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Snappy Kraken

Ormond Beach, US · Founded 2019 · Delaware corporation · 93 employees on LinkedIn · 4 known investors

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Snappy Kraken is an AI-powered marketing platform built for financial advisors and firms, offering automated campaigns, content generation, marketing insights, and FINRA/SEC compliance workflows. It also provides a fully managed marketing service (Freedom360) and serves solo advisors through large enterprises including RIAs, broker-dealers, and IMOs.

FintechMarketing TechSaaS

Founders & leadership

Snappy Kraken was founded in 2019 by Robert Sofia.

RSRobert Sofia
Robert SofiaCofounder & CEORobert Sofia has spent over two decades working with financial services companies ranging from solo practices to large institutions. He is Executive Officer and Director at Snappy Kraken, an AI-powered marketing platform serving financial advisors and firms.
AH
Alicia HowardNamed on SEC filing
SH
Scott HollingsworthNamed on SEC filing
MC
Mark Christian ScharoschNamed on SEC filing
RKRick Kushel
Rick KushelBoard MemberManaging Partner at FINTOP Capital
TLThad Langford
Thad LangfordBoard MemberFounding Managing Partner at Flyover Capital
AG
Angel GonzalezNamed on SEC filing
AKAaron Klein
Aaron KleinBoard Member2019–2024Chief Executive Officer at Contio
BD
Bradley DeloatchNamed on SEC filing

Investors · 4

Flyover Capitallisted by Flyover CapitalKansas City · $500K – $2M

How we know: a partner's Signal profile · funding news · prnewswire.com · open dataset · 5k.vc investor directory · Not right? Tell us

Also in the syndicate · 2

1248 HoldingsUniversal Financial Consultants

Funding

SEC filings, press & company announcements

$8M disclosed across 2 of 3 rounds · 2017–2023

▶$2MraisedDec 2023 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Alicia HowardExecutive Officer
  • Scott HollingsworthExecutive Officer
  • Mark Christian ScharoschDirector
  • Rick KushelDirector
  • Thad LangfordDirector
  • Angel GonzalezExecutive Officer
  • Aaron KleinDirector
  • Robert SofiaExecutive Officer, Director
  • Bradley DeloatchExecutive Officer
Offering amount
$4M
Amount sold
$2M
First sale
Dec 2023
Incorporated
Corporation, Delaware, 2019
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

Snappy Kraken Raises $6 Million in Series A Round Led by FINTOP Capitalprnewswire.com · Apr 2021

Frequently asked questions

What does Snappy Kraken do?
Snappy Kraken is an AI-powered marketing platform built for financial advisors and firms, offering automated campaigns, content generation, marketing insights, and FINRA/SEC compliance workflows. It also provides a fully managed marketing service (Freedom360) and serves solo advisors through large enterprises including RIAs, broker-dealers, and IMOs.
Who founded Snappy Kraken?
Snappy Kraken was founded by Robert Sofia in 2019.
Who are Snappy Kraken's investors?
Snappy Kraken's investors include FINTOP Capital, Flyover Capital.
How much funding has Snappy Kraken raised?
Snappy Kraken has disclosed $8M raised across 2 of its 3 known rounds.
Where is Snappy Kraken headquartered?
Snappy Kraken is headquartered in Ormond Beach, US.