You know how the saying goes: money makes the world go round. If you’re running a business that offers finance and investment services to clients, then you’re aware of how true that saying is. We live in the internet era – if you’re not on the world wide web, it’s as if you don’t exist. No matter how successful you currently are, if you want to expand your client base and keep your business growing, you need to open up to thousands of potential new clients by establishing a strong online presence.
There’s no need to hire expensive designers or learn how to code. With our selection of investment WordPress themes, you can have a website up and running in a matter of minutes. Whichever WordPress finance theme you go for, they are all easy to setup and customize. They also meet the main criteria you need to worry about. All templates are SEO-friendly, thus ensuring your website’s high ranking on search engines. They’re also fully responsive and compatible with different devices.
To help you find the perfect WordPress investment theme for your business, we have selected some of the best ones available right now. Read about their features, take a look at live demos, and get ready to take your business to the next level.
Walton – Finance & Consulting Corporate WordPress Theme
Built using Cherry Framework 5, this Walton template has everything you need to promote your finance consulting business online. It comes with TemplateMonster’s own drag-and-drop Power Page Builder which makes it really easy to build your page. Further customization can be done in a matter of seconds with the Live Customizer. There are plenty of modules and plugins for you to bring your business closer to the visitors.
With this template, you can showcase your services and experience in a simple yet efficient manner. The homepage can be enriched with your client portfolio, testimonials from business owners who have used your services, as well as your company’s pricing plan. Links to pages are shown in a drop-down menu on the top of the page. Your clients can schedule a consultation quickly using the Appointment Manager plugin in combination with the calendar feature. This theme is also fully responsive and SEO-ready.
ProCount – Accountant & Financial Business WordPress Theme
This SEO-friendly, 100% responsive template will take your business to the next level. With the support for hundreds of Google Fonts and a variety of content modules and Cherry plugins, you can show your potential clients that you’re running a reliable and trustworthy business. The theme has an intuitive slider that makes your visitors’ browsing experience all the more immersive. You can display your clients, their testimonials, as well as individual members of your team of professionals.
ProCount also comes with an extensive calendar feature that allows your visitors to schedule an appointment by choosing the time and date that works best for them. You can use the Newsletter plugin to build your own mailing list and keep your clients informed on the news and services your company offers. You will also be able to share your expertise and business know-how utilizing the blog functionality, which also lets you feature certain posts on the front page.
Ascendio – Corporate & Business WordPress Theme
The Ascendio template has all the features you’d want to find in business websites rolled into a single WordPress theme. It comes with Elementor, a state-of-the-art page builder that makes the setup process easier and faster than it has ever been before. The template has Ecwid integration, allowing you to set up your own online store and feature products and services on the front page of your website.
Numerous Elementor modules and widgets allow you to turn your site into an eye-catching portfolio that will surely capture the attention of prospective clients. Showcase your impressive client list, your successful projects, testimonials from your happy clients, or some of the experts that make up your company’s team. With Ascendio, you get to customize both the header and the footer to your liking. It also comes equipped with contact pages, calendar feature, newsletter plugin, and social media buttons.
Fully responsive and SEO-friendly, Ascendio is the theme to beat when it comes to finance websites.
Monstroid2 – Multipurpose WordPress Theme
Here’s a one-size-fits-all template that, although not designed specifically for finance and investment businesses, is perfect for them. Monstroid2 is a multipurpose theme that’s very customizable. You can choose between 9 basic design options and then proceed to customize the header and the footer. Included with the theme are dozens of plugins, widgets, and modules that will help you take your business to the next level.
Monstroid2 gives you all the options you need: appointment booking for clients, team member showcase to highlight the highly competent professionals working for you, as well as a customizable blog feature where you can share news and think-pieces written by financial experts. If your business is active in different markets, there’s no need to set up a different website for each location. With the multi-language support, visitors can choose the language they want to read your website in with just one click.
Advisto – Financial Advisor Consultancy WordPress Theme
Advisto is a template that’s clean and sophisticated on the outside, but it packs a lot of punch on the inside. This SEO-friendly theme can promote your business and bring in numerous new clients with its polished look and great functionality. It comes with many customizable plugins and modules you can use to showcase your talents and vast experience in the business.
Visitors will be impressed when they see a list of clients who rely on your services and their testimonials, as well as success stories of your team members. The DropDown menus are fixed at the top of the page at all moments, so you clients can access different pages without the need to scroll back to the top. In just a few seconds, they can set up a consultation session with one of your experts. To help them find your offices more easily, Advisto comes with built-in support for Google Maps.
BigVenture – Business & Consulting WordPress Theme
Designed specifically for businesses, BigVenture is an SEO-friendly WordPress template that comes packed with plenty of useful features. The drag-and-drop page builder allows you to set up your website in under a few minutes and rearrange the content to your liking as you go. Built using Cherry Framework 5, it comes with numerous Cherry features, so you can showcase how successful your business is, as well as individual achievements and accomplishments of individual members of your team.
This template also sports a very elaborate appointment booking feature that’s designed for both your current clients as well as prospective clients looking to have a consultation session with one of your experts. Using custom widgets, you can give visitors all the information they need before they reach out to you: the types of projects you work on, useful audio and video materials, as well as your pricing plans.
Paletta – Corporate & Business WordPress Theme
There’s a lot to be said for the simplicity and efficiency the Paletta template provides. This fully responsive, SEO-friendly theme features a unique color scheme and large fonts that let your business and accomplishments do all the talking. It doesn’t matter how much content you want to feature on your front page: with the use of sleekly designed horizontal sliders, your page will never feel overstuffed or clogged up, and your website will load quickly and without lagging.
This template supports a variety of Google Fonts and social media websites. It also allows you to integrate Google Maps to help your clients find your office when they come in for the consultation session they’ve scheduled online. You can also build a mailing list and inform your clients about the news and special offers by sending them a periodical newsletter. Whenever you edit your template, you can rest assured that it will look great across all browsers.
FinExpert – Financial Advisory Company Responsive WordPress Theme
Designed using Cherry Framework 5, the FinExpert theme takes full advantage of all the features that come with it. You can use Cherry Features to build a unique portfolio on your website that will surely impress prospective clients and reassure your current ones that they’ve made a smart choice. Then there’s the Cherry Services feature that allows you to showcase all the different services you offer and share your success stories with your visitors.
Another great thing about FinExpert is the Cherry Search integration. This is an intuitive search feature that allows your clients to search the entirety of your website and preview the content without having to leave the page. This SEO-friendly, fully responsive template has a built-in support for social media, Google Fonts, and Google Maps. Customization is based on the drag-and-drop model and takes just seconds. Using the contact form, clients can get in touch with you quickly and conveniently.
Profit Consulting – Financial Advisory WordPress Theme
Profit Consulting is another highly customizable WordPress template that hides lots of powerful features underneath its minimal, eye-pleasing design. It comes with four basic color scheme options that you can choose from. Additionally, you can change the text color across different sections of your home page, ensuring that your website looks unique and that the content is always easy to read.
Aside from the usual features, Profit Consulting offers two plugins that will be very beneficial to finance and investment businesses. One of them is the stock ticker widget that gives your clients real-time insight into the latest trends in the financial market. The other is the lease calculator widget that lets your clients calculate their repayments over a specific period of time-based on the information they enter.
You can also build a company portfolio, showcase your team and pricing plans, and allow your clients to contact you easily via an elaborate message form.
Business Investment & Management WordPress Theme
BuyInto utilizes TemplateMonster’s drag-and-drop Power page builder that allows you to set up your website and get going in a matter of minutes. It comes with a Live Customizer that lets you see every change you make on the go, so there’s no need to refresh the page to see the changes take effect. There are seven different header design options you can choose from. With custom widgets, you can display your pricing plan, calendars for different purposes, featured blog posts, as well as your social media links.
Because it was made using Cherry Framework 5, this template comes with a whole slate of Cherry Features that will help you present your business to both current and future clients in the best way possible. You can display your client portfolio and their testimonials about your successful collaboration. In addition to this, you can also showcase your services and projects and build your own mailing list.
Stexchange – Financial Broker Services Responsive WordPress Theme
Stexchange is another SEO-friendly, fully responsive WordPress template that has built-in support for social media links, Google Fonts, and Google Maps. Don’t be fooled by the minimal design: this theme comes with numerous useful features that can help your online business blossom. There are multiple predefined layout options to choose from, as well as 7 different header layouts.
Your clients no longer have to go through the hassle of calling you on the phone to schedule a meeting with your team members. The booking form allows them to pick the date when they want to meet you and instantly see what times you have available for consultations on said date. There are lots of custom widgets that allow you to display useful information: pricing plans, featured blog posts, statistics, and your team of experts. If you want to, you can even display the number of clients you have!
These are our top picks for the best investment WordPress theme currently available. Their ease-of-use and simplicity are difficult to match and give you complete control over how your business will be represented on the internet. All templates are packed with features that allow you to showcase all the services you offer and the achievements of your team members.
Nothing says you’re running a reliable, trustworthy business like testimonials from your clients. Every finance WordPress theme featured in this list lets you display those testimonials, thus showing your prospective clients they will make a right choice if they decide to partner up with you. These templates come with plugins and widgets that allow you to turn your website into an impressive online portfolio.
There are many WordPress themes out there, all designed for specific businesses with the sole purpose to offer you a quick and easy solution for taking your business online. Many potential clients need the services you provide, but if they can’t find you in online searches, they won’t be able to get in touch with you. Building an impressive website in just a few minutes is all it takes to see your business grow even stronger than it currently is.
>Have you already tried one or more of these templates on your own website? If so, share your experiences in the comment section below.
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