Websites and platforms for global financial services institutions
We design and build scalable digital platforms that help investment firms raise capital and communicate with confidence.
Working with leading investment firms
A trusted digital partner for global investment firms’ websites and financial platforms.
We work with private equity, venture capital and secondary market firms to deliver digital platforms that reflect the quality and ambition of their businesses.
From website design and development to secure portals and ongoing management, our work supports fundraising, portfolio communications and long-term growth. Trusted by investment firms across the UK and US, we understand the demands of operating in highly scrutinised, global markets.
For many of our clients, the website is the first point of due diligence. How it performs and how credible it looks often shapes a decision before anyone reads a word, so we build with that in mind. Deployment schedules work around closed periods and other listed-company restrictions, pen testing is accommodated ahead of launch, and we build investor portals and gated content where LP access or deal flow needs it. Because these projects usually involve both marketing and IT stakeholders, we make both part of the process from the start.
What financial services work demands
Security and data protection
Security is an underlying principle on every build, and it gets extra weight where a platform holds sensitive user or financial-product data. Our development team treats this as standard practice, not an add-on.
GDPR and FCA-aware compliance
Every site is built GDPR compliant, with consent set up correctly from the start and built with your FCA considerations in mind, working alongside your own compliance and legal teams.
Listed-company deployment experience
We’re familiar with the restrictions that come with being a listed company. Deployment and content-update processes are built to work in accordance with your financial calendar, including closed periods.
Performance and uptime for due diligence
Your site is often the first due-diligence touchpoint for an LP or investor. Uptime for business-critical platforms is agreed as a contractual SLA, so performance holds up when it matters most.
Investor portals and gated content
We build investor portals and gated content for LP access and deal flow, with performance built in from the start since these tools are used to make real decisions.
Pen testing before launch
Pen testing is accommodated pre-launch, either through your preferred security partner or one of our recommended third parties. Our data centre team runs a collaborative fix cycle to close out any findings before go-live.
Services for financial services clients
We turn research into results, designing enterprise websites and platforms that reduce friction, increase engagement, and give your users what they actually need.
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We build standards-compliant websites and platforms that are accessible, functional, and work hard for your business.
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With deep technical expertise, our SEO specialists will optimise your website and build your organic footprint.
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Providing our clients with AI consultancy, bespoke development, and training.
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SoBold helps clients implement and manage a tailored Cookie Consent Management system across their websites.
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With a commitment to security and reliability, we offer a 99.9% uptime benchmark.
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Our website management packages are designed to proactively drive your project forward and capitalise on market opportunity. They help you both Maintain and Scale.
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Recent work
Working with SoBold since: 2022
Transforming Coller Capital's Customer Experience by migrating to a new, more dynamic website.
Working with SoBold since: 2022
'Game-changing' Digital platform for Rede Partners, allowing institutional investors to navigate upcoming funds.
Testimonials
The SoBold team have been a real pleasure to work with and have successfully made our vision a reality. Originally conceived as a game-changer within our industry, we are thrilled with the outcome of RedeWire and have had several clients highlight how intuitive and easy to use the platform is.
Gabrielle Joseph
Managing Director
FAQs about our work with our clients in the Financial Services & Investment industry
Get in touch with Will for more answers.
Yes, we build platforms for private equity, venture capital, and financial services clients with FCA considerations built in from the start, working alongside your own compliance and legal teams throughout to align to your specific regulatory requirements.
We build deployment and content-update processes around your regulatory calendar, including closed periods, so releases go out without conflicting with listed-company restrictions.
Yes, we build investor portals and gated content for LP access and deal flow, the same kind of secure platforms we’ve delivered for private equity clients raising capital and managing portfolio communications.
Yes, pen testing is accommodated before launch, either through your preferred security partner or one of our recommended third parties, with a collaborative fix cycle to close out any findings before go-live.
Uptime for business-critical investment platforms is agreed as a contractual SLA of 99.9%, with hosting built to support the demands of platforms your investors and portfolio companies rely on.
Every financial services project serves two stakeholders with different priorities. We run a single process that speaks to both, covering the brand and content requirements marketing teams care about alongside the security, integration, and infrastructure requirements IT teams need signed off.
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Work with our team to build and scale your bespoke requirements.
Once you submit the form one of our team will contact you to set up a meeting to clarify your requirements and build a quote.
Working with leading b2b clients
