Benjamin Lee's Contact Details

Benjamin Lee's Company Details

Gainfully

San Francisco, CA, US • 20 - 49 Employees
Internet

Gainfully is the first open marketing platform for financial services. We help mutual fund and insurance companies connect with advisors and help advisors get more clients. Our app platform delivers branded marketing content and campaigns to advisors in a completely SEC/FINRA-compliant channel, supporting their business across social, email, mobile, and more while giving their sponsoring companies unprecedented data insights into advisors and clients.Gainfully provides a content distribution engine to the financial services industry that enables product manufacturers (asset managers + insurance carriers), broker-dealers and distributors to compliantly support the retail-client facing intermediary (financial advisors and insurance agents) at scale.With Gainfully all US registered (FINRA/SEC/NAIC) financial services professionals have access to a consolidated library of digital resources that they can access, save and distribute to clients and prospects compliantly. We have a laser-like focus on key markets and have a robust inbound funnel of interested organizations.