FMG has appointed Matt Newman as Chief Revenue Officer as the company looks to accelerate enterprise expansion across wealth management and insurance markets.
Newman will oversee Sales, Customer Success and Revenue Operations, with a mandate to align FMG’s revenue system from initial client engagement through long-term growth. The company said the move comes at a pivotal moment as enterprise firms seek to consolidate vendors, reduce point-solution sprawl and implement unified, compliant systems amid rapid advances in artificial intelligence.
FMG operates two go-to-market brands: FMG, serving wealth management firms, and Agency Revolution, serving insurance. As AI reshapes how clients discover advisors and agents, and how firms enable advisor-level growth, enterprises are increasingly focused on secure, centralized platforms that support scalable and measurable organic growth.
Chief Executive Officer Dave Christensen said the company has reached an inflection point as a platform powering enterprise-level organic growth. He noted that strengthening execution across the full revenue system will be critical to sustaining growth at scale.
Newman brings more than 30 years of global experience growing and transforming services and fintech businesses. Most recently, he served as Chief Revenue Officer at Hearsay, where he led revenue teams through the company’s acquisition by Yext in 2024. Prior to that, he was Global Head of Sales and a leadership team member at Institutional Shareholder Services, helping guide the business from its spin-off from MSCI in 2014 through its sale to Deutsche Börse in 2021. Earlier in his career, he spent 17 years at RiskMetrics, leading product, customer success and sales teams.
FMG said Newman’s enterprise experience positions the firm to deepen relationships with mid-to-large registered investment advisors, wirehouses, banks, insurance agencies and regional and enterprise broker-dealers.
Backed by private equity firm GTCR, FMG is investing in AI platform capabilities, operating systems and enterprise readiness initiatives aimed at helping firms unify workflows and drive compliant, repeatable growth. The company said that as search increasingly shifts toward AI-generated answers, firms must focus on trust signals, relevance and consistent engagement to remain discoverable.
Founded as an all-in-one marketing platform for financial advisors, insurance professionals and enterprises, FMG serves more than 80,000 advisors who collectively reach over 45 million investors in the United States. The company has consistently ranked first in market share and customer satisfaction in the T3 Software Survey Report and has been recognized by WealthManagement.com as Best Marketing Automation Platform.
KEY QUOTES
“FMG has reached an important inflection point as a platform powering organic growth for enterprises and their advisors and agents. As we look to our next phase, having the right systems and alignment in place is critical to sustaining growth at scale. Matt’s role strengthens execution across the entire revenue system, building on an already strong foundation across the company. Today, a lot of firms are stuck with disconnected workflows that make it difficult to measure or improve organic growth. They’re also under pressure to use AI to streamline how they engage with customers. FMG’s focus is on unifying those systems so growth becomes measurable and repeatable, while supporting centralized strategies and empowering advisors to execute with AI in a compliant way.”
Dave Christensen, Chief Executive Officer, FMG
“I’m excited to join FMG at a moment when enterprise firms are under pressure to deliver measurable organic growth with fewer vendors and a more connected operating model. AI is raising expectations for relevance, personalization, and speed, while security and compliance requirements remain high. My focus will be to align our go-to-market and customer growth system so enterprise firms can equip their advisors and agents to build trust, be discovered, and convert relationships more consistently.”
Matt Newman, Chief Revenue Officer, FMG
