Snappy Kraken
Ormond Beach, US · Founded 2019 · Delaware corporation · 93 employees on LinkedIn · 2 known investors
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.
Founders & leadership
Snappy Kraken was founded in 2019 by Robert Sofia.
RS
Robert SofiaFounder
AH
Alicia HowardNamed on SEC filing
SH
Scott HollingsworthNamed on SEC filing
MC
Mark Christian ScharoschNamed on SEC filing
RK
Rick KushelNamed on SEC filing
TL
Thad LangfordNamed on SEC filing
AG
Angel GonzalezNamed on SEC filing
AK
Aaron KleinNamed on SEC filing
BD
Bradley DeloatchNamed on SEC filing
Investors · 2
Reported raises · per SEC filings
Form D private placements$2M disclosed across 1 round · 2023
▶$2MraisedDec 2023 · 3 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
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 $2M raised across 1 round.
- Where is Snappy Kraken headquartered?
- Snappy Kraken is headquartered in Ormond Beach, US.