Matt Newman has over 30 years of world expertise rising and reworking companies and fintech companies, with management roles in gross sales, buyer success, product, and engineering
San Diego, CA, February 10, 2026 – FMG, the business chief in advertising automation software program for monetary advisors and advisory companies, at this time introduced the appointment of Matt Newman as Chief Income Officer. Newman will lead Gross sales, Buyer Success and Income Operations, to align the system from a shopper’s first contact to dialog and thru long-term development.
Scaling the Enterprise Income System
FMG operates two go-to-market manufacturers: FMG, serving Wealth Administration companies and Company Revolution, serving Insurance coverage. As AI adjustments how shoppers uncover advisors and brokers, and the way companies help advisor-level development, enterprise companies now have to consolidate distributors, cut back level resolution sprawl and implement unified methods that enable for compliant and safe development with operational self-discipline.
“FMG has reached an essential inflection level as a platform powering natural development for enterprises and their advisors and brokers,” stated Dave Christensen, Chief Government Officer of FMG. “As we glance to our subsequent section, having the fitting methods and alignment in place is essential to sustaining development at scale. Matt’s position strengthens execution throughout your complete income system, constructing on an already sturdy basis throughout the corporate.”
Deep Enterprise Management Expertise
Newman’s expertise and working self-discipline place the agency to additional develop its relationships with mid-to-large RIAs, wirehouses, banks, insurance coverage businesses, and regional and enterprise broker-dealers. He brings greater than 30 years of world expertise rising and reworking companies and fintech companies, with management roles spanning gross sales, buyer success, product, and engineering.
Most just lately, he served as Chief Income Officer at Rumour, main income groups from 2021 by means of the corporate’s acquisition by Yext in 2024. Previous to Rumour, Newman was World Head of Gross sales and a member of the management workforce at Institutional Shareholder Companies (ISS), serving to information the enterprise from its spin-off from MSCI in 2014 by means of its sale to Deutsche Börse in 2021. Earlier than that, he was with RiskMetrics. Throughout his 17-year tenure at these companies, Newman led product, buyer success and gross sales groups.
“I’m excited to affix FMG at a second when enterprise companies are below stress to ship measurable natural development with fewer distributors and a extra related working mannequin,” Newman stated. “AI is elevating expectations for relevance, personalization, and pace, whereas safety and compliance necessities stay excessive. My focus will probably be to align our go-to-market and buyer development system so enterprise companies can equip their advisors and brokers to construct belief, be found, and convert relationships extra persistently.”
FMG is backed by GTCR and is leveraging its help to additional put money into AI platform capabilities, working methods and enterprise readiness to drive development for its clients.
Assembly the Second for Enterprise Natural Progress
Throughout wealth administration, natural development is turning into tougher and requires extra sophistication, funding and sources. As search shifts towards AI-generated solutions, being discovered will more and more rely upon belief indicators, relevance, and constant engagement.
“Immediately, a variety of companies are caught with disconnected workflows that make it tough to measure or enhance natural development,” added Christensen, “They’re additionally below stress to make use of AI to streamline how they have interaction with clients. FMG’s focus is on unifying these methods so development turns into measurable and repeatable, whereas supporting centralized methods and empowering advisors to execute with AI in a compliant means.”
About FMG
FMG is the main all-in-one advertising platform for monetary advisors, insurance coverage professionals, and enterprises, empowering them to scale compliant, client-centric advertising that drives natural development. Trusted by greater than 80,000 advisors who collectively attain over 45 million traders, roughly one in 4 traders in the USA, FMG is persistently ranked primary in market share and buyer satisfaction within the T3 Software program Survey Report and has been acknowledged by WealthManagement.com as Finest Advertising and marketing Automation Platform. By way of its intuitive, centralized platform, FMG allows customers to handle web sites, electronic mail, social media, texting, occasions, blogs, movies, and extra, all from one place. By serving to companies keep forward of evolving developments and implement advertising greatest practices, FMG continues to set the usual for digital advertising within the wealth administration business.
Media Contact
Donald Cutler or Mitch Manning
Haven Tower Group
424 317 4864 or 424 317 4858
dcutler@haventower.com or mmanning@haventower.com
