New
Compliant, scalable email campaigning for financial pros

Know &
Empower Financial Pros.

Gainfully is the identity and engagement engine for delivering experiences to financial professionals. Deeply understand your customers and deliver personalized experiences that scale.

IDENTIFI™

Verify and authenticate financial professionals

FINRA, SEC, and NAIC profile verification, registration, and API capabilities to power your onboarding and back-end data. We speak fluid CRD, NPN, and ADV.

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PUBLISH

Publish content by firm, branch, license, and more

Insanely powerful segmentation capabilities right out of the box. Get the product, marketing, and sales materials in front of the right broker-dealer, advisor, agent, or branch at the right time, every time.

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MESSAGE

Send email and messages  
your customers love

Powerful campaigning combined with an inbox for every professional in the industry, powering the best user experience for your employees, customers, and partners.

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EMPOWER

Sales enablement for financial pros that scales

Bring powerful email, social, and message campaigning capabilities to your entire sales force, whether B2C or B2B.

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Success stories

Visit Customers
MassMutual

Gainfully empowers MassMutual wholesalers to deliver and track value-added resources for advisors.

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Stifel

Gainfully enables Stifel advisors to instantly share resources with clients across channels

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North American Company

Gainfully drove over 40,000 agents to North American webinars

Read Story

From the blog

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Do more, faster with Gainfully

We give you a solid foundation to get building right away.
FINRA/SEC Compliant
SOC2 Security
Network Architecture
No Code Needed
Salesforce Integration
Much More
300k+
Financial professionals reached by our customers
2,600+
Firms represented throughout the network of users
15M+
Compliance-controlled messages sent in 2019 alone

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Learn how Gainfully can accelerate your marketing,
sales, and partner growth.
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