CASE STUDY

#1 Wealth Management Firm in America

One of the largest independent wealth management firms with over $100B under management.

OUR WORK

SERVICES PROVIDED

Advanced WordPress Development
Responsive Web Design
Custom Theme Development
API integrations
Advanced Gravity Forms development
Simple Content management via spreadsheets
Custom site search
Multiple custom post types
Proactive Support & WordPress Maintenance across 20+ Websites

01

CLIENT OVERVIEW

We worked with the #1 independent financial advisory firm in America with over $100 billion of assets under management in 2021.

In addition to providing ongoing WordPress maintenance and support to their network of websites, we worked closely with their marketing team on the latest site redesign encompassing 40+ dynamic templates, hundreds of pages and posts, dynamic forms, and more.

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