Financial Services & Investment

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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Expertise

UI Design Usability Testing UX Audit UX Design

We build standards-compliant websites and platforms that are accessible, functional, and work hard for your business.

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Expertise

API Integrations CMS Migration Code Audits Headless & Rest API Multilingual Websites

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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Dedicated Hosting

A secure and scalable hosting architecture built for our clients

Hosting Services

Website Support & Management Retainers

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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Monthly meet-ups for financial services leaders

We run invite-only roundtables for financial services leaders to talk about the global shift they are seeing in the marketing space.

Conversations cover LP and investor communications, thought leadership, and attribution when fundraising and deal cycles run for years.

Community members also receive monthly insights into what other financial services marketing leaders are prioritising.

SoBold’s insights into what is and isn’t working in the marketing space ensures we are well set to help drive design and performance improvements for all our clients.

Our community is made up of leading marketers from firms including CVC, Neuberger Berman, Coller Capital, Davidson Kempner, Redwheel and Mayfair Equity Partners.

Will took the floor at the monthly meetup

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Recent work

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Industry Solution Services

Working with SoBold since: 2022

Transforming Coller Capital's Customer Experience by migrating to a new, more dynamic website.

52%

Year on year increase in total users

52%

Year on year increase in total users

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Working with SoBold since: 2022

'Game-changing' Digital platform for Rede Partners, allowing institutional investors to navigate upcoming funds.

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Uptime

99%

Uptime

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FAQs about our work with our clients in the Financial Services & Investment industry

Get in touch with Will for more answers.

020 3137 8596 hello@soboldltd.com

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

Websites and platforms for global financial services institutions

A trusted digital partner for global investment firms’ websites and financial platforms.