Services · Website development · Financial services websites
Codeeo delivers financial services website development in New York for investment managers, family offices, broker dealers, small business lenders and insurance brokers from Midtown and Lower Manhattan to Brooklyn, Long Island and Westchester. We build websites that present your firm with the precision New York clients expect while respecting the state's specific rules: the Department of Financial Services cybersecurity regulation, the SHIELD Act, the Commercial Finance Disclosure Law, and federal limits on how private funds and advisers may market themselves.
In New York, the website is often checked twice before anyone calls: once by the prospect and once by their lawyer, consultant or allocator. It needs to stand up to both readings.
200+ companies across the US and the UAEFrom a first store to a listed developer
What we deliver
New York financial firms work under more layers of oversight than most. A firm licensed or chartered by the Department of Financial Services must run a cybersecurity program under 23 NYCRR Part 500, and that program reaches its vendors, including whoever builds and hosts the website. A private fund manager must decide whether it is allowed to market publicly at all. A small business lender must give state prescribed disclosures when it makes a financing offer to a New York recipient.
Clients are equally exacting. Institutional allocators, founders after an exit and multigenerational families expect a website that is quiet, credible and current, with no hype and no broken details. We plan the site so the regulatory structure is invisible to visitors and obvious to examiners. Many New York firms also answer to regulators in New Jersey and Connecticut because staff and clients live across the region, so disclosures are built to cover more than one state. These are the capabilities we build most often for New York firms.
If your firm is a DFS covered entity, we answer your third party service provider questionnaire, apply multifactor authentication to every CMS and hosting account, limit access by role, encrypt data in transit and at rest, and keep logs you can review. Our controls are documented for your annual compliance certification.
Your website vendor passes your own cybersecurity program, not just a design review.
Funds relying on Rule 506(b) cannot solicit the public, so fund details sit behind a qualification step and approved log in. Funds using 506(c) may advertise but must verify accredited status. We build the gate, the attestation wording your counsel provides and an access log for each investor.
Fund materials reach qualified investors only, with a record of who saw what.
For lenders, merchant cash advance providers and factoring companies offering to New York businesses, the website flow ensures the Commercial Finance Disclosure Law disclosures are delivered at the point of offer, generated from your pricing engine rather than typed in by hand. Copies of each disclosure delivered are stored with the application record.
Required disclosures appear every time, in the form DFS expects.
The SHIELD Act requires reasonable administrative, technical and physical safeguards for New York residents' private information. We collect as little as possible on the public site, protect what remains and keep the audit trail you need to assess and report an incident quickly.
Less data to protect, and clear evidence that you protected it.
Partner and portfolio manager pages with investment approach, background and registrations, plus the BrokerCheck or IAPD references required for retail facing professionals. Departures are reflected the same day, which matters when allocators check team stability.
Your team appears accurate and current to every diligence reviewer.
New York City serves clients in Spanish, Chinese, Russian, Korean, Bengali and many more languages. We add translated pages where your staff can actually serve those clients, with the disclosures in the same language as the marketing and proper language tags for search. Language switching is visible on every page, never hidden in a footer.
Community and immigrant business owners can understand your offer before they call.
A publishing area for market letters, research notes and podcasts with author attribution, compliance approval states, scheduled release and a permanent archive of every version. Distribution lists and gated research respect the audience each piece was approved for. Approved pieces can also be pushed to email and social channels from the same record.
Thought leadership goes out on schedule and stays retrievable.
New York federal courts hear a large share of ADA website claims, and financial firms are frequent targets. We design and test for keyboard use, screen readers, contrast, captions and accessible PDFs, and fix issues before launch rather than after a demand letter.
A site clients with disabilities can use and plaintiffs have little to cite.
Branded sign in points and single sign on to your custodian, fund administrator, investor portal or banking platform. The public website never holds account data, which keeps it out of the most sensitive part of your security program.
One click from your homepage to the right client system.
Location pages for Manhattan, Brooklyn, Queens, Long Island or Westchester offices with accurate details, structured data and local content, so each office earns its own visibility in search and maps without copied text. Opening hours and transit directions are kept in one place and reused everywhere.
Clients searching close to home find the office nearest them.
Who this is for
Every financial firm in New York claims rigor, so the website has to show it through detail: accurate registrations, careful disclosure, precise language and fast, stable pages. We are a good fit for firms that need that discipline and want a partner who understands why compliance asks the questions it does. We also work well with in house teams who want to keep editing control after launch. Four profiles cover most of the New York firms that come to us.
Managers in Midtown and Hudson Yards who want a discreet public presence and a properly controlled investor area. The public pages say little; the gated area carries strategy, team and documents for qualified visitors. We work with your general counsel on the gating approach and keep access records for every login. Public pages are kept fast and minimal, and the investor area carries the depth.
Family offices often want no public site at all beyond a contact page; that is a valid choice we can support.
Firms in Lower Manhattan and across the five boroughs whose sites fall under FINRA communications rules and the SEC Marketing Rule. They need principal approval workflows, BrokerCheck links, Form CRS placement and archiving built into the CMS, so the marketing team can publish without bypassing supervision. Representative profiles pull registration data from one source, so they never fall out of date.
Lenders, merchant cash advance and equipment finance companies serving New York businesses. Their websites must explain products honestly, collect applications securely and deliver CFDL disclosures correctly. We focus on clear product pages, short application starts and integration with underwriting systems. Application starts are designed for owners filling them in on a phone between customers.
Product language matters here; we keep terms consistent with your contracts.
Commercial and personal lines brokers licensed by DFS who need quote request paths by line, producer profiles with license details, carrier information and content that ranks for specialist coverage in New York. Part 500 often applies to them too, so vendor controls are part of the build. Quote forms route by line of business to the right producer straight away.
Working together
Codeeo has completed 200+ projects across the UAE and the US with a team of 80+ across Dubai, Riyadh and Karachi, and holds a 4.7 rating from 23 Google reviews. New York clients work with us remotely: all workshops, reviews and walkthroughs happen by video call, and every decision is confirmed in writing. Most start with a fixed scope build and continue on a monthly retainer, while larger firms sometimes take a dedicated team for an ongoing digital program. Whichever route you take, your firm holds the code, content and every account, and we document the build so your own IT team or another vendor could take it over.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
Headless CMS with a Next.js front end or a hardened WordPress build, on hosting with MFA, logging, backups and documented controls. Integrations include CRM, fund administration and investor portals, scheduling and consent management.
01Web
02Commerce
03Data and cloud
04Marketing and tracking
It depends on scope, vendor onboarding and compliance review.
Vendor due diligence can take time at larger New York firms, so we start it alongside discovery. After that, the schedule depends on page count, gated areas, translations, integrations and review rounds. We set out the plan in writing after discovery, often launching the public site first and the investor or client areas next. Firms that gather team bios, registrations and approved disclosure text before kickoff consistently reach launch sooner.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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