Outsourced Marketing Services

In an effort to provide full-service support to all our clients, Greyline now offers custom outsourced marketing solutions.

Our team has extensive experience in providing marketing, branding and public relations (PR) assistance to the financial services industry.

We offer outsourced marketing services that are tailored to fit a firm’s unique needs – whether that is a senior-level marketing specialist, social media strategist, web developer or PR expert. While the scope of services varies based on the needs of each client, the objective of our outsourced marketing model is consistent – to act as a trusted and strategic marketing partner so that your firm can focus on what’s most important: being stewards of capital and fiduciaries to your clients.

Our marketing solutions are designed to help you build brand awareness, attract investors, accent your key differentiators, and position your firm competitively amongst your relative peers – all at a significant cost-savings over a full-time employee or team.

Some of the marketing needs we assist with include:

Marketing & Branding Strategy

Comprehensive marketing and branding analysis and guidance that address challenges, fosters growth and positions your firm for success.

Website Design & Development

Innovative, responsive website design, development and maintenance that addresses your firm’s technical, aesthetic and messaging goals.


Print and digital design – including logos, brand books, brochures, ads, emails and more – that strengthens and reinforces your firm’s brand identity.

Digital Marketing

Online marketing strategies and solutions – including virtual event assistance, customer relationship management, audio/video production and email and direct response campaigns – that help your firm expand its reach, increase leads and more.

Social Media Management

Full-scale social media support – from strategy to multimedia content generation to advertising assistance – that boosts engagement and builds brand awareness.
insider trading

Learn more about how we support financial services firms' global regulatory, operational and governance needs.

Darren Mooney

Partner and Co-Head of Business Development

Darren Mooney is a Partner and the Co-Head of Business Development at Greyline. Before joining Greyline, Darren served as deputy chief compliance officer of Partner Fund Management where he held primary responsibility for the compliance program of the second-largest hedge fund in the Bay Area. Prior to that, Darren spent five years providing compliance consulting services at Cordium and then ACA Compliance Group, where he led the company’s San Francisco office and west coast operations. In addition to providing ongoing consulting services to a variety of investment managers, including hedge fund, private equity, venture capital, real estate, quantitative and other wealth managers, Darren also regularly guided clients through the SEC registration process, implemented tailored compliance programs, supported clients’ live SEC exams, and served as an SEC-mandated independent compliance consultant following an SEC enforcement action. Darren’s other experience includes serving as deputy chief compliance officer and associate counsel at F-Squared Investments where he directly supported the compliance program during the investigation and subsequent enforcement regarding historical advertising practices. Darren has a B.S. in Economics from the University of Delaware and a J.D. from Suffolk University Law School. He is a member of the Massachusetts bar.

Annie Kong

Partner and Head of Venture Capital
Annie Kong is a Partner and Head of the Venture Capital Division at Greyline. She provides ongoing compliance consulting to investment advisers and manages client relationships. Prior to joining Greyline, Annie was part of compliance and operations at a long-only manager-of-managers that advised pension fund clients. While there, she conducted compliance and operational due diligence on SEC-registered investment advisers on the platform. She also oversaw and counseled on various legal matters across the firm. Annie has a B.A. in Economics from the University of California, San Diego, and a J.D. from the University of San Diego School of Law. She is an active member of the State Bar of California.
Greyline is pleased to announce that we are the recipient of the 2021 HFM U.S. Service Award in the Best Technology Firm – Newcomer category.