Robert Sofia

Robert Sofia

Snappy Kraken

As a MarTech entrepreneur and marketing consultant, Robert Sofia has served over 1,000 companies since 2005. His list of clients includes solo advisers, ensembles, RIAs, family offices, BDs, GAs, BGAs, custodians, investment companies and insurance companies. On average, for the past 13 years, Robert's work has driven annual growth of over 600% per year for the organizations he has operated or supported.

Robert has received numerous awards for his work including the INC 500, INC 5000, Agency 100, Power 30 Under 30, and others. Robert’s company, Snappy Kraken (, took first place in the FinTech Startup Competition hosted by the XY Planning Network in September 2016.

Robert has authored three books — two of which were best-sellers — and written about marketing for many national publications and financial industry journals including Forbes, INC Magazine, The Wall Street Journal, FOX Business, The Huffington Post, Business Insider, Investment News, Financial Planning, Wealth Management, ThinkAdvisor, Investment Advisor, Registered Rep, and many more.

Robert is an award-winning public speaker who has keynoted conferences for world-renowned companies including Ford Motor, Adobe, TD Ameritrade and Prudential.