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Marketplace · Finance

Financial advisor website templates, fully built

A foundation for a clear advisory website. Adapt services, people and contact with your AI tool.

7 templates Knowledge + 7 skills Pay once Built by web designers
View the Levarth template
Home page of the Levarth template with floating white panels on a grey ground, a lime accent and a wealth calculator Showcase
Levarth Finance

The presence for advice you can check with a calculator.

24 pagesWealth calculator in the browserScroll-driven compound interest curve
German and English €99 View
View the Oktant template
Home page of the Oktant template on a deep petrol ground with cream cards, a performance chart and an open fee scale
Oktant Finance

The presence that puts every figure in the open.

30 pagesNine charts as its own SVGAn open fee scale
German and English €99 View
View the Anverth template
Home page of the Anverth template with an almost black ground, EB Garamond headlines, cream cards and a sun yellow accent
Anverth Finance

The presence for advice that sells nothing.

26 pagesFive services with sub-pagesSeven articles with calculation tables
German and English €99 View
View the Aurstett template
Home page of the Aurstett template with a serif headline, portrait in a lilac arch and calm neutral tones
Aurstett Finance

The presence for advice that is a person.

13 pagesThree case studies with metricsEditorial set in Instrument Serif
German and English €99 View
View the Torvium template
Home page of the Torvium template with a navy hero, particle layer, counting key figures and blue action colour
Torvium Finance

The presence for capital that works digitally.

21 pagesMarketplace with asset detail pagesInvestor cockpit as an HTML mockup
German and English €99 View
View the Goldstett template
Home page of the Goldstett template with a drawn gold price line on navy, serif headlines and counting key figures
Goldstett Finance

The presence for wealth managed with a steady hand.

18 pagesSerif headlines on navy and goldFee versus commission comparison table
German and English €99 View
View the Adelvest template
Home page of the Adelvest template with a drawn chart line on dark forest green, a lime accent and counting key figures
Adelvest Finance

The presence for financial advice that has nothing to sell.

19 pagesDrawn chart layer in the heroFraunces and Inter, both variable
German and English €99 View

Every template costs €99 one-time including VAT, with everything included. New industries are in the works.

For your own websites and client projects. You receive the complete project folder. Want us to handle the setup?

What sets each template apart

Every template has a signature

One idea per template, built instead of promised. That is how you tell which one fits your project.

Levarth Financial advice

A calculator that calculates honestly

Savings rate, term, return, costs and inflation: the wealth calculator shows in real time what a savings rate becomes and how much of it disappears in fees. Today's purchasing power included.

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Oktant Wealth management

Nine charts, no library behind them

Performance, allocation, cost comparison, risk map, sparkline, calculator, liquidity ladder, rebalancing bands and a report mock-up are handwritten SVG. No chart package, no loading, no foreign styling. Change a number series and you change it in the data file, nowhere else.

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Anverth Financial advice

Articles that show a calculation instead of an opinion

The seven posts are more than content marketing. Each one picks up a question somebody has before the first meeting and answers it with a table: the pension gap, commission against fee, the repayment rate, custody costs. Whoever reads them knows the way of working before picking up the phone.

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Aurstett Financial advice

Case studies that calculate instead of advertise

The three case studies are the heart of the positioning: starting point, approach, three metrics and a quote per mandate, maintained from one dataset. Whoever reads them understands the way of working without a single sales word.

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Torvium Investment platform

A marketplace from one dataset

The marketplace is the heart of the platform: six assets with progress bars, key figures, filter and detail pages, all from one dataset in site.ts. A new asset is one entry, and card, detail page and navigation grow by themselves.

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Goldstett Wealth management

One table says more than any ad

The fee-versus-commission comparison table is the heart of the positioning: open, verifiable, maintained from one data source. Whoever reads it understands the business model without a single sales word.

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Adelvest Financial advisory

Nineteen pages from one data source

Services, team, case studies, articles and FAQ live in a single file. The pages grow from it, the navigation follows, and your AI never has to guess where a piece of content lives.

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At a glance

The templates compared

Template Industry Scope Signature Style Link
Levarth Financial advice 24 pages Wealth calculator in the browser Figtree
Oktant Wealth management 30 pages Nine charts as its own SVG Bodoni Moda carries the display sizes and the headings. The didone gives the site the calm a grotesque does not reach at this size, and its letter spacing is solved specifically for it.
Anverth Financial advice 26 pages Five services with sub-pages EB Garamond carries the display sizes and the headings. The serif gives the dark surface the weight that a grotesque does not have there.
Aurstett Financial advice 13 pages Three case studies with metrics Instrument Serif in roman and italic, the italic is the only emphasis, there is no bold cut.
Torvium Investment platform 21 pages Marketplace with asset detail pages Poppins in 400 to 700 for headlines, navigation and key figures, carries the clear platform tone.
Goldstett Wealth management 18 pages Serif headlines on navy and gold Playfair Display as the serif in 500 to 700, only for the display class, carries poise into every headline.
Adelvest Financial advisory 19 pages Drawn chart layer in the hero Fraunces as a variable display serif up to weight 900, tightly set, with optical sizing for large grades.

Every template in German and English, with design rules, project knowledge and seven skills. Scope counts finished pages, not blank layouts.

What matters

What matters on a website for financial advice

Service pages, team and contact show the structure of an advisory website. Check the detail page for included content and sample calculators. Replace professional claims, figures and references with your client’s reviewed information.

  1. Services people can place

    Wealth building, retirement, protection. Every service gets a page with process, audience and what the client holds in their hands at the end.

  2. Proof instead of promises

    Case studies, approach and qualifications show how advice is given. The templates work with samples that get replaced by real figures.

  3. The route to a first meeting

    Contact, appointment and a clear entry for new clients are ready on every page. Whoever has read enough finds the next step.

Common questions

What buyers ask before buying

Yes, and also insurance brokers, fee-only advisors and firms with a financial focus. The structure of services, approach, team and contact carries all four.

Sample calculators and figures in the template show the structure and get replaced. Before publishing you check every figure and every claim against your licence and your offer.

Imprint, privacy policy, initial information and notices have fixed places in the footer and on pages of their own. You write the texts with reviewed details of your own, the template deliberately does not generate them.

Start with a strong foundation

Find the template for your project. Adapt it in your AI tool with the included guidance.

  • Complete page structure
  • Seven skills included
  • German and English
How your template works

Download the website with all its pages, design rules and seven skills as a project folder.

ai-website.zipYour complete project folder
Website
Design
Copy
SEO
Quality
Knowledge
Seven skills for working on your website.

Open the project in your AI tool. Describe the brand and offer, then review the changes.

You set the direction.
“Use my logo and my colours.”

Design rules applied

Your brand incorporated

Services added

Your sentence becomes a change.

Replace sample content, check desktop and mobile, and publish with your own hosting provider.

your-website.com
Your brand
Your business. Your website.Your offer.
Clear and to the point.
Get in touch
Your content. Your pages. Your code.
Illustrative workflow
Web design from Cologne. A foundation for your work.Meet the studio