The company offers an online marketing platform that provides access to thousands of content resources, a library of client resources for sharing, automated social media marketing, and personalized emails to generate leads and referrals. Gainfully is the first open marketing platform for financial services, helping mutual fund and insurance companies connect with advisors and helping advisors get more clients. The platform is SEC/FINRA-compliant, supporting advisors' businesses across social, email, mobile, and more while giving sponsoring companies unprecedented data insights into advisors and clients. Gainfully provides a content distribution engine to the financial services industry, enabling compliant support for the retail-client facing intermediary at scale.