Wealth management / RIA
Cornerstone Capital
Fiduciary planning across generations
Independent RIA. Fiduciary, generational, conservative.
- 11 pages
- Calculator
- our-approach
- services
- retirement-readiness
- team
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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.
- 8 pages
- Configurator
- how-it-works
- rates
- eligibility
- apply
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Credit union / cooperative
Greater Trust CU
Banking owned by you
Community credit union. Members-not-customers messaging.
- 13 pages
- Quiz
- accounts
- loans
- cards
- account-match
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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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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.