Websites for wealth firms
Website Design for Wealth Management Firms: A Site Built for the Family and for Their Attorney
The prospect visits once, on a phone, between meetings. Their estate attorney visits again with a legal pad. A wealth management website has to satisfy both readers, and it has to say nothing your compliance officer would strike.
October 11, 2026 · 9 min read
The short answer
A wealth management website should state whom the firm serves, how it charges, how it coordinates trusts and estates and who the advisers are, with Form CRS posted prominently, filings linked and every claim approved by compliance. DataCram builds these as fixed-price custom sites from $1,750 with Athena CMS included; sites with a client portal start at $3,500.
On this page
- Six jobs a wealth firm's website does before anyone calls
- The pages a wealth management site needs, and what goes on each
- Disclosures that belong on the page, not three clicks deep
- Client portals, document upload and what we leave to the custodian
- Built for enlarged text, hotel Wi-Fi and screen readers
- How the site feeds Google and the AI engines
- Fixed prices, 0% financing and the order a wealth site gets built
- When a Squarespace site is honestly enough
Six jobs a wealth firm's website does before anyone calls
Few families hire a wealth manager because of a website. Plenty decide against one because of a website. The site's work is quiet, specific and mostly invisible when it goes well:
Confirm the referral
A family heard your name from their CPA. The home page has to tell them within seconds that they are in the right place: the kinds of families you serve, where, and how.
Answer the fee question
State the schedule in the same words as the brochure. A family that has to email to learn the fee assumes it is high, hidden or both.
Introduce the people
Adviser pages with real roles, credentials stated correctly and links to the public record. Families hire people first and the firm second.
Book the first conversation
A short, private request form or a scheduling link, plus a phone number for the people who will never fill in a form.
Hand clients to their accounts
A clear route to the custodian's platform and to secure document exchange, so existing clients never hunt for a login.
Carry the required disclosures
Form CRS where retail investors can find it, the brochure, the privacy notice and any BrokerCheck link the firm's registration calls for.
The pages a wealth management site needs, and what goes on each
| Why it matters | What it includes | |
|---|---|---|
| Home | Confirms the referral in one screen | Client profile, the approach in two sentences, a meeting request, the disclosure footer |
| Whom we serve | Lets a family, and an AI engine, match the firm to a situation | Owners after a sale, multigenerational families, foundations; any minimum |
| Services and coordination | Separates wealth management from portfolio management | Investment management, planning, tax and estate coordination, how the firm works with attorneys, CPAs and trustees |
| Fees | The question every prospect has | Schedule mirrored from the Form ADV brochure, what is included, how billing works |
| Advisers | Families hire people | Role, credentials, IAPD or BrokerCheck link, a photo that looks like the person today |
| Disclosures | Required documents in one obvious place | Form CRS, brochure link, privacy notice, any state notices compliance specifies |
| Insights | Proof of thinking, and pages engines can quote | Approved articles on liquidity events, trusts and fees |
| Client login | Existing clients use it constantly | Links to custodian and reporting platforms, secure document upload |
| Contact and offices | Consistency with listings and filings | Exact name, address and phone as on the Business Profile and Form ADV, hours, a map |
Firms built mainly around retail advisory clients have a simpler version on our RIA website page, and broker-dealer practices are covered on financial advisor websites. The financial services website overview compares the family, and its marketing and GEO counterparts cover the other two jobs.
Disclosures that belong on the page, not three clicks deep
Several requirements reach the website directly. SEC-registered advisers that serve retail investors must post their current Form CRS relationship summary prominently on their public website, under Advisers Act Rule 204-5. A "retail investor" there is a natural person seeking services for personal, family or household purposes; the definition says nothing about wealth, so serving very wealthy families does not by itself take a firm outside it. Firms with a FINRA-member broker-dealer owe a readily apparent BrokerCheck link under Rule 2210(d)(8).
Then comes everything the SEC Marketing Rule touches. Award logos need the rating's date, the period it covered, the rater's identity and any fee paid, per the SEC's December 16, 2025 risk alert. Testimonials, including reviews lifted from third-party sites, need clear disclosures. Any performance shown must appear net of fees alongside gross, over 1, 5 and 10 year periods. Claims about AI must be true: in March 2024 the SEC settled with two advisers for $400,000 in total over AI capabilities they described but did not have. The CFP marks follow the CFP Board's usage rules and stay out of domain names and email addresses.
Client portals, document upload and what we leave to the custodian
Wealth clients do not see their accounts on your website; they log in to the custodian's platform or a reporting tool. The site's job is a clean handoff: a client login menu that names each platform, opens it directly, and never collects someone else's credentials on your pages.
Secure document exchange is a different matter. Families send tax returns, trust instruments and statements. A custom upload area with encryption in transit and at rest, access limited to named staff and a record of who opened what puts a build in the portal tier, starting at $3,500. We connect to the tools you already use where they offer an API (API integrations, web app development), and we leave custody, trading and performance reporting to the platforms built and regulated for that work.
Built for enlarged text, hotel Wi-Fi and screen readers
The founders, retirees and trustees who read these sites include plenty of people who enlarge the text on their phones and read on a weak connection from somewhere else. That argues for larger type, strong contrast, plain navigation and pages that load quickly. Core Web Vitals work is part of the build from the first day, not a cleanup project after launch.
- Text that scales to 200% without breaking the layout or hiding the menu.
- Contrast that passes WCAG checks, including in the disclosure footer that firms like to set in pale gray.
- Forms that work with a keyboard and a screen reader, with labels a person understands.
- The brochure and other PDFs linked with a plain description, and a web version of key text where practical.
Accessibility is also a standalone service for sites we did not build.
How the site feeds Google and the AI engines
When a family asks ChatGPT or Google's AI Mode about your firm, the answer is assembled from pages a crawler could read. Several AI crawlers do not run JavaScript, according to Vercel's December 2024 analysis, so a site whose text appears only after scripts run can look empty to them. We build on Next.js and render every page on the server or in advance, so the fee schedule and the coordination page are in the HTML the moment a crawler asks. A well-built WordPress site serves HTML too; the point is the result, and our guide to JavaScript and AI crawlers shows how to test yours. The GEO guide for wealth management covers the rest of the public record.
Every site we build includes Athena CMS. Its agents draft and your team approves. The ones that suit a wealth firm:
- Delphi asks the AI engines what they say about the firm, spots wrong fees or descriptions, and drafts corrected facts for approval.
- Hestia keeps the name, address, phone and hours identical across the site and listings, holiday closures included.
- Iris writes titles, descriptions and Organization, FinancialService and Person markup that match the visible page.
- Prometheus finds questions families ask that the site never answers and drafts the page for compliance.
- Echo drafts review replies; it can also place review quotes on pages, which we do not use for an adviser unless compliance approves the quote and its disclosures.
The site is half the story. Wealth management marketing covers the plan that brings families to it.
Fixed prices, 0% financing and the order a wealth site gets built
Custom builds and rebuilds are a fixed price starting at $1,750. Sites with a portal or web app, such as secure document upload, start at $3,500. A site with an online booking flow is about $9,000 on the web design pricing page. We quote after a free audit or the free mockup. Financing is 0% with 25% down: up to 12 months on any project, 24 months from $15,000 and 36 months from $20,000, so a $9,000 site is $2,250 down and $562.50 a month for twelve months. Hosting and maintenance plans are available after launch.
- 1
Free mockup
We design your home page from your current site and brochure and send it, with no obligation.
- 2
Fixed quote
One price for the agreed scope, including disclosure placements and any portal integrations.
- 3
Drafts and compliance review
We draft pages from your filings; your compliance officer marks them up; we revise until approved.
- 4
Build and test
We build on Next.js with Athena CMS, test on phones and with screen readers, and stage the site for review.
- 5
Launch with redirects
We move the domain, keep every old URL working with redirects, and confirm search engines and AI crawlers can read the new pages.
When a Squarespace site is honestly enough
Not every firm needs a custom build, and we would rather say so now than after a deposit:
A builder is enough if
- The firm serves a handful of families who all arrived by referral
- You will update the site a few times a year at most
- No portal, upload area or integrations are needed
- Compliance is comfortable maintaining disclosures in a template
A custom site pays if
- Families and their advisers vet you online before meeting
- You publish approved content regularly and want engines to read it
- You need secure document exchange or several portal handoffs
- The current site is slow, draws its text with scripts or fails accessibility checks
If you are unsure, the free mockup costs nothing and shows what your home page could be. The website design hub lists the other industries, and our financial services industry page shows the wider work.
Questions owners ask before a new website
Custom builds start at a fixed $1,750. A site with a client portal or secure document upload starts at $3,500, and a site with an online booking flow is about $9,000. We quote one fixed price after the free mockup or a free audit, and 0% financing with 25% down is available on any project.
SEC-registered advisers that serve retail investors must post their current relationship summary prominently on their public website, under Advisers Act Rule 204-5. Retail investor is defined by the purpose of the service, not by wealth. State-registered advisers are not covered by Form CRS. Your compliance officer confirms what applies to your firm, and we build the placement they specify.
We build secure document upload areas and portal pages that hand clients off to the custodian and reporting platforms you already use, through their APIs where available. We do not build custody, trading or performance reporting systems. Sites with a portal or web app start at $3,500.
Only as your compliance officer allows. Under the SEC Marketing Rule, a review used in an advertisement is a testimonial and needs clear disclosures, and the SEC's December 2025 risk alert found firms reposting third-party reviews without them. We do not place review quotes on an adviser's site unless compliance approves each quote and its disclosure text.
Yes. Athena's agents only draft, and pages publish after approval. We set up the workflow so your compliance officer reviews new pages and edits before they reach the public site, which keeps the website inside the same review process as the rest of your communications.
We keep every old URL working with redirects, carry over titles and descriptions that work, and check the new pages for crawlability before and after launch. No one can promise rankings through a rebuild, but most losses come from skipped redirects and missing pages, and those are the parts we control.
Keep reading
- Websites for RIAsWebsite Design for Registered Investment Advisors: A Site That Books Meetings and Survives an ExamRIA website design with fee pages, Form CRS placement, compliant review handling and fast pages AI can read. Fixed price from $1,750, 0% financing available.
- Lender website designWebsite Design for Business Lenders: Applications Owners Finish, Disclosures That Hold UpWebsites for business and SBA lenders: a mobile application flow, secure document upload and state disclosures built in. Fixed price from $3,500, free mockup.
- Marketing for RIAsMarketing for Registered Investment Advisors: Turning Referrals and Searches Into First MeetingsRIA marketing that turns referrals, search and AI answers into booked first meetings, within the SEC Marketing Rule. Channels, a 90-day plan and real costs.
- AI search for RIAsGEO for Registered Investment Advisors: How a Fiduciary Firm Gets Named in AI AnswersHow RIAs get named when prospects ask ChatGPT, Gemini or Copilot for a fee-only fiduciary, inside the SEC Marketing Rule. Sources, rules and a 30-day plan.
- Contractor websitesHome Services Website Design That Turns Visits Into CallsCustom websites for HVAC, plumbing, roofing and other home service trades: tap-to-call, estimate forms, license details, fast pages. From $1,750, fixed.
- Websites for financial firmsWebsite Design for Financial Services: Sites That Earn Trust and Carry Every DisclosureCustom websites for banks, credit unions, advisers, lenders, insurers and CPA firms, with required disclosures built in. Fixed price from $1,750, free mockup.
- Everything in Website Design by TradeSee the section
See your new home page before you spend anything
Request the free mockup. We design the home page for your firm from your current site and brochure, and send it with no obligation.
Which of these sounds like you? (pick any)
Rather talk now? Call (210) 346-0848.