Mystrika
Sondhelm Partners
Sondhelm Partners provides growth, marketing, public relations, sales enablement, and strategic consulting services for financial services and related professional services firms. The agency supports investment managers, wealth managers, funds, fintech companies, banks, insurers, and other finance-focused organizations.
Sondhelm Partners is a growth and communications consultancy based in Alexandria, Virginia. It works with boutique and global financial services companies, as well as related professional services firms, across marketing, public relations, sales training, and strategic consulting.
The agency supports institutional investment managers, mutual funds, ETFs, wealth managers, registered investment advisers, financial advisors, hedge funds, private equity firms, credit and real estate funds, fintech companies, banks, insurers, and sell-side research organizations.
Its digital and marketing capabilities include branding, content creation, email marketing, inbound marketing, paid advertising, social media, video production, website design and development, website migration, search engine optimization, programmable automation, and customer survey analysis. CRM implementation and migration are also available.
Sondhelm Partners also provides sales and marketing alignment, sales coaching and training, sales enablement, and public relations. Strategic growth support can include sourcing partnerships involving mergers, acquisitions, fund adoptions, and subadvisory relationships.
Published project pricing starts at $5,000. The agency states that its work has supported financial services companies in raising tens of billions of dollars in investment capital, although no specific portfolio results are provided in the profile.
Services
- Branding
- Programmable Automation
- Content Creation
- CRM Implementation
- CRM Migration
- Customer Survey and Analysis
- Email Marketing
- Full Inbound Marketing Services
- Paid Advertising
- Public Relations
- Sales and Marketing Alignment
- Sales Coaching and Training
- Sales Enablement
- Social Media
- Video Production
- Website Design
- Website Development
- Website Migration
- Search Engine Optimization
Industries Served
Team Size
Pros
- Broad growth support spanning marketing, public relations, sales training, CRM, and strategic partnerships
- Specialized focus on financial services and related professional services
- Experience serving both boutique and global financial organizations
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