Services · Website development · Financial services websites
Codeeo provides financial services website development in the USA for registered investment advisers, broker dealers, lenders, insurance agencies and community institutions. We plan, design and build public websites and client platforms that win enquiries while meeting the federal rules on advertising, disclosure and data: the SEC Marketing Rule, FINRA communications standards, Gramm Leach Bliley privacy and the FTC Safeguards Rule. The result is a site your marketing team can update every week and your compliance team can defend line by line.
A financial firm's website is regulated advertising. Every performance chart, testimonial, rate or product claim on it can be read by an examiner. We build the site so that review, approval and record keeping happen inside the publishing process rather than in a spreadsheet beside it. That saves weeks on every future update.
200+ companies across the US and the UAEFrom a first store to a listed developer
What the website includes
Most financial websites fail in one of two ways. Either they look polished but every edit waits weeks for compliance, or they move fast and quietly drift away from what the firm's policies allow. The fix is structural. We separate content that changes often, such as insights, events and rate tables, from content that carries regulatory weight, such as performance data, disclosures and adviser profiles, and give each its own approval path.
A national firm also needs one design system that scales across states and offices. That means shared components for disclosures, license numbers and contact blocks, so a new branch or a new state registration becomes a configuration change, not a redesign. It also means content that a national firm publishes once, such as an economic outlook or a retirement guide, can appear on every office page without being copied and approved separately. Below are the parts we most often build for firms operating across the country.
Testimonials, endorsements, third party ratings and performance figures are stored as structured content with their required disclosures attached. An adviser cannot publish a hypothetical return or client story without the matching statement, the date range and the approval record travelling with it.
Advertising that meets SEC Rule 206(4)-1 by design rather than by memory.
Draft, compliance review, approval and publish states, with every version of every page kept with its approver and timestamp. Exports are ready for books and records requests under the Advisers Act and the Exchange Act retention rules.
An examiner's request for past web content becomes a download, not a hunt.
Reusable components for the FINRA BrokerCheck reference and link on retail facing pages and representative profiles, the posted Form CRS relationship summary, and SIPC membership wording, placed where a reasonable retail investor will see them.
Rule 2210 and Form CRS placement handled once, applied everywhere.
For lenders and insurance agencies, a license table driven by data: each state, the license type, the number and the NMLS identifier where the SAFE Act requires it, plus the Equal Housing Opportunity statement on mortgage pages.
New state approvals go live by updating a record, not editing templates.
Profile templates for hundreds of professionals and locations, each with credentials, states of registration, booking links and local contact details, generated from your directory so departures are removed the day they happen. Consultation and quote forms on each page stay short, encrypted and routed to the right licensed person, and never ask for Social Security or account numbers.
No former adviser left on the site holding your clients' attention.
Product and rate pages where Truth in Lending trigger terms, APR conditions and fee explanations are attached to the figures your team enters. Clients who pay advisory invoices or premiums online are sent to a PCI DSS compliant payment provider, so card data never touches your web server or your CMS.
Advertised terms always carry their conditions, and card handling stays out of your scope.
A Gramm Leach Bliley privacy notice for customer data, plus state privacy controls for website data that GLBA does not cover, such as cookies and marketing pixels. Opt outs and Global Privacy Control signals are honored where state law requires it.
Tracking that your privacy notice can truthfully describe.
Technical SEO for national topics and local discovery for each office: FinancialService schema, branch level Google Business Profile data, fast templates that pass Core Web Vitals, and an insights section built around the questions clients actually search before they choose an adviser or lender.
National authority and local visibility from one site rather than a dozen thin ones.
Designed and tested against WCAG 2.2 AA: contrast, keyboard paths, screen reader labels on calculators and charts, captions on video and accessible PDFs for disclosures. Accessibility is a common basis for ADA claims against US financial websites, so we test it before launch.
A site older clients can use and plaintiffs' firms have less to point at.
Single sign on links and branded entry points into your custodian, planning, banking or policy platforms, so the public site and the client login feel like one firm without your website ever storing account data.
Clients find their login in one click; your site stays out of scope for account security.
Who this is for
The common thread is regulation that follows the content. A firm registered with the SEC answers to different advertising rules from one registered with a state securities regulator, and a lender licensed in twelve states has twelve sets of disclosures to show. We start every project by mapping which regulators read your website, then design the structure around them. These are the four situations we see most across the country. In each case the website has two audiences with very different needs: prospective clients deciding whom to trust, and examiners checking whether what you said matches what you can prove.
Firms that crossed into SEC registration, acquired other practices or opened offices in several states. They need one brand, consistent Marketing Rule controls and adviser pages that reflect where each person is registered. We consolidate legacy sites, map old URLs to new ones and give the chief compliance officer a single review queue instead of five.
Acquired practices usually bring their own domains; we plan the redirects so their search history is not lost.
Firms with registered representatives and advisory business under one roof need retail communications that satisfy FINRA principal approval, BrokerCheck links and Form CRS placement, while their investment adviser representatives follow the SEC rule. We build content types for both and label which rules each page answers to.
Hybrid firms often need two disclosure sets on one page; we design for that rather than hiding one.
Lenders must show the right license for the visitor's state, use Truth in Lending trigger terms correctly when advertising rates or payments, and keep NMLS identifiers current. We build rate and product pages where the required disclosure appears automatically whenever a regulated term is used.
Rate figures stay in your hands; we build the system that displays them with the correct conditions.
Independent agencies writing in many states, and banks or credit unions with a regional branch network, need location pages that rank locally, product pages that respect state insurance department and FDIC or NCUA rules, and a CMS branch managers can use without breaking anything.
Branch managers get their own editing rights, limited to the pages they are responsible for.
How we work together
Our team of 80+ works across Dubai, Riyadh and Karachi and has delivered 200+ projects across the UAE and the US. We work with American clients remotely, running discovery, design reviews and compliance walkthroughs by video call. Most firms start with a fixed scope build, then keep a monthly retainer for new pages, states and integrations. Larger firms with continuous rollout sometimes prefer a dedicated team that knows their compliance process well. Whichever model you choose, your firm owns the code, the content and every account from day one, so you are never tied to us to keep the site running.
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
We choose the stack around your controls: a headless CMS or WordPress with role based permissions, hosting with audit logging and the security evidence your vendor due diligence will ask for, and integrations with your CRM, scheduling and client platforms. We document every choice so your IT and vendor risk teams can review it.
01Web
02Commerce
03Data and cloud
04Marketing and tracking
It depends mostly on content volume and compliance review time.
The build itself is rarely the slow part. Timing is driven by how many content types need approval, how many states and offices you cover, how many legacy domains must be merged and how quickly your compliance team can review staging. We agree the scope and dates in writing after discovery and usually launch the core national site first, with state and branch pages following in planned releases. Firms that prepare their disclosures, adviser data and approval rules before discovery tend to move fastest.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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