# Gainfully

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/gainfully

- Industry: Internet
- Headquarters: San Francisco, US
- Website: www.gainful.ly
- Total disclosed funding: $6.5M
- Latest round: Series A (Apr 9, 2019)
- Investors on record: 4

## About

Gainfully, Inc. is a US-based financial services sales enablement platform that enhances B2B and B2C sales engagements through technology-driven solutions, facilitating efficient communication and resource sharing among financial institutions and their agents.Founded in 2015 and headquartered in San Francisco, US, Gainfully, Inc. operates a platform designed for financial services sales enablement. The company has been involved in 3 deals, with the most recent deal on October 13, 2021, when it was acquired by White Glove, a portfolio company of Rockbridge Growth Equity. The acquisition aims to bolster Gainfully's product offerings and customer support capabilities. The founders, Cameron Nordholm and Heather Traber, are also known for their leadership roles within the company, with Cameron Nordholm serving as the CEO. Gainfully raised a total of USD 5.50 mn, with the latest funding being a Series A round led by IA Capital Group.Gainfully offers a comprehensive financial services sales enablement platform designed to facilitate B2B and B2C sales engagement through app, email, and social media channels. Its core product is centered around compliant content publishing, enabling organizations reliant on agents and advisors to distribute marketing, sales, and internal resources efficiently. Gainfully's platform features robust segmentation capabilities, ensuring that marketing and sales materials reach the appropriate broker-dealers, advisors, agents, or branches at optimal times. The user experience is enhanced through powerful campaigning tools paired with a persistent inbox for industry professionals, streamlining communication and resource sharing. Gainfully primarily serves financial services firms in North America, empowering their sales forces and enhancing advisors' capabilities through tools that simplify the marketing and selling processes.Gainfully’s revenue model is structured around subscription services that provide clients access to its sales enablement platform. Clients, including financial institutions and their associated agents and advisors, engage in transactions through annual or monthly subscriptions, granting them access to tools designed for sales and marketing efficiency. The platform supports both B2B and B2C transactions, enabling firms to empower their sales teams while monitoring engagement and effectiveness. Specific pricing details for individual services are internal to the company; however, clients benefit from a scalable pricing structure based on the breadth of services utilized. The platform's flagship offerings facilitate seamless communication and resource distribution, further solidifying the value proposition for Gainfully's clientele in the financial services sector.Gainfully plans to enhance its platform following its acquisition by White Glove in October 2021. The integration will focus on improving products, customer success, and support teams. While specific upcoming product launches have not been detailed, the recent acquisition is expected to facilitate growth in product offerings and customer service. Gainfully may expand its market presence, particularly in North America, leveraging the resources from the acquisition to enhance its operations. The utilization of the recent funding will primarily focus on product improvement and enhancing customer support to better serve its client base.

## Funding rounds

- Series A, Apr 9, 2019, $5.5M — IA Capital Group, Zetta Life Insurance, MassMutual Ventures, ManchesterStory
- Seed, Oct 12, 2017, $1M — MassMutual Ventures

## Investors

- MassMutual Ventures (https://capitalatlas.ai/funds/massmutual-ventures) — Seed, Series A
- IA Capital Group (https://capitalatlas.ai/funds/ia-capital-group) — Series A
- Zetta Life Insurance — Series A
- ManchesterStory (https://capitalatlas.ai/funds/manchesterstory) — Series A