisors and insurance professionals using FMG with compliance-friendly estate and tax planning content, including emails, social media posts, and educational marketing assets. The partnership introduces dedicated estate and tax planning website tools and templates. Wealth.com will also develop Estate Snapshot, a tool powered by its proprietary AI that analyzes uploaded estate planning documents and generates concise summaries to help advisors prepare for prospect meetings. The partnership is available immediately to FMG subscribers at no additional cost. FMG is a marketing technology platform serving financial advisors and insurance professionals across the United States.

FMG Suite launches Institutional Intelligence to help advisors turn specialized expertise into growth. * July 29, 2026 Wealth Tech Firms Choose FMG Suite for Advisor Reach and Position It as the Compliant Growth Platform for Activation and Distribution Wealth.com Joins as Exclusive Founding Partner Gardena, Calif. - July 2026 - FMG Suite (FMG) announced the launch of Institutional Intelligence, a new program that delivers curated expertise, research, and interactive tools from leading wealth tech firms directly into the workflows advisors use to drive marketing, client engagement, and lead generation. Wealth.com joins as Exclusive Technology Founding Partner, making FMG its primary distribution channel to independent advisors. Foundation Source joins as Premier Partner, with Trust & Will, Cue Studios, Nitrogen, and Bento Engine as Featured Partners. Why this matters. Specialized planning capabilities such as estate, tax, and philanthropic strategy have become key differentiators for advisors competing for both clients and prospects. But turning that expertise into consistent engagement and scalable lead generation remains a challenge. Institutional Intelligence embeds that expertise directly into how advisors operate across channels. An advisor can take a Wealth.com estate planning strategy, tailor it to their audience, publish it on their website, distribute it via email and social channels, and embed interactive tools that capture prospects' interest, all within minutes and in full compliance. The result is a unified growth engine that connects content, channels, and tools to attract prospects, generate leads, and deepen client relationships. Why tech partners are choosing FMG. This launch reflects a shift in how wealth tech firms approach advisor distribution. Rather than building standalone portals or fragmented marketing layers, partners are embedding their expertise into FMG, where advisors already manage outreach, engagement, lead generation, and compliance. "Wealth.com made a strategic decision to make FMG our exclusive distribution channel to independent advisors," said Dan Bolton, Chief Marketing Officer at Wealth.com. "Advisors rely on us for estate planning and tax strategy, but they need that expertise embedded into how they attract prospects and engage clients across channels. FMG is where that happens." A clear pattern is emerging. Leading firms are choosing FMG because it sits at the center of advisor growth, where marketing, lead generation, client communication, and compliance come together. FMG as the Growth Platform. Institutional Intelligence represents a broader strategy to position FMG as the platform where advisor growth is orchestrated. FMG connects: * Partner expertise and tools * Advisor marketing, communications, and prospecting workflows * Omnichannel distribution across email, social, and web * Built-in compliance and governance * Data and feedback loops that inform what drives engagement and conversion This expands FMG's role beyond execution into orchestration, coordinating how expertise is delivered, activated, and measured across the advisor ecosystem. Upcoming capabilities, including FMG Connect, will extend this model through deeper integrations and data orchestration across the advisor tech stack. The signal to the market is clear. For wealth tech firms seeking adoption, engagement, and measurable growth outcomes, FMG is becoming the platform where advisor growth happens. Susan Theder, Chief Marketing and Experience Officer at FMG, said: "Advisors compete on expertise, but growth depends on how effectively that expertise reaches clients and prospects. Institutional Intelligence embeds institutional-grade resources directly into the workflows advisors use to attract, engage, and convert. Wealth.com's commitment reflects the value of a fully integrated, compliant growth platform." How it works. Partners contribute curated content, insights, and interactive tools to FMG. Advisors select what is relevant, tailor it to their audience, and activate it across email, social media, websites, and prospect outreach. Interactive experiences such as calculators, planning tools, and lead capture modules convert engagement into a measurable pipeline, while all activity flows through FMG's compliance framework. Partners gain visibility into performance across the platform, including which topics, formats, and tools drive advisor engagement and lead generation. This creates a continuous feedback loop that strengthens both partners' strategies and advisors' outcomes. Institutional Intelligence launch Technology partners. * Exclusive Technology Founding Partner: Wealth.com * Premier Partner: Foundation Source * Featured Partners: Trust & Will, Cue Studios, Nitrogen, and Bento Engine Additional partners, including asset managers and investment research firms, will join in the coming months, expanding the range of expertise available and reinforcing FMG's role as the platform where advisor growth, engagement, and activation come together. About FMG Suite. FMG Suite is the leading marketing and growth platform for financial advisors, insurance professionals, and enterprises, empowering them to scale compliant, client-centered marketing that drives organic growth. Trusted by more than 80,000 financial professionals reaching over 45 million U.S. investors, FMG is consistently ranked number one in market share and customer satisfaction in the T3 Software Survey Report and has been recognized by WealthManagement.com as Best Marketing Automation Platform. An independent study found that enterprises using FMG achieved Net Promoter Scores nearly four times the industry average, along with improvements in lead conversion, client retention, and time saved on marketing tasks. FMG is defining the future of organic growth for financial services firms. For more information, visit https://fmgsuite.com/. FMG media contact. Donald Cutler HavenTower [email protected] FMG press contacts. Susan Theder Chief Marketing & Experience Officer

FMG, a marketing automation platform serving over 80,000 financial professionals, has appointed three independent directors and one board observer to its board. John Carter, former President and COO of Nationwide Financial; Janet Malzone, former CEO of Grant Thornton LLP; and Deanna Mulligan, CEO of Ceres Life Insurance and former CEO of Guardian Life Insurance, joined as independent directors. Steve Sloan, VP of AWS Marketing at Amazon and former CEO of Contentful, joined as board observer. The appointments coincide with FMG's expansion across registered investment advisors, broker-dealers, wirehouses, and insurance organisations under GTCR's ownership. The company recently acquired Testimonial iQ and appointed new executive leadership. FMG's platform collectively serves clients representing over 45 million US investors and has been recognised as the leading marketing automation platform for financial advisors by industry surveys.