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Explore Our Funding Portal Services

Explore our Funding Portal Subscription services designed to help you move forward with confidence.

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Featured In

Super Lawyers
Rising Stars New York 2019 - 2026
Chambers & Partners
Spotlight New York Securities | Startups & Emerging Companies 2025 - 2026
Pre-Registration Advisory Subscription

Pre-Registration Advisory Subscription

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Guidance for Founders in the Ideation and Early Development Stages of a Funding Portal Business

Includes:

  • Client Portal Access
  • Unlimited Messaging
  • Content Review
  • Monthly Site Audit
  • Access to Office Hours
  • Member Perks
Get Started
Funding Portal Registration

Funding Portal Registration

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Launch Your Funding Portal with Confidence

Includes:

  • Entity Formation
  • FINRA Document Preparation
  • Compliance Manual + WSPs
  • SEC and FINRA Registration Support
  • FINRA Interview Prep
  • Response to FINRA Letters
  • Corporate Add-Ons
Get Started
Post-Registration Advisory Subscription

Post-Registration Advisory Subscription

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Ongoing Legal & Compliance Support for Registered Funding Portals

Includes:

  • Client Portal Access
  • Unlimited Messaging
  • Monthly Compliance Meetings
  • Quarterly Compliance Audits
  • Regulation Filings and Amendments
  • Compliance Manual + WSPs Updates
  • Access to Office Hours
  • Regulatory Inquiry Support
  • Member Perks
Get Started

"Sosnow & Associates has been integral to us launching our crowdfunding platform, not just with their expertise but with meeting quick turnarounds for prompt regulatory responses. Couldn't do it with you. Thank you!"

Luiggi Pera, MIVENTURE
Why Choose Sosnow & Associates
Why Choose Sosnow & Associates
Why Choose Sosnow & Associates
Why Choose Sosnow & Associates
Why Choose Sosnow & Associates
Why Choose Sosnow & Associates
Why Choose Sosnow & Associates
Why Choose Sosnow & Associates

With deep experience in the funding portal industry, we help founders build with compliance in mind. Our clients benefit from:

  • Experienced Leadership: We know what it takes to go from idea to registered platform.
  • Regulatory Preparedness: Guidance that ensures your platform won't need a rebuild at the point of registration.
  • Efficiency & Flexibility: Pay as you grow, cancel anytime, get answers fast.
  • Legal Tech Integration: Everything is centralized in your custom client portal for transparency and ease.
  • No Surprises: Transparent pricing and a clear scope of support.

We're not just lawyers—we're legal partners invested in your success.

Get In Touch

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.