of RIA websites have modern embedded scheduling.19 WealthDome turns visitors into booked consultations.
Built for Wealth Management Firms,
Not Everyone
Most wealth management firms manage their website, lead capture, SEO, newsletters, and reporting across separate tools and vendors. WealthDome brings it all together in one platform, managed by one team.
Launched in 21 days
Built for wealth firms
No long-term contracts
The Cost of Too Many Vendors
Your website, intake, SEO, newsletters, and reporting live in different hands. When something breaks, every vendor points somewhere else.
Leads Slip Between Systems
An inquiry only matters if someone captures it and follows up. Disconnected tools make that harder than it should be.
Reporting Tells Half the Story
Traffic, calls, bookings, and follow-up live in separate dashboards, so you cannot see what is working.
The new standard for wealth management firms online
The WealthDome™ standard covers every part of the growth platform.
Clean, Modern Design
A visually striking site with polished animations and a professional aesthetic that builds trust on contact.
Custom Content That Converts
Service-line pages, advisor bios, and CTAs written for your firm's voice and the engagements you actually want.
Mobile-First Performance
Most advisory traffic arrives on mobile. Sub-second load times and responsive layouts keep every lead.
Strategic Calls-to-Action
Every page guides visitors to the next step: book a consultation, start a DomeChat™, or submit an inquiry.
AI-Powered Intake & Chat
DomeChat™ engages visitors 24/7, qualifies leads instantly, and routes them to your dashboard so you respond first.
SEO, GEO & Local Visibility
Rank on Google, get cited by AI search like ChatGPT and Perplexity, and compete in the local map pack.
Managed Newsletters
Done-for-you monthly newsletters tailored to your services, keeping your firm top of mind.
Analytics, Compliance & Security
Full conversion tracking, monthly reports, ADA-compliant design, SSL encryption, and CAN-SPAM-ready email.
Where wealth management firms lose clients
The numbers reveal the gaps most advisory firm websites leave behind, from missed bookings to lost leads.
of affluent prospects expect a response within 24–48 hours.3 DomeChat™ captures and qualifies leads while your firm is closed.
lead-to-appointment rate for advisors who respond same-day, vs. 25% after 24 hours.21 WealthDome makes sure every inquiry gets a reply.
of nearby mobile searchers visit a business within a day.1 WealthDome helps your firm get found where clients search.
in revenue for every $1 spent on email marketing.2 WealthDome keeps your firm top of mind.
of affluent prospects prioritize responsiveness when choosing an advisor.4 WealthDome tracks every lead, source, and response.
Your current stack vs WealthDome
Most firms buy the same tools separately, eight vendors, eight invoices, zero shared data.
The monthly bill, itemized
SEO & GEO$3,000
Custom Website$1,700
Managed Newsletters$2,000
Edit hours (6/mo)$900
Account Manager$300
AI Intake, DomeChat™$200
Reporting & Insights$150
Lead Management$100
Bought separately*$8,350/mo
WealthDome Professional$1,899/mo
You save$6,400/mo$76,800/yr
*Market values estimated from published vendor and agency pricing. See sources →
$8,350+/mo
Buying separately
$1,899/mo
WealthDome Professionalplans from $599/mo
Your new homepage is already waiting
See exactly how your firm’s new site could look before you commit. Book a free demo to walk through the custom homepage we built for your firm.
Custom homepage preview
Strategy walkthrough
No contracts, no pressure
We only onboard 5 new firms a month, so your firm gets the attention it deserves.