AI-native services built for asset managers.
Four integrated capabilities — each powerful on its own, unstoppable as a pipeline.
Digital Presence
Bolden builds institutional-grade fund websites for ETFs and registered funds — SEC Rule 6c-11 compliant by default for ETFs, with the Investment Company Act of 1940 framework applied across mutual funds and other registered vehicles. Automated fact sheets, real-time performance pages, and discoverability across Google, AI answer engines, and geo-targeted search.
Content & Marketing
Content for asset managers has to be accurate, compliant, and on-brand — simultaneously. Bolden's AI-powered content pipeline generates institutional-grade materials from your fund data, distributes them on schedule, and keeps compliance inside the workflow from day one.
Distribution & Outreach
Distribution is the gap most boutique fund managers can't close on their own. Building the right investor relationships takes consistent outreach, accurate prospect data, and follow-up workflows that operate at scale. Bolden's distribution pipeline automates the entire sequence — from identifying the right prospect to scheduling the first conversation.
Automation & Consulting
Every fund manager's workflow is different — different fund structures, different investor bases, different technology stacks. Bolden's automation and consulting service starts by mapping your current state, then designs and implements the AI-powered workflows that compress your timelines and eliminate manual effort across your marketing and distribution operations.
Not sure where to start? We'll map it for you.
A 30-minute call is all it takes to identify which services close your biggest gaps first.