FMT Solutions
Educational Marketing Systems for Fiduciary Investment Advisors. Tried, tested and trusted for over 20 years.
27 employees · est. 2001 · Beaverton, United States
Fragasso Financial Advisors
We guide. For life.® Investment advice offered by investment advisor representatives through Fragasso Financial Advisors
42 employees · est. 1972 · Pittsburgh, United States
Fragasso Financial Advisors is the older company (2001 vs 1972).
Side-by-Side Comparison
| Metric | FMT Solutions | Fragasso Financial Advisors |
|---|---|---|
| Founded | ||
| Founded | 2001 | 1972 older |
| Headquarters | ||
| Headquarters | Beaverton, United States | Pittsburgh, United States |
| Employees | ||
| Employees | 27 | 42 |
| Industry | ||
| Industry | Financial Services, Information Technology | Finance, Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Advisor Marketing, Digital Marketing For Financial Advisors, Fiduciary Investment Advisors, Financial Education Courses, Wealth Management Training, RIA Marketing Plan, Retirement Planning Guide, Financial Seminar Hosting, Client Acquisition, AUM Growth, Conversion Coaching, Marketing Strategy For Investment Products | Investment Management, Financial Planning, Retirement Planning, Estate Planning, Long-term Care Planning, Nonprofit Asset Management, Retirement Plan Advisors, Fee-based Investment Management, Pittsburgh-based Firm, Employee-owned Firm, Registered Investment Advisor, SIPC Member, SEC Registered |
| Website | ||
| Website | fmtsolutions.com | fragassoadvisors.com |
About FMT Solutions
FMT Solutions is a company specializing in educational marketing systems for fiduciary investment advisors. With a tagline of "Tried, tested and trusted for over 20 years," the company has been on a mission to help fiduciary advisors enhance the financial well-being of individuals and families since...
About Fragasso Financial Advisors
Fragasso Financial Advisors is a Pittsburgh PA-based, employee-owned financial planning and investment management firm. With a founding year of 1972, the company primarily focuses on fee-based investment management and serves a diverse client base including individuals, families, business owners, co...
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at FMT Solutions on 17 Nov 2024, and Fragasso Financial Advisors on 13 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
