Websites with Hosting & Support for financial advisors and RIAs.
Site looks like every other RIA's, the SEC Marketing Rule update opened the door to testimonials but the firm hasn't capitalized, and lead-gen is still cold-LinkedIn or COI referrals.
Websites with Hosting & Support, built for the way financial advisors and RIAs actually win work.
A site built for the way financial advisors and RIAs actually win work
Your homepage isn't a brochure — it's the first conversation with principal advisor, managing director, or marketing lead prospects. We design every page around the next click, not the prettiest hero.
Modern stack: Next.js + Vercel
Sub-2-second loads, indexed cleanly, mobile-first. Same architecture we use on SiteLyft itself.
Integrations with the tools financial advisors and RIAs already use
eMoney, Redtail, Wealthbox, Orion, and the rest of your stack — wired in, not bolted on.
Same-day support, in-house team
Email or text us during business hours. No ticket queues, no offshore relays. The person who built your site is the person who fixes it.
Investment range for financial advisors and RIAs.
Scoped to compliance and intake requirements; priced under SmartSites and FMG Forge for comparable scope.
What good looks like for financial advisors and RIAs.
We work with principal advisor, managing director, or marketing leads at financial advisors and RIAs who are tired of site looks like every other ria's, the sec marketing rule update opened the door to testimonials but the firm hasn't. Most engagements start with a Diagnostic & Roadmap so we agree on what to build before we build it.
Questions financial advisors and RIAs ask us.
Do you actually work with financial advisors and RIAs?
Yes. Websites with Hosting & Support for financial advisors and RIAs is one of our active engagement types. We start with a 15-min discovery call to confirm fit before any scope or pricing.
What does this cost for financial advisors and RIAs?
$2,500–$6,000 build · $200–$500/mo dev, hosting & support. Scoped to compliance and intake requirements; priced under SmartSites and FMG Forge for comparable scope.
How does this work with our existing tools?
We integrate with eMoney, Redtail, Wealthbox and the rest of your stack. We don't ask you to switch platforms — we wire into what you already pay for.
The SEC Marketing Rule makes our compliance team kill every campaign before it ships?
Fair concern. Websites with Hosting & Support for financial advisors and RIAs is built specifically against this objection — not a generic agency template forced onto your vertical. We've worked under SEC Marketing Rule (Rule 206(4)-1) and FINRA advertising rules before — every asset is reviewable, every claim is sourced. The 15-min call is the cheapest way to find out if we're full of it.
See if SiteLyft is the right fit for your financial advisors and RIA.
15-min discovery call. We confirm fit, talk scope, and quote in writing within 24 hours. No pressure, no auto-renewing retainer.