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Best Framer templates for wealth managers

A wealth manager wins mandates on trust and track record, not on a hero animation. The site has to show the approach, the mandates and the actual numbers, and it has to read as careful. Most finance templates do the opposite: they hide the numbers and lead with values.

This is a short round-up for an independent investment manager, wealth manager or family office that wants a Framer site.

What a wealth manager's site actually needs

  1. The record, in the open. Track record and fee tables a prospect can read, not a "get in touch" wall.
  2. The approach, stated plainly. How you invest and who you invest for.
  3. The people. Partners with names, because mandates are given to people.
  4. Insights that stay current. A CMS, so a new quarter is a form and not a redesign.

The pick on getsites

Halbrook: Free. A Framer site for an independent investment manager, wealth manager or family office that wins mandates by showing its record. The approach, the mandates, full track record and fee tables as editable text, the partners, and insights on the CMS. Eight pages and six sample articles, a contact form, a real full-screen phone menu and a branded 404. getsites.co/templates/halbrook

How to go live

  1. Remix it. It is free.
  2. Put your approach and your mandates in.
  3. Fill the track record and fee tables with your real numbers.
  4. Add your partners and a few insights on the CMS.
  5. Point the contact form at your email and publish.

If these are not the shape you want

These are not getsites templates. Two on the Framer Marketplace aimed at finance:

Finary: $49, a polished fintech template. Trade-off: it is built as a product landing page for a finance app, so it does not carry the track record, partners and insights structure a firm site needs.

AlphaLedger: $99, a premium template with a market-dashboard look. Trade-off: it is built for crypto and trading products with placeholder dashboards, so a traditional advisory would rebuild most of it.

Cost

Free, plus your domain and Framer plan. getsites.co/learn

Related

Best Framer templates by use case · Templates for wealth management · All templates

COMMON QUESTIONS

Is it really free?

Yes. Halbrook is a free Framer template. You remix it, make it yours and publish, with no licence fee.

Can I put my real track record in?

Yes. The track record and fee tables are editable text, and insights run on the CMS, so updating a quarter is a form, not a rebuild.

How many pages is it?

Eight pages plus six sample insight articles, with a contact form, sticky nav, a full-screen phone menu and a branded 404.

Will it work on a phone?

Yes. It ships with hand-tuned desktop, tablet and phone layouts.