In the News


Sondhelm Partners Nominated for Two Categories in Private Equity Wire US Awards 2024 – Please Cast Your Vote!

July 24, 2024

Who are the most valuable service providers for brand building and capital raising? You can influence the winners with your vote. Shape the future of private equity services.

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Sondhelm Partners Shortlisted for Three Hedgeweek US Awards 2024 – Cast Your Vote Now!

July 24, 2024

Hedgeweek US Awards 2024 voting is now open. Support excellence in fund management and services by casting your vote. Every ballot shapes the industry’s recognition of top performers.

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Mastering Manager Database Profiles and Content Marketing to Catch the Eye of Investors

June 27, 2024

Want to capture more investor attention and get more meetings? Industry experts Trisha O’Donnell and Dan Sondhelm shared valuable insights in GAMMA’s recent webinar, “Mastering Manager Database Profiles and Content Marketing.”

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BNY Chops ‘Mellon’ in Rebrand

June 18, 2024

BNY has rebranded, dropping the “Mellon” from its name and adopting a new logo, as the company looks to evolve its operating model. Dan Sondhelm opined for this article.

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Upgrading PR Strategies for Outcome-Driven Impact

June 18, 2024

Struggling to get your story heard in today’s crowded financial marketplace? Discover the 13 most damaging yet overlooked PR pitfalls hurting boutique firms. Dan Sondhelm shares his insights with Bill Hortz.

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Sondhelm Partners Wins Best Third-Party Marketing Award 2022-2024 from Hedgeweek

June 07, 2024

Alexandria, VA — June 7, 2024 — Sondhelm Partners, a firm dedicated to helping boutique asset managers build brands and raise capital, proudly announces its latest victory as the winner of the Third-Party Marketing Firm of the Year category at the Hedgeweek US Emerging Manager Awards 2024. The firm secured an impressive 31.9% of the… Read more »

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Replay Now Available for Mastering Manager Database Profiles and Content Marketing to Catch the Eye of Investors

June 05, 2024

Watch the replay of our webinar with Patricia O’Donnell and Dan Sondhelm to learn proven strategies for optimizing your database profiles and content marketing to attract and retain investors.

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Is Your Website Stifling the Growth of Your Wealth Management Firm?

June 03, 2024

In the following sections, we’ll explore how each component of your website contributes to this ongoing process. Our recent insights article was picked up in Advisorpedia.

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How Financial Advisors Can Capitalize on the “Money in Motion” Era

June 03, 2024

Advisors must adopt a proactive and multifaceted approach to seize the opportunities presented by the money-in-motion era and attract and retain clients. Our recent insights article was picked up in Advisorpedia.

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Shops Find New Ways to Forge Advisor-Wholesaler Bonds

May 15, 2024

To attract and keep advisors, emerging strategies are enhancing advisor-wholesaler bonds through personalized communication and community integration. Dan Sondhelm offers key insights in this Ignites article.

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