Services · Website development · Financial services websites

Chicago financial firm websites that respect Illinois law and win the first meeting.

Codeeo offers financial services website development in Chicago for wealth managers, trading and futures firms, commercial lenders, insurance brokers and accounting practices. We build websites that explain what you do in plain English, turn visitors into booked consultations and stay inside the rules that apply in Illinois, from the Biometric Information Privacy Act to the advertising standards of the SEC, FINRA and the National Futures Association. Your team edits the site; your compliance staff approve it before anything goes live.

Chicago's financial economy is broad: markets and clearing on LaSalle Street, advisory firms in the Loop and River North, insurance and lending across the suburbs. A good website reflects which part of that world you belong to and speaks to the clients you actually serve.

Built for
Chicago advisory, trading, lending, insurance and accounting firms serving clients in Illinois and neighboring states.
Typical timeline
Agreed in writing once discovery and your compliance review process are mapped, then delivered in staged releases you approve.
What you own
All code, templates, CMS content, domains, hosting and analytics, registered to your Chicago firm.
Rated
4.7 / 5 from 23 Google reviews

200+ companies across the US and the UAEFrom a first store to a listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

What we build

Website features Chicago financial clients notice, and regulators check.

A Chicago family deciding between two wealth managers, a Naperville business owner comparing equipment lenders and a proprietary trading desk vetting a futures broker all start in the same place: your website. Each wants different proof. The family looks for credentials, fee clarity and a person they can picture meeting. The business owner wants terms and a fast answer. The trader wants regulatory standing and operational detail.

We design for the audience that pays your bills, and we treat the site as regulated communication from day one. Illinois has no general consumer privacy statute yet, but it has some of the strictest specific rules in the country on biometrics and recorded conversations, and those affect features many firms now want. The other pressure is reputation: in a city where referrals still drive much of the business, a dated or slow site quietly undoes a warm introduction. These are the capabilities we build most often for Chicago firms.

Explain your project
  • Practice pages written for Chicago clients

    Service pages for retirement planning, executive compensation, business succession, commercial lending or risk management, each answering the questions local clients ask: who you work with, how you are paid and what the first meeting involves. Profiles show credentials, licenses and where each adviser is registered. Neighboring Indiana and Wisconsin clients are common for Chicago firms, so profiles also list the other states each adviser can serve.

    Prospects arrive at the first meeting already understanding your fee model.

  • Futures and derivatives disclosures

    For introducing brokers, commodity trading advisors and other NFA members, promotional pages built with the risk statements and performance presentation that NFA Compliance Rule 2-29 expects, alongside NFA BASIC references and CFTC registration details where your firm is required to show them. Where performance appears, we present it with the periods, fees and hypothetical labels your compliance staff specify.

    Trading firm websites that read clearly without inviting an NFA finding.

  • Identity checks without BIPA exposure

    If onboarding forms use a selfie or face match to verify identity, the Illinois Biometric Information Privacy Act requires a written policy, informed written consent and a retention schedule before any scan. We build the notice and consent steps into the flow and choose vendors who can support them.

    Digital onboarding that does not create a class action risk.

  • Chat and call features with all party consent

    Illinois eavesdropping law generally requires consent from everyone in a private conversation before recording. Live chat transcripts and click to call features get clear notices before the conversation starts, and recordings are only switched on where consent has been captured.

    Client conversations kept on record lawfully, not by accident.

  • Spanish and Polish language pages

    Chicago has large Spanish and Polish speaking communities, and many family businesses run in those languages. We build translated sections that are properly structured for search, with professionally reviewed financial terminology and disclosures in the same language as the offer.

    Bilingual clients find you in the language they think about money in.

  • Consultation booking and intake

    Booking for video or Chicago office meetings tied to each adviser's calendar, with short intake questions about goals and assets so the first conversation is productive. Sensitive details are collected later inside your secure client systems, not on the public site. Reminders go out by email, and by text only where the client has opted in.

    Fewer phone tag cycles before a first meeting is set.

  • Breach readiness under Illinois PIPA

    Hosting, logging and form handling designed so that if a vendor incident occurs, you can tell quickly what personal information was exposed and meet the notification duties of the Illinois Personal Information Protection Act and federal rules that apply to your firm.

    If something goes wrong, you know the facts within hours.

  • Neighborhood and suburban office pages

    Location pages for offices in the Loop, Oak Brook, Schaumburg, Naperville or Evanston, each with accurate contact details, parking and transit notes, structured data and the advisers based there. They support local search without duplicating copy across offices.

    Local searches in each suburb lead to the right office.

  • Insights hub for market commentary

    A publishing area for market notes, tax season guides and planning articles, with categories, authors, approval states and an archive of every published version so commentary can be produced to an examiner years later. Authors draft, compliance approves, and scheduled posts publish themselves at the time you choose.

    Thought leadership your team can publish weekly without compliance anxiety.

  • Accessible, fast pages for every client

    Templates built and tested to WCAG 2.2 AA so screen readers, keyboard users and clients with low vision can read your disclosures and book a meeting. Pages are kept light enough to load quickly on a phone during a commute on the L, which also helps your Core Web Vitals and search visibility.

    An ADA conscious site that feels quick on any device.

Who this is for

Chicago firms we are a good match for.

We are a strong fit when your website has to do serious work: earn trust from a sophisticated audience and satisfy a regulator in the same paragraph. Chicago firms tend to have long client relationships and high expectations, so the site must look established and current without claiming more than you can document. We also bring the discipline of building for regulated firms in several markets, which shows in how we document decisions. If you mainly need a one page brochure, a template may serve you better. If you need structure, compliance controls and real lead flow, read on.

01

Independent wealth managers in the Loop and North Shore

Advisory firms that left a wirehouse or bank and now run their own registered adviser. They need a site that shows independence, explains fiduciary duty and fees clearly, and makes each adviser approachable. Smaller firms registered with the Illinois Secretary of State Securities Department follow state rules on advertising; larger ones answer to the SEC. We configure disclosures to whichever applies. Profiles stay warm and personal, because clients in Chicago still hire a person, not a logo.

If you expect to cross the SEC registration threshold soon, we design for both.

02

Futures, options and trading firms near LaSalle Street

Introducing brokers, CTAs and trading technology firms whose clients are professionals. These sites need precise language, current registration information and careful performance presentation. Visitors judge you on detail and speed, so we keep pages fast, technical and free of marketing fluff. Pages for institutional and retail audiences are kept apart so each sees the right disclosures.

03

Commercial and specialty lenders across Chicagoland

Equipment finance, SBA, real estate bridge and working capital lenders serving businesses from the city to the collar counties. They need product pages with clear eligibility, inquiry forms that capture what underwriting needs first, and license details where the Illinois Department of Financial and Professional Regulation requires them.

Commercial lending rules differ from consumer lending; we confirm with your counsel which disclosures your products carry.

04

Insurance brokers and CPA firms adding advisory work

Agencies and accounting practices that now offer financial planning or investment advice alongside their core service. The website must keep the services distinct, show the right registrations for each and route enquiries to the licensed person. We structure the site so each business line stands on its own. Tax season content can run on its own calendar without touching regulated advisory pages.

How a Chicago website project runs.

  1. 01Discovery by video callWe interview partners, compliance and marketing to learn your clients, your regulators, your Illinois specific obligations and the enquiries you want more of.
  2. 02Content and compliance planEvery page type is listed with its owner, its required disclosures and its approval route, so writing and review run in parallel rather than one after the other.
  3. 03Design in your brandLayouts that suit a Chicago firm's tone, from understated to modern, with accessible color contrast and type built for older readers as well as younger ones.
  4. 04Build and connectCMS, booking, CRM routing, consent banners, translations and archive set up on a staging site where your team can click through every page.
  5. 05Review, test and launchCompliance signs off staging, we test accessibility, speed and forms, migrate content and redirects, and switch over with monitoring active.
  6. 06Support after launchSecurity updates, new adviser profiles, seasonal content and new features handled on a retainer, with response times agreed in your contract.

Technology

What we build this with.

WordPress or a headless CMS such as Strapi with a Next.js front end, depending on how many people edit and how much integration you need. Hosting includes backups, logging and multifactor access, documented for your vendor review. Integrations include your CRM, scheduling tool, custodian links and consent platform.

01Web

  • React
  • Next.js
  • TypeScript
  • Node.js
  • Laravel
  • WordPress

02Commerce

  • Shopify Plus
  • WooCommerce
  • BigCommerce
  • Headless storefronts

03Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

04Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

Questions Chicago financial firms ask us.

It depends on scope and how quickly your compliance review runs.

A firm with a handful of advisers and clear disclosures moves faster than a multi office practice merging several legacy sites. The main variables are page count, translations, integrations and the number of review rounds your compliance team needs. We agree a schedule in writing after discovery, with release points you can plan around. Preparing adviser bios, headshots and disclosure text early is the single best way to keep the launch on schedule.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews