top of page


How to make a finance website to invest in success

how to make a finance website

In this guide, we will discuss the steps involved in creating a website for your finance business that provides value to its audience. Creating a finance website that resonates with success requires a blend of strategic planning, engaging content and robust functionality. Whether you're aiming to provide investment advice, market analysis or personal finance tips, starting a business website with a solid foundation will pave the way for your site's success.

Managing money is a universal need. Whether someone is interested in investing their money or looking for financial advice, a finance website can be a valuable resource. By optimizing your website, you not only increase your visibility but also attract more clients, positioning yourself as the go-to resource for financial guidance. Through comprehensive and user-friendly resources, you can empower individuals to make informed financial decisions, positioning yourself as a trusted advisor in the financial landscape.

Ready to start investing in your finance site? Create an AI generated website today. 

What is a finance website?

A finance website is a type of website that provides financial information, advice and tools to its audience. It can be created by individuals or companies with expertise in the financial sector. The primary goal of a finance website is to educate and empower its visitors to make informed decisions related to their finances. It can cover a wide range of topics such as investing, budgeting, tax planning, retirement planning and more. A well-designed finance website can serve as a one-stop-shop for individuals looking to improve their financial literacy and achieve their monetary goals.

Wix finance website templates

How to make a finance website in 8 steps

01. Define your target audience

Financial planning is an industry that offers a broad assortment of services and products. Whether it’s family planning, portfolio building for millennials or retirement strategies for medical professionals, niche financial services will attract a targeted audience that is primed to convert.

Identifying your target audience is crucial for the success of your finance website. It helps you tailor your content and web design to meet the specific needs and interests of your audience.

Consider factors to create a persona that represents your ideal visitor, such as:

  • Age

  • Income level

  • Occupation

  • Financial goals and challenges

  • Types of product and services they're looking for

Wix finance website template homepage

02. Select a domain name and hosting platform

Your domain name is your website's unique identity, so it’s essential to choose a memorable and relevant name for your finance website. Consider using keywords related to your niche to make it easier for users to find you through search engines. Utilize domain name generators and domain name search tools to find creative and available options, ensuring your website stands out and is easily accessible. It's also important to carefully consider the credibility of the domain extension you choose for your website. Popular extensions such as .com or .net have a more established credibility and are more likely to be trusted by visitors.

Learn more about what is a domain name.

Once you have selected a domain name, you will need to choose a hosting website. Since you may be dealing with sensitive financial information for your clients, they’ll have more to worry about than blocking advertisements or clicking out of pop-ups. Ensure that the hosting platform you choose has robust website security measures in place to protect your visitors' data.

How to choose a domain name

03. Choose a website builder and template

Website builders such as Wix, offer CMS capabilities as well as customizable finance website templates and drag-and-drop design features that allow you to create a professional-looking website without any coding knowledge. Here are some things to look for in a website builder for your finance website:

  • Content management system (CMS): Your website will routinely create and manage content, so it’s essential to make the process as easy as possible. Whether it's optimizing for SEO, embedding videos or enhancing the user experience, opting for a platform that simplifies content management while ensuring compliance is key.

  • Mobile friendly:  As your site's visitors will likely come from a variety of devices, make sure that the website builder offers mobile-friendly templates and website design options. With overwhelming numbers of users gravitating to mobile devices, think about how your site will look and be used on a smartphone.

  • Integrations: Choose a website builder that offers integrations with financial tools such as calculators, investment trackers or budgeting apps. This not only enhances the user experience design but also sets you apart from other finance websites by providing useful resources for your visitors.

Choose a website template that not only reflects your brand but also resonates with your target audience. It's easy to get carried away with the design of your financial website. While you might feel the urge to pack your website with loads of information, graphics and videos, remember—less is more. Your website's first impression shouldn't feel like an information overload. Opt for clean spacing, concise paragraphs and sleek visuals. These elements are key to engaging visitors, encouraging them to stay longer and explore what your financial services have to offer.

Planning for both the cost and the time frame is essential for a successful website launch. A common question among individuals looking to create a finance website is, how much does it cost to build a website? The answer depends on the complexity of the site, the number of pages, and the level of customization required. Utilizing a website builder can reduce the cost as it offers pre-designed templates and drag-and-drop functionality, eliminating the need for extensive custom development. Another question is, how long does it take to build a website? A website builder can also expedite this process, allowing for quicker assembly and launch of the site. 

Read more about website builders: Wix vs Squarespace

Wix finance website templates

04. Design a targeted homepage

Your homepage is often the first impression visitors have of your brand, making it crucial to make a lasting impact. Whether it’s good can depend on many factors—things such as design, loading time and website layout. Consider the following when making a homepage:

  • Ensure easy navigation: Have a site navigation tab or bar that allows users to quickly find the pages they are looking for. Whether that’s the services page, the team page or a contact page. The less amount of clicks to get to key information, the better the experience of the visitor. 

  • Make sure the page is aesthetically pleasing: Functionality is important, but if the homepage isn’t pleasing to the eye, you can be sure a site visitor won’t stay very long. Including compelling images that represent your brand can significantly enhance the visual appeal and help communicate your message effectively. Most advisors tend to use their colors to help create the aesthetic of their website. Neutral website color schemes, such as blue, green and gray, are often used in the finance industry.

  • Build trust with testimonials:  Including testimonials and reviews from satisfied customers can help establish your brand as trustworthy and reliable. Visitors may be more likely to trust a finance website if they see these up front. Make sure to include testimonials on your homepage and update them regularly to showcase the positive experiences of your clients.

  • Provide a clear call to action (CTA):  Anything that encourages and initiates interaction between a visitor and your web page can be considered call-to-action. This includes signing up for a newsletter, online scheduling for a consultation or filling out a contact form.

Wix finance website template homepage numbers and about section

05. Create compelling content

Educational and informative content is the backbone of any successful finance website. Content is all about drawing them in and from there, you convert them into prospects and clients; people who are interested in you as their advisor. Use your expertise to provide valuable insights and resources on various financial topics. Create high-quality, relevant content that addresses the pain points and questions of your target audience.

Consider incorporating different formats such as blog articles, videos, infographics and webinars to keep your content interesting and engaging. From there, site visitors explore more and learn about your services, the team you employ and the best ways to reach you.

Wix finance website template homepage graphic

06. Incorporate interactive tools

Interactive tools are a great way to engage site visitors and provide them with valuable resources. They can include financial calculators, budgeting tools, investment simulators and more. These tools not only provide value to your audience but also showcase your expertise and authority in the financial sector. They can also serve as lead magnets by collecting user information for future communication. The Wix App Marketplace offers options such as calculator builder apps to create an interactive calculator directly on your site.


07. Develop services and contact pages

Your services page should clearly and concisely describe the services you provide, as well as their benefits. This page is a crucial step in converting site visitors into clients, so make sure to highlight your unique value proposition and what sets you apart from other financial advisors.

The contact page should include various ways for visitors to reach out to you, such as an online form, business phone number, business email address and social media links.

online contact form

08. Optimize for SEO

Search engine optimization (SEO) is essential for driving organic traffic to your finance website. Conduct keyword research and incorporate relevant keywords into your content and meta descriptions. Make sure to also optimize your images, use internal linking and create high-quality backlinks to improve your site's search engine ranking.

Here are some additional tips to optimize your business website for SEO:

  • Include a blog section: Starting a blog section on your website is an effective way to constantly provide new content and keep your audience engaged. Use your blog to share financial tips, industry news and insights that can benefit your audience. Make sure to include social sharing buttons on each blog post to increase exposure and encourage readers to share your content.

  • Integrate social: No matter what your company provides for clients, having a social media presence is an absolute necessity to help garner more traffic and engagement for your financial website. Make sure you're putting social media front and center on your website.

Read more:

Finance website examples to learn from

Here are a few inspiring examples of financial website ideas to help guide your own website development, all build on Wix.


FAStrack is a financial accounting firm that provides small business owners with essential financial accounting services, simplifying the process of tracking finances. The website features a single landing page that concisely presents all necessary information—services offered, experience, contact details, and pricing. With an easy-to-navigate bar at the top, visitors can effortlessly find what they're looking for, ensuring a user-friendly experience.

Wix user Fastrack finance website homepage

Manny Apolonio, CFP

As a financial life coach, Manny Apolonio brings a unique combination of financial expertise and positive psychology training to the core of his financial wellness coaching approach. The homepage is thoughtfully designed with calming colors and features images meant to establish trust, showcase his expertise and credentials, and clearly communicate his value proposition.

Wix user Manny Apolonio finance website homepage

Hanke & Co. Wealth Management

Hanke & Co, a San Francisco-based wealth management firm, is deeply committed to providing comprehensive, holistic financial planning services, rather than merely an addition to investment management. Explore their user-friendly website to find insightful blogs ranging from year-end tax tips and how current events might impact finances, to the latest updates about dedicated personnel.

Wix user Hanke & Co. Wealth Management finance website homepage

Other types of websites to create

How to make a finance website FAQ

Can I create a finance website on my own?

With platforms like Wix, you can easily create a professional-looking finance website without any coding or design experience. And, if you need something more customized or complex, hiring a website designer is also an option.

How often should I update my website content?

How can I track the success of my finance website?

How can I optimize my website for mobile devices? 

How does branding impact my finance website?

Was this article helpful?

bottom of page