10 Best Email Marketing Tools for Financial Advisors 2025
By Tazmeen
Email marketing serves as your direct channel to clients, transforming complex guidance into simple insights that keep your practice top-of-mind during critical financial decisions. Rather than blasting promotions, it's about delivering value that strengthens relationships between meetings.
The right tools transform this from a time-consuming task into a scalable growth system. Here are the essential email marketing platforms every financial advisor should consider in 2025.
The Benefits of Email Marketing for Financial Advisors
Strengthen client relations: 79% of clients surveyed like to hear from their financial advisor occasionally to frequently. Consistent communications via email keep you at the forefront of the minds of clients - making you available and approachable.
Create expert positioning: About 60% of clients point to financial expertise as the most important quality they look for in a financial advisor. Using email as your channel allows you to engage and demonstrate your expertise through educational content, market analysis, and timely regulatory updates.
Achieve cost efficiency: Financial advisors incur a staggering average cost of $3,119 to acquire a client. The automation capabilities of email marketing allow financial advisors to customize messages for segmented audiences at low cost and scale.
Deliver value to those clients: 54% of clients want personalized advice that is tailored to their unique goals and needs. Email marketing provides you with the ability to segment your audience and deliver content based on those needs.
Top Email Marketing Tools for Financial Advisors
Here are the top 10 email marketing tools specifically designed for financial advisors that could help you deliver results.
1. Mailmodo
Mailmodo is an AI-powered email marketing software that helps you create, automate, and optimize campaigns effortlessly. From planning strategy to writing copy and building journeys, Mailmodo’s AI Agents handle it all with no technical expertise needed. It’s the fastest way to send smart, interactive, and high-performing emails.
Key Features
AI Email Assistant: Start your email marketing journey with AI. Get campaign strategies, subject lines, and contextual copy suggestions by simply chatting with Mailmodo’s AI Agents.
AI-Powered Email Builder: Design polished, on-brand emails in seconds. Generate complete email layouts or remix existing ones, change fonts, colors, or content instantly using AI commands.
Drag-and-Drop Editor: Use the drag-and-drop and WYSIWYG editor to customize emails exactly how you want. Preview them live to ensure design consistency and quality before sending.
AMP & Interactive Emails: Create dynamic, app-like experiences directly inside emails from forms and polls to surveys and product showcases, driving higher engagement and conversions.
Best for: Advisors leveraging AI to create interactive email campaigns. Easily embed booking forms and quizzes to boost engagement and conversions.
Pricing: Mailmodo pricing starts at $39/month and can go up to $14.
2. ActiveCampaign
ActiveCampaign combines sophisticated marketing automation with powerful client relationship management (CRM) capabilities, making it ideal for financial advisors who need automation to think through complex sequences of client communication, while sustaining a personal element.
Key Features
Robust Marketing Automation: This is important when scaling personalized, one-on-one communication.
CRM Capabilities: Included CRM features offer enhanced client data management, portfolio management as well, which is only offered as a paid add-on starting at around $50/month.
Good Deliverability: ActiveCampaign provides a strong delivery rate for your email to get important financial messaging through to your clients.
Best for: Advisors needing robust automations, yet continuing to personalize their client communications.
Pricing: The Starter plan starts at $19/month; crm components are an add-on at around $50/month
3. GetResponse
GetResponse provides a full-featured tool, especially useful for financial advisors, for example, hosting webinars, a built-in CRM, and advanced automation capabilities - all in one tool.
Key Features
Webinar Hosting: This is especially valuable because attendance rates for financial webinars average 61%, compared to the cross-sector average of 46%.
AI Tools: AI email generators, AI campaign creators, and AI writing assistants help you to quickly create professional content for emails and newsletters.
Segments: Advanced list automation and segmentation allow you to send very relevant emails to different segments of your client list.
Best for: Financial Advisors who want all-in-one software and want the capabilities of webinars and CRM.
Pricing: Starts at $19 per month, $59/month for full automation capabilities.
4. HubSpot
HubSpot shines in its ability to connect email marketing with a strong CRM, making it a great option for financial advisors who need a single view of clients’ interactions and communications.
Key Features
CRM/Marketing Integration: HubSpot’s CRM allows advisors to create automated, segmented emails to engage leads, acknowledge, and further strengthen the relationship with clients based on their entire history of interactions.
AI Email Writer: This built-in assistant helps financial advisors, who are new to email marketing and creating, do that too, but quickly, and therefore put less effort into creating the campaign.
Lead Capture Automation: HubSpot automates the capturing of lead information when the prospect completes a subscription form and sends the personalized follow-up email immediately.
Best for: Advisors who want email marketing and CRM tied tightly together.
Pricing: Marketing Hub begins at $20/seat/month, but some advanced features and seats would increase the price.
5. Brevo (previously placed as Sendinblue)
Brevo makes for a very economical email marketing platform that includes fairly sophisticated automation capabilities, making Brevo a solid choice for smaller advisory practices or those just starting with email marketing.
Key Features
Comprehensive Automation: Robust advanced workflow automation with visual editors, segmentation options, and dynamic lists that aid in composing personalized communication sequences to clients.
Multi-Channel: Beyond email, the Brevo platform supports SMS marketing and transactional emails, allowing you to reach clients on their favorite channel.
Free Plan Available: Brevo stands out from many competitors with a free plan for unlimited contacts, albeit with daily sending limits. This is especially suited to advisors who manage smaller lists.
Best for: Small to medium-sized practices that want economic automation.
Pricing: Free plan available with limitations; paid plans start at $25 per month with enhanced options.
6. MailerLite
MailerLite focuses strongly on the aspects of simplicity and affordability, featuring an intuitive interface loaded with surprisingly advanced features, and is priced at a level that is ideal for budget-conscious financial advisors.
Key Features
Easy to Use: Drag-and-drop editors, automation builders, and templates are super easy to use and create professional emails, even if you've never used email marketing before.
Scope of Features: Features include landing pages, pop-ups, surveys, and automation; all features are available in the lower-tier platforms, unlike other email providers that only reserve these features for their premium tiers.
Predictable pricing: Annually, the mailing program offers a free plan with a 12,000 limit on monthly emails to 1000 subscribers, and there's predictable pricing without hidden fees.
Best for: Financial advisors who want advanced features but are on a budget.
Pricing: Free Plan and paid plans start at $10 per month based on total subscriber count.
7. Constant Contact
Constant Contact offers a well-featured platform with many templates and many integrations, meaning it’s a great platform for financial advisors who need more than just email marketing and want comprehensive marketing capabilities.
Key Features
Professional templates: Hundreds of professionally designed templates can be accessed and personalized, allowing financial advisors to keep a consistent brand identity across all client communications.
Multi-channel marketing: In addition to email, Constant Contact has social media posting, digital ads, and event management capabilities.
List management tools: Powerful segmentation and contact management tools help keep clients organized by life stage, financial goals, or engagement level for messaging.
Best for: Advisors looking for a full marketing solution, beyond email
Pricing: Plans start at $12/month and include a free trial.
8. Moosend
Moosend has robust automation capabilities and is e-commerce integrated, though financial advisors can use this for client onboarding sequences, educational series, and referral campaigns.
Key Features
Marketing Automation: Develop advanced automated workflows for client onboarding, educational series, and referral requests without having the technical expertise to develop complex workflows.
Audience Segmentation: Many advanced segmentation options to group subscribers based on their characteristics and preferences, allowing you to generate unique financial content for them.
Lead Capture Tools: Custom subscription pitch forms and landing page templates to create leads for your financial expertise.
Best for: Advisors who are focused on creating automated client onboarding sequences.
Pricing: Reasonable cost with a free trial; paid plans are relative to list size.
9. AWeber
AWeber is recognized for its reliability and user-friendly interface, making it a simple email marketing solution that is ideal for financial advisors wanting simplicity and ease of use without losing essential features.
Key Features
AI Content Creation: Use AI writing tools to create financial content quickly, especially helpful for advisors who aren’t natural writers.
Automation Features: Create an automated follow-up series, a welcome series for new subscribers, and behavior-based triggers based on valuable engagement with clients.
List Management: Straightforward tools for organizing, segmenting, and growing your subscriber list while maintaining compliance with anti-spam laws
Best for: Advisors who want a simple-to-use platform and reliable deliverability.
Pricing: Plans start at $12.50/month and include a free plan for up to 500 subscribers.
10. Benchmark Email
Benchmark Email is all about speed and simplicity, letting financial advisors create engaging professional emails at speed. Benchmark Email has an intuitive drag-and-drop editor and real-time reporting and analytics so advisors can send emails and see results instantly.
Key features
Email Creation at Speed: Quickly create a professional email in a matter of minutes with the drag-and-drop editor and template system--this saves time!
Real Time Analytics: See engagement metrics in real time with a live activity feed that shows who is opening and clicking on emails immediately.
Smart Content Suggestions: AI-powered tools offer real-time suggestions about improving subject lines, email copy, and the effectiveness of overall content.
Best for: Advisors who want to create a professional email in as little effort as possible, and send at speed.
Pricing: A free plan is available. Paid plans start at $13.50/month, depending on the size of the list.
Final Thoughts
Choosing the appropriate email marketing platform is not simply a software subscription; it's an investment in your financial advisory practice that can efficiently and predictably reinforce client relations, showcase your perspectives, and lead to sustainable developments.
Each tool has its own strengths, but each can support improving your communication with clients and prospects. Choosing the platform that is right for you depends on your communication style, your clients, and your business objectives.