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Snappy Kraken

Snappy Kraken

Private
Ormond Beach, FloridaEnterprise Softwarehttps://snappykraken.com/

Last Round

Series A

Apr 13, 2021

Total Funding Raised

$10.6M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Snappy Kraken is a marketing and information services company that provides an AI-powered marketing automation platform designed for financial advisors.

Sector

Enterprise Software

Verticals

Marketing, Wealth Management, Vertical SaaS, NLP & Conversational AI, Compliance

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

marketing automationfinancial advisor marketingwealth management softwarevertical SaaScompliant marketingfintech marketinglead generationemail marketingsocial media automationRIA marketingadvisor techmartechregistered investment advisorRIAAI marketing assistant

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Caplight Momentum Score

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Snappy Kraken Comparables

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Snappy Kraken comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
FMG Suite
87%
FINNY AI
86%
VastAssembly
81%

Snappy Kraken Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AApr 13, 2021
SeedAug 13, 2019
AcceleratorMar 16, 2018
Series AOct 11, 2017

Key People

Founding team and executive leadership

Robert J. Sofia

Cofounder, Chairman & CEO

Founding Team

Scott Hollingsworth

Chief Financial Officer

Executive Team

Snappy Kraken Investors

Notable investors and investment history

Snappy Kraken investors
InvestorRounds
Flyover CapitalSeed, Series A
FINTOP CapitalSeries A
1248 HoldingsSeed, Series A
ScratchWorksAccelerator, Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 18, 2026

    Monthly visitors grew 92% MoM, reaching 12.9K.

  • Mar 13, 2026

    Launched "Run Advisor Marketing as a System" with new workflows.

Snappy Kraken Filings

SEC and related filings with document metadata.

Data table
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Snappy Kraken Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Snappy Kraken's valuation, stock price, and market status.

Firmographic Details

HeadquartersOrmond Beach, Florida
Employee Range95
Year Founded2016
Last FundingApr 13, 2021

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