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Grant Thornton provides audit, tax, and advisory services to a broad range of clients, including public and private companies, government agencies, and non-profit organizations. Its services are delivered on a fee-for-service basis with tailored offerings in financial reporting, tax compliance, risk management, and business consulting, supported by technology-driven solutions. The firm differentiates itself through a strong emphasis on personalized client attention, deep industry knowledge, and long-term relationships, along with a wide range of sector experience and practical, hands-on guidance. The company’s goal is to help clients navigate complex financial environments, meet regulatory requirements, manage risk, and achieve their business objectives by delivering clear insight and reliable support.
Industries
Data & Analytics
Consulting
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1924
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FMG expands board as platform surpasses 80,000 financial professionals. * July 14, 2026 New directors and board observer bring leadership experience across financial services, insurance, enterprise technology, AI, and professional services SAN DIEGO, July 14, 2026 /PRNewswire/ - FMG, the marketing automation platform trusted by more than 80,000 financial professionals collectively serving over 45 million U.S. investors, today announced the appointment of three independent directors and one board observer to its Board of Directors. John Carter, former President and Chief Operating Officer of Nationwide Financial; Janet Malzone, former CEO of Grant Thornton LLP; and Deanna Mulligan, CEO of Ceres Life Insurance and former CEO of The Guardian Life Insurance Company of America joined as independent directors. Steve Sloan, VP of AWS Marketing at Amazon and former CEO of Contentful, joined as a board observer. These new members join a board that includes Executive Chairman Mark Casady, former Chairman and CEO of LPL Financial; CEO and Founder Dave Christensen; and Scott White, former CEO of FMG. The strategic appointments coincide with FMG's ongoing expansion across Registered Investment Advisors, broker-dealers, wirehouses, and insurance organizations, as it continues to advance its growth strategy under GTCR's ownership. This includes the recent acquisition of Testimonial iQ and the appointment of a new executive leadership team. To guide its next phase of enterprise scale and AI-enabled innovation, FMG is onboarding these leaders to bring deep institutional financial services experience, advanced technology leadership, and world-class corporate governance to support the board. "FMG is serving a larger, more complex, and more strategic role in the market than it was even a few years ago," said Casady. "The firms we serve are looking for technology that helps advisors communicate consistently, personalize at scale, meet compliance expectations, and turn marketing into a more measurable growth function. John, Janet, Deanna, and Steve each bring experience that maps directly to where FMG is going." "GTCR has strong conviction in FMG's opportunity to define the next phase of organic growth for financial services firms," said Michael Hollander, Managing Director at GTCR. "The company sits at the intersection of advisor growth, enterprise fintech, compliance, and marketing technology enabled by AI. This board brings the operating experience and governance perspective to help FMG continue scaling with the discipline and ambition the market requires." New appointments: * John Carter concluded a 40-year career in financial services as President and Chief Operating Officer of Nationwide Financial, a Fortune 100 company and one of the country's largest providers of insurance and retirement solutions. During his tenure, Carter led Nationwide's retirement plans, annuity, life insurance and mutual fund businesses to unprecedented growth and profitability. Earlier in his career, he held leadership roles at Prudential Financial, UBS, and Kidder Peabody, and he has served on the boards of the American Council of Life Insurers, the Insured Retirement Institute, and the Employee Benefit Research Institute. * Janet Malzone most recently served as CEO of Grant Thornton LLP, one of the nation's largest professional services firms, where she oversaw the firm's audit and assurance practice and served on the Executive Committee. With nearly 35 years of public accounting experience serving companies ranging from early-stage businesses to large multinationals, Malzone has been recognized twice on NACD's Directorship 100, the annual recognition of the most influential leaders in and around the boardroom and holds NACD Directorship Certification. * Deanna Mulligan currently serves as CEO of Ceres Life Insurance and previously served as President and CEO of The Guardian Life Insurance Company of America, a Fortune 250 mutual life insurer, from 2011 to 2020, where she led product strategy, distribution, and digital transformation across a decade of sustained growth. Earlier in her career, Mulligan served as a principal at McKinsey & Company, where she helped lead the North American Life Insurance Practice, and held senior executive roles at AXA Financial and New York Life. She previously served as a Director of The Vanguard Group, Trustee of the Vanguard Funds, and Chair of the American Council of Life Insurers. She holds an MBA from Stanford Graduate School of Business. * Steve Sloan currently serves as VP of AWS Marketing at Amazon, where he leads the development of marketing teams powered by AI at one of the world's largest cloud platforms. He previously served as CEO of Contentful, a Forbes Cloud 100 composable content platform, and as Chief Product and Marketing Officer at Twilio SendGrid and Senior Vice President of Product at Marketo. Earlier in his career, he held senior product leadership roles at Amazon Web Services and Microsoft, and he currently serves as an independent board member of AdRoll and previously served as Executive in Residence at Bessemer Venture Partners. "I started FMG because I believed advisors deserved better tools to grow their practices, and that belief has never wavered," said Christensen. "What has changed is the scope and speed of what we need to deliver. Whether we are serving a solo practitioner or one of the largest firms in wealth management and insurance, every one of our customers is navigating the same rapidly shifting landscape. This board gives us the experience to move faster and the discipline to do it right." About FMG. FMG is the leading marketing 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 in the T3 Software Survey Report and has been recognized by WealthManagement.com as Best Marketing Automation Platform. A study conducted by a leading independent consulting firm 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/. About GTCR. Founded in 1980, GTCR is a leading private equity firm that invests behind The Leaders Strategy(TM), finding and partnering with management leaders in core domains to identify, acquire, and build market-leading companies through organic growth and strategic acquisitions. GTCR is focused on investing in transformative growth in companies in the Business and Consumer Services, Financial Services and Technology, Healthcare, and Technology, Media and Telecommunications sectors. Since its inception, GTCR has invested more than $35 billion in over 300 companies, and the firm currently manages approximately $45 billion in equity capital. GTCR is based in Chicago with offices in New York and West Palm Beach. For more information, please visit https://www.gtcr.com/. FMG Media Contact Donald Cutler HavenTower [email protected] FMG press contacts. Susan Theder Chief Marketing & Experience Officer
CrowdStrike wins Grant Thornton, launches AI identity tool. 1h ago · 0:00 listen · Source: Yahoo Finance Summary. CrowdStrike has been selected by Grant Thornton Advisors LLC to be the unified foundation for its managed security services. This collaboration centers on the Falcon platform. What's interesting is this partnership will deploy AI-powered managed detection and response solutions for Grant Thornton's global client base. CrowdStrike also introduced a new capability called Continuous Identity for AI Agents. This tool provides real-time, risk-aware authorization and identity enforcement for AI agent activity in enterprise environments. The bottom line is these developments highlight CrowdStrike's focus as an AI-focused security platform provider, which could influence how businesses manage security and AI risks. This is an AI-generated audio summary. Always check the original source for complete reporting.
Grant Thornton has acquired DPO Consulting, a French firm specialising in personal data protection and regulatory compliance. DPO Consulting serves over 800 clients with a team of 43 experts. The acquisition strengthens Grant Thornton's advisory services practice. No financial details of the transaction were disclosed.
ACFE, Grant Thornton team on Anti-Fraud Blueprint. The Association of Certified Fraud Examiners has partnered with Grant Thornton to create an Anti-Fraud Blueprint to help organizations uncover fraudulent activity and avoid financial losses. Editor-in-chief, AccountingToday.com
ACFE and Grant Thornton release new guidance to help organizations strengthen anti-fraud resilience. CHICAGO - (BUSINESS WIRE) - The Association of Certified Fraud Examiners (ACFE) and Grant Thornton Advisors LLC (Grant Thornton) have collaborated to help organizations build and strengthen their fraud risk management (FRM) programs by developing the Anti-Fraud Blueprint. This guidance offers practical recommendations informed by the principles detailed in the Fraud Risk Management Guide, Second Edition, published in 2023 by the ACFE and the Committee of Sponsoring Organizations of the Treadway Commission (COSO). A well-designed FRM program is tailored to specific aspects of the organization and acts as a safety net against fraud risks. Since the impacts of fraud on an organization can be far-reaching, they must be prepared with foundational awareness and readiness before risks occur. "Organizations today are facing increasingly complex and fastmoving fraud risks, and many are looking for a practical way to move from awareness to action," said Priya Sarjoo, national managing partner of Cyber & Risk Advisory at Grant Thornton. "The Anti-Fraud Blueprint helps organizations assess where they are on their fraud risk management journey and provides a clear, structured path to strengthen governance, embed accountability and mature their anti-fraud capabilities over time." The importance of fraud risk management programs The Anti-Fraud Blueprint defines an FRM program as the people, processes and technology an organization uses to prevent, detect and respond to fraud risk. Together, these elements form the framework that helps organizations protect their customers, assets and reputation, and sustain the trust of stakeholders. Without a proper FRM program, businesses face increased exposure to financial loss, operational disruption, regulatory penalties and reputational damage - all of which can erode stakeholder confidence and hinder long-term success. "Fraud impacts organizations of all sizes every day, which sets off a chain reaction that impacts finances, stakeholders and employees," said ACFE President John Gill, J.D., CFE. "By giving organizational leadership and anti-fraud experts a clear plan of action, we hope the Anti-Fraud Blueprint becomes the centerpiece around which organizations protect themselves from the potential dangers of fraud today and for years to come." AI and the fraud risk landscape Artificial intelligence (AI) and machine learning continue to shape how organizations operate, while also transforming how fraud risks evolve as these technologies advance at a rapid pace. The Anti-Fraud Blueprint examines this dual impact, outlining how organizations can use AI to enhance fraud controls, improve detection and respond more proactively to emerging threats. For example, advanced analytics and machine learning models can help organizations identify unusual patterns or anomalies in real time - allowing potential fraud to be flagged earlier and addressed more effectively. "As AI continues to reshape the way organizations operate, it is also redefining how fraud risks emerge and evolve," said Zach Snickles, a partner in Risk Advisory for Grant Thornton. "The same technologies that introduce new risks can also be leveraged to strengthen controls, improve detection and stay ahead of increasingly sophisticated threats." Additional components of the Anti-Fraud Blueprint The Anti-Fraud Blueprint is organized around the fraud risk management principles: fraud risk governance, fraud risk assessment, fraud control activities, fraud investigation and corrective action and fraud risk management monitoring activities. Each section is structured around three consistent features that build on and reinforce the principles outlined in the 2023 Fraud Risk Management Guide, Second Edition, providing a cohesive and repeatable framework for managing fraud risk. Each section includes the following components to help readers apply the guidance in a structured and practical way: * Points of focus: These points bridge concepts from the Blueprint and the 2023 Guide, helping anti-fraud professionals build and expand their expertise. * Key questions: A list of questions for readers to consider as they work through the Blueprint and relate key principles to their organization. * Checklist: A review of concepts presented in each section to reinforce the information and detail next steps. Additionally, the Anti-Fraud Blueprint introduces an updated version of Grant Thornton's Enterprise Anti-Fraud Maturity Assessment Model (C), designed to help organizations clearly understand both their current state and their desired future state of anti-fraud capability. The model brings each pillar of an effective FRM program to life by illustrating a clear progression of maturity over time. It moves from an ad hoc approach, where activities are largely reactive and informal, through initial and repeatable stages marked by growing structure and consistency. From there, organizations advance to a managed state, characterized by formal governance and performance oversight, and ultimately to a leadership state, where fraud risk management is embedded, proactive and continuously optimized. Together, these five maturity levels provide a practical roadmap for strengthening anti-fraud programs in a deliberate, measurable and sustainable way. About the ACFE Founded in 1988 by Dr. Joseph T. Wells, CFE, CPA, the ACFE is the world's largest anti-fraud organization. Together with more than 95,000 members, the ACFE works to reduce business fraud worldwide and inspire public confidence in the integrity and objectivity within the profession. About Grant Thornton Grant Thornton delivers professional services in the US through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services - and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In January 2025, Grant Thornton Advisors LLC formed a multinational, multidisciplinary platform. The platform offers a premier advisory and tax practice, as well as independent audit practices. With offices across the Americas, Europe, the Middle East and the Asia Pacific region, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of more than 20,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. Grant Thornton LLP, Grant Thornton Advisors LLC and their respective subsidiaries operate as an alternative practice structure (APS). The APS conforms with applicable laws, regulations and professional standards, including those from the American Institute of Certified Public Accountants. "Grant Thornton" refers to the brand under which the member firms in the Grant Thornton International Ltd (GTIL) network provide services to their clients and/or refers to one or more member firms. Grant Thornton LLP and Grant Thornton Advisors LLC serve as the U.S. member firms of the GTIL network. GTIL and its member firms are not a worldwide partnership and all member firms are separate legal entities. Member firms deliver all services; GTIL does not provide services to clients.
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Industries
Data & Analytics
Consulting
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1924
Find jobs on Simplify and start your career today