VIEW TABLE OF CONTENTS
TECHNOLOGY PROVIDERS Chief Executive Officer of the Year
SNAPPY KRAKEN
Robert Sofia
Robert Sofia is the Chairman and CEO of Snappy Kraken. During the better part of two decades, Robert has served thousands of companies across the spectrum of financial services, including RIAs, family offices, broker dealers, TAMPs, IMOs, custodians, insurance, and investment companies. Robert has authored four
books, including his latest bestseller; Blend Out – How Advisors Can Market Like The Greatest Brands In The World. His writings on marketing appear in publications including Forbes, INC Magazine, The Wall Street Journal, FOX Business, Business Insider, Investment News, Financial Planning, Wealth Management, ThinkAdvisor, The Journal of Financial Planning, and many other publications. As an accomplished public speaker, Robert has delivered hundreds of presentations and keynotes for companies including Ford Motor, Adobe, Schwab, Prudential, and others.
Snappy Kraken is an award-winning marketing technology firm that provides marketing automation, personalized website design and bold, unique marketing campaigns for the financial services industry. Data-informed decision-making drives each marketing campaign. Snappy Kraken received the 2022 Wealth Management Industry Award in the area of Digital Marketing Campaign of the Year for its Blend Out campaign. The prior year, Snappy Kraken won the WMIA Social Media Leadership for Technology Providers award for its annual marketing research report, and the Marketing Automation for Technology Providers award for its “Cold to Gold Framework”. Recognized by Benzinga in three categories in 2020 as well as by MarTech Breakthrough as the best overall content marketing software three years in a row, Snappy Kraken ranked number eight and number three respectively on the last two Financial Planning Best Fintechs to Work For lists.
185 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook