Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry
Sondhelm Partners Recognized by Hedgeweek as Best Third-Party Marketing Firm in US for Third Consecutive Year



“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
Assess Your Growth Strategy
Are you on track to meet your goals? What’s working and what’s not? What improvements can you make? Take our growth assessment to understand your opportunities for growth. You will also receive our complimentary report, “How to Rethink Your Growth Strategy Now."
Watch our 60 second video
Stay Well-Informed With Our Latest Insights
Insights
Is Cold Calling for Wealth Managers Dead? Find Out How to Bring Your Efforts Back to Life
March 12, 2026
Is your telephone outreach, often referred to as cold calling, falling flat? It’s a common issue for many wealth managers. Find out how to improve your phone outreach activities.
ETF Launch Mistakes Asset Managers Keep Making (And How to Avoid Them)
March 04, 2026
ETF launches are booming, yet many wealth management firms watch their new funds close within a few years of launch. Learn the most common mistakes asset managers make when launching an ETF, and how to avoid them.
The Complete Strategy Guide on Gated Content for Asset Management Firms
February 26, 2026
Gated content is any online resource that you can only get after you provide your name and contact information. Find out whether asset managers should use gated content as part of their lead-generation strategy.
20 Ways ETF Brands Can Get Found Online
February 23, 2026
Find out how to ensure your ETF brand gets served up on search engines and AI summaries ahead of your competitors.
In The News

Sondhelm Partners Shortlisted for Three Hedgeweek EU Awards 2026
March 12, 2026
Sondhelm Partners has been shortlisted for three categories at the Hedgeweek EU Awards 2026. Find out more and vote for us.
New York Life Shakes Up Branding, Keeps Unit Names
March 02, 2026
Retiring a beloved brand can quietly cost you more than you gain. Dan Sondhelm weighs in on this trend in Ignites.
BlackRock Takes On Conspiracy Bots as Misinformation Risk Grows
February 23, 2026
Ignoring misinformation used to be an option. Not anymore. FundFire explores why, and Dan Sondhelm is part of the conversation. Read on. .







Connect

