The latest thoughts on the industry and our company

Exam Priorities: How Gainfully Can Help You

A new year – and new exam priorities! The SEC and FINRA have released their 2018 exam priorities, which highlight principal risk and anticipated exam focus areas. We are here to help support your compliance efforts as you prepare for your next exam. Record Retention (SEA Rule 17a-3 and Rule 17a-4) Compliance with record retention requirements […]

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Launching Presence™ Broadcast

When we announced Gainfully Presence we declared our vision to help advice happen at every level of the value chain more efficiently. That includes the ability of financial professionals to efficiently uncover the best resources for them and their clients from their partners in the home office, asset management, and insurance carrier spaces. With that […]

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Bhargav Shivarthy Joins as V.P. Market Development, Opens NYC Office

We’re thrilled to welcome Bhargav Shivarthy to the Gainfully team as Vice President of Market Development. An investment, fintech, and startup veteran, Bhargav will be spearheading Gainfully’s growth in the asset management, insurance, and fintech/insurtech markets. Bhargav has spent over a decade working in the financial services industry, starting his career as a Private Banker […]

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Stifel Deploys Gainfully Across Enterprise

San Francisco, Calif., March 12, 2018 – Gainfully, Inc. today announced the Gainfully platform is expanding to include Stifel and Stifel advisors. The Gainfully experience curates content from Stifel and Stifel partners in a single app, making it easy for Stifel’s over 500 advisors to source, aggregate and share meaningful content to increase social media […]

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Gainfully & Allianz Life Ventures Announce Funding

SAN FRANCISCO, February 28, 2018 – Gainfully, Inc., today announced the participation of Allianz Life Ventures in its latest $2.5M financing round. Gainfully will use the funds to significantly grow its institutional business development and customer success teams supporting the expansion of Gainfully’s B2B experience platform that spans the financial services and insurance industries. The […]

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Announcing Gainfully Presence™

Gainfully is excited to announce Gainfully Presence, an integrated communications platform for financial professionals and the broader financial services industry. Presence is the first of its kind: a channel- and device-agnostic, FINRA and SEC compliance-enabled communications platform. With the proliferation of FinTech and InsurTech tools, many firms experience a fragmentation in their client experience. The […]

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Webinar: Optimize Multi-Channel Marketing

Insurance and Asset Management Marketing Professionals, Register Today Gainfully is excited to announce a webinar with our partners at Denim with a focus on supporting and growing the agent and advisor model.

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Big Sharing Improvements

With this release, we’re bringing significantly more flexibility to social media sharing for all users. Keep reading for all the details! Unique Queues & Custom Schedules Each social media channel will now have a separate queue, allowing end users to schedule posts at a specific day and time. This replaces the auto-sharing feature completely. New: […]

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LPL Financial Deploys Gainfully Across Enterprise

San Francisco, Calif., November 28, 2017 – Gainfully, Inc. today announced the Gainfully platform is now available to all eligible LPL Financial advisors. The Gainfully experience curates social media content from LPL, LPL Research and LPL sponsor content in a single app, making it easy for LPL’s more than 14,000 advisors to source, aggregate and […]

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Product Updates: November 2017

What’s different? As a Gainfully user, you can now add content to your Queue directly from a content card. This means you no longer have to save content and navigate to your Library before adding it to your Queue. Should I still use my Library? Yes! Your Library still functions as a private space for […]

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