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.
Does SiteLyft handle SEC Marketing Rule compliance?
Yes. Every testimonial, endorsement, and performance claim is structured to meet the SEC Marketing Rule (Rule 206(4)-1) disclosure requirements — including the required testimonial/endorsement disclaimer language and material conflict disclosures. Your compliance officer reviews and approves before publish.
Will my CCO be able to approve every page?
That's the design constraint. Every published page includes a compliance review checklist, every claim has a sourceable footnote, and the CMS supports a 'compliance hold' state so pages can be queued for approval without being live. Most firms have their CCO in the review workflow from day one.
Do you integrate with Redtail, Wealthbox, or eMoney?
Yes. Webhook integrations to Redtail, Wealthbox, and Salesforce Financial Services Cloud are standard. eMoney and MoneyGuidePro client-portal handoffs are scoped per engagement since they vary by enterprise version.
How does this compare to FMG, Twenty Over Ten, or AdvisorEngine?
Those are templated-platform plays at $79-$300/mo, optimized for solo practitioners who need a site at all. SiteLyft sits a tier above: custom-built Next.js sites for RIAs and wealth firms that want differentiation, compliance-friendly content workflows, and the ability to actually rank against the big aggregators.
What about the testimonial rule update — can advisors use client reviews now?
Yes, under the 2021 SEC Marketing Rule update, advisors can use testimonials and endorsements with proper disclosures. We build the testimonial collection workflow, the disclosure language, and the CCO review queue so the firm can finally capitalize on the reviews it has been quietly holding for years.
Other ways we help financial advisors and RIAs grow.
- SEO / AEO / GEO at Scale for Financial Advisors
Programmatic content at AI scale — thousands of structured pages that rank in Google AND get cited by ChatGPT, Perplexity, Gemini, and Copilot.
- Lead Generation for Financial Advisors
Cold email, cold calling, LinkedIn outreach, paid ads, and social management — wired to feed the same pipeline.
- Sales Pipeline System for Financial Advisors
A self-fueling flywheel — podcast, content, and retargeting compound into pipeline. You show up for the podcast and follow up; we handle everything in between.
Who else we build websites with hosting & support for.
- Websites with Hosting & Support for Consultants & Business Coaches
Personal-brand site looks polished but doesn't generate inbound — every booked call still comes from referral or LinkedIn DMs.
- Websites with Hosting & Support for GovCon Service Providers
Capability statement is buried as a PDF, SAM.gov is registered but inactive, and every contract still comes from past-performance and warm intros.
- Websites with Hosting & Support for Law Firms
Firm site is dated, intake is friction-heavy, and the agency on retainer charges $5K+/mo for results that look like a templated WordPress build.
- Websites with Hosting & Support for Tech Start-ups
Founder shipped the site in two weekends with v0 or Lovable; works for early-stage but is missing the SEO footprint, programmatic content, and product-led growth surface needed to scale past founder-led sales.
- Websites with Hosting & Support for Construction & GCs
Project gallery is on a 2015-era WordPress site, Google Business Profile is half-filled, and the bid pipeline still depends on the same five referral sources.
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.