Wealth management / RIA
Cornerstone Capital
Fiduciary planning across generations
Independent RIA. Fiduciary, generational, conservative.
- 19 pages
- Calculator
- client-portal-login
- client-stories
- contact
- faq
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Sample sites — fictional brands, real builds
Finance websites that build trust without dimming conversion
Wealth management, lending, and credit unions all sell trust, but to wildly different buyers. We built three distinct compliance-aware sites.
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Personal lending
Crescent Loans
Funded in 24 hours
Direct personal lender. Speed + soft-pull rate transparency.
- 18 pages
- Configurator
- about
- apply
- calculator
- contact
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Credit union / cooperative
Greater Trust CU
Banking owned by you
Community credit union. Members-not-customers messaging.
- 32 pages
- Quiz
- about
- account-match
- accounts
- become-a-member
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Small-business CPA firm
Ledger & Pine CPA
Your year-round finance department
Recurring client-accounting-services CPA firm: monthly bookkeeping/payroll/advisory/CFO retainers, not a seasonal 1040 mill. Ledger-minimal, published pricing.
- 11 pages
- Quiz
- services
- industries-we-serve
- pricing
- find-your-fit
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Mortgage brokerage
Copperline Mortgage
One application. Twenty-six lenders.
Independent Canadian mortgage brokerage. Broker-vs-bank clarity, real mortgage math, transparent compensation.
- 12 pages
- Calculator
- how-it-works
- rates
- calculators
- pre-approval
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Independent insurance agency
Porchlight Insurance Group
We shop it. You choose.
Independent multi-carrier personal-lines agency. Plain-language coverage education, commission honesty, a gap-finding coverage checkup: no fake premiums anywhere.
- 14 pages
- Quiz
- auto-insurance
- home-insurance
- renters-insurance
- umbrella-insurance
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Credit repair & debt counseling
Steadwell Financial Counseling
No guaranteed scores. No advance fees. The honest way through.
Honest credit-repair + debt-relief counseling firm. The anti-scam playbook IS the positioning: CROA-compliant after-the-work billing, published can/can't-do lists, a who-we-turn-away section, and a free-review wizard that tells some visitors not to hire anyone.
- 11 pages
- Quiz
- how-it-works
- credit-repair
- debt-relief
- pricing
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Neighborhood tax preparation office
Paperclip Tax Co.
Taxes done in person. Fees posted first.
A neighborhood tax office with fees by return type posted as examples, a fee estimator, a printable what-to-bring checklist, a neutral refund-advance explainer, IRS letter help, three drawn storefront locations and a 5-step appointment request. No refund promises.
- 16 pages
- Fee estimator
- about
- book
- contact
- faq
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Every sample is a fictional brand we designed and built end-to-end — browse them like a real customer would, cart to checkout, booking to confirmation.
Your finance website, designed from scratch
None of these are themes — each was designed for its brand. Yours will be too: strategy, design, build, and the marketing engine behind it.