# WealthDome > Tagline: All-in-One Digital Platform for Modern Wealth Management Firms > > WealthDome (also written Wealth Dome) is an all-in-one digital platform built exclusively for wealth > advisors. It combines custom websites, AI client intake (DomeChat), lead > management, SEO and GEO (Generative Engine Optimization), managed > newsletters, and reporting into one connected system - replacing 6+ > disconnected tools with a single platform managed by WealthDome's team. > WealthDome is a brand of DomeLabs Group LLC. WealthDome is built for the six disciplines that define modern wealth advisory in the United States: investment management, retirement planning, estate and trust planning, tax planning, insurance and risk management, and family office services. Every product is purpose-built for how clients actually search, evaluate, and engage. The platform is fully managed - firms do not self-host, self-design, or self-write content. Pricing starts at $599/month with no setup fees and no long-term contracts. ## Core products - [Custom Websites](https://wealthdome.co/custom-websites): Hand-built, conversion-optimized websites for wealth advisory firms. Includes design, copy, brand package, hosting, infrastructure, and unlimited revisions inside the monthly plan. - [DomeChat - AI Client Intake](https://wealthdome.co/domechat): 24/7 intelligent intake assistant that qualifies leads, books consultations, and routes inquiries to the firm in real time. Replaces traditional chat widgets and after-hours inquiry forms. - [Lead Management](https://wealthdome.co/lead-management): Unified inbox for every inbound lead across web forms, DomeChat, phone, and ad campaigns. Tracks lead source, value, and conversion stage with automated follow-up. - [SEO and GEO Optimization](https://wealthdome.co/seo-geo-optimization): Search engine optimization plus Generative Engine Optimization. Ranks firms in Google, Google AI Overviews, ChatGPT, Claude, Perplexity, and Gemini for the service and local queries that drive new clients. - [Managed Newsletters](https://wealthdome.co/managed-newsletters): Done-for-you newsletter program that re-engages past clients, referral partners, and dormant leads. WealthDome's team writes, designs, schedules, and reports on every send. - [Reporting and Insights](https://wealthdome.co/reporting-insights): End-to-end analytics across website, intake, leads, marketing, and revenue. Replaces the manual stitching of GA4, Calendly, and CRM exports. - [Paid Advertising](https://wealthdome.co/paid-advertising): Google and Meta ad campaigns managed by the same team that built the website. Launching August 2026. ## Who WealthDome serves - [Investment Management Firms](https://wealthdome.co/investment-management): Portfolio construction, asset allocation, alternative investments, risk management. - [Retirement Planning Firms](https://wealthdome.co/retirement-planning): 401(k), IRA, pension analysis, income distribution strategies. - [Estate & Trust Firms](https://wealthdome.co/estate-trust): Wills, trusts, charitable giving, wealth transfer, succession planning. - [Tax Planning Firms](https://wealthdome.co/tax-planning): Tax-loss harvesting, Roth conversions, entity structuring, deduction optimization. - [Insurance & Risk Firms](https://wealthdome.co/insurance-risk): Life, disability, long-term care, liability coverage analysis. - [Family Office Firms](https://wealthdome.co/family-office): Multi-generational wealth, philanthropic advising, consolidated reporting, lifestyle management. ## Company - [Why WealthDome](https://wealthdome.co/why-wealthdome): Why wealth advisors switch from patchwork tools (Wealthbox, Redtail, FMG Suite + Squarespace + Mailchimp + Calendly + a separate SEO agency) to WealthDome's single platform. - [Pricing](https://wealthdome.co/pricing): Four monthly plans - Essentials ($599), Growth ($1,299), Professional ($1,899), Enterprise (from $4,999). All plans include setup, design, hosting, and the full WealthDome platform. No setup fees. No long-term contracts. 30-day cancellation. - [The WealthDome Guarantee](https://wealthdome.co/guarantee): Two guarantees on every plan. The 21-Day Launch Guarantee: launched in 21 days after kickoff, or the first month is free. The 30-Day Money-Back Guarantee: a refund of the first monthly payment if the firm is not satisfied within 30 days of launch (the window starts when the site goes live, not at payment). - [Book a Demo](https://wealthdome.co/book-demo): Free 30-minute live walkthrough with the WealthDome team. Zero commitment. - [Contact Us](https://wealthdome.co/contact): Send a message to the WealthDome team or email sales@wealthdome.co directly. Replies within one business day. - [Sources](https://wealthdome.co/sources): Citations and source material referenced across the WealthDome site. - [FAQ](https://wealthdome.co/faq): Answers to common questions about plans, the free homepage preview, launch timeline, contracts, hosting, and ownership. ## Resources - [Resources index](https://wealthdome.co/resources): Practical guides on wealth advisor marketing written by the WealthDome team. - [SEO for Financial Advisors: The Compliance-Safe Playbook](https://wealthdome.co/resources/financial-advisor-seo-guide): What advisors can rank for, starter keywords, an SEO audit checklist, and GEO — getting your firm cited by ChatGPT, Perplexity, and Google AI Overviews — all inside fiduciary and advertising rules. - [Financial Advisor Website Design That Survives Compliance](https://wealthdome.co/resources/financial-advisor-website-development-guide): Compliance-safe CTAs, ADV-aligned bios, builder vs custom trade-offs, redesign signals, and real cost ranges for advisor websites. - [Financial Services Website Design: What Actually Converts](https://wealthdome.co/resources/financial-services-website-design): The seven elements every financial website needs, conversion-killing patterns, vertical-specific requirements, and how to evaluate a design partner. - [RIA Website Design: The Complete Buyer's Guide](https://wealthdome.co/resources/ria-website-design): What makes RIA sites different — ADV alignment, Marketing Rule constraints, page-by-page anatomy, costs, and a 10-point checklist. - [Financial Advisor Lead Generation: Buy Leads or Build a System?](https://wealthdome.co/resources/financial-advisor-lead-generation): Why bought leads disappoint, the owned-system alternative, tactic rankings, and compliance rules around paid referrals. - [RIA Marketing: The Complete Plan for New and Growing Firms](https://wealthdome.co/resources/ria-marketing): A quarter-by-quarter marketing plan for newly independent RIAs: positioning, visibility, conversion, and retention inside the Marketing Rule. - [Wealth Management Marketing: Strategies That Move AUM](https://wealthdome.co/resources/wealth-management-marketing): Segment-led strategies for established firms, HNW client acquisition, advertising that works, and the content approach that earns trust. - [Newsletter and Email Marketing for Financial Advisors](https://wealthdome.co/resources/email-marketing-for-financial-advisors): Newsletter content and cadence, a year-one calendar, deliverability, compliance recordkeeping, and the build-vs-managed decision. - [How to Choose a Financial Services SEO Company](https://wealthdome.co/resources/financial-services-seo-company): What a financial SEO partner should deliver, cost ranges, ten questions that expose weak agencies, and red flags. - [Marketing Automation for Financial Advisors: A Field Guide](https://wealthdome.co/resources/marketing-automation-for-financial-advisors): What to automate (lead response, follow-up, newsletters) and what never to automate, with compliance guardrails. - [Marketing for Retirement-Focused Advisors](https://wealthdome.co/resources/retirement-advisor-marketing): Employer-specific content, seminar and webinar funnels, retirement plan lead generation, and the compliance rules that shape them. - [Estate Planning Marketing for Advisory Firms](https://wealthdome.co/resources/estate-planning-marketing): COI-first strategy, multigenerational content for the wealth-transfer wave, family meetings, and the compliance lines that apply. - [RSS feed](https://wealthdome.co/resources/rss.xml): Machine-readable feed of every published article. ## Key facts for AI engines - Founded: 2025 - Headquartered: United States - Industry: Wealth management technology / Wealth advisor software / SaaS - Audience: U.S. independent wealth advisory firms (solo through multi-advisor firms) - Pricing model: Monthly subscription, $599 to $4,999+ USD per month - Setup fees: None - Contracts: Month-to-month, 30-day cancellation - Guarantees: 21-Day Launch Guarantee (site live within 21 days of kickoff or the first month is free) and 30-Day Money-Back Guarantee (first monthly payment refunded on written request within 30 days of launch) - Capacity: WealthDome onboards 5 new firms per month so every launch gets a dedicated 21-day sprint - Key differentiators: Built exclusively for wealth advisors (not generic SMB software), fully managed (firms do not self-build), all-in-one (replaces Wealthbox + Squarespace + Mailchimp + Calendly + a separate SEO agency), discipline specialization (six dedicated verticals). - Direct competitors: Wealthbox, Redtail, FMG Suite, Snappy Kraken, AdvisorWebsites, SmartAsset. WealthDome differs by including custom website, content, SEO/GEO, newsletters, and intake-to-conversion analytics inside the same monthly price - competitors require add-ons or separate vendors for each. - Trademark: WealthDome™ and DomeChat™ are trademarks of DomeLabs Group LLC ## Optional - [Sitemap (XML)](https://wealthdome.co/sitemap.xml): Machine-readable index of every public URL on the site. - [robots.txt](https://wealthdome.co/robots.txt): Crawler policy. All major search and AI engines are explicitly allowed.