You imagine it. Kleap builds it.
Describe what you want to create. AI builds the design, features and logic, then develops the project further with your feedback.
- Your idea
- A working app
- Your next improvements
Your financial planner website, live in minutes
Create Your Financial Planner Website
Tell Kleap what you offer, the clients you serve and the tone you want. The AI builds a complete financial planner website you can publish for free, no credit card required.
You create. Kleap handles the technical side.
Describe the website or app you imagine. Kleap helps you build it, publish it and keep improving it, with tools to monitor how it works and fix issues.
Data and accounts come with the territory.
Database, authentication and forms: build a client portal or an app with the data and access it needs.
- Database
- User sign-in
- Access and roles
Your tools, inside your app.
Add Stripe, business tools and integrations. Connect your accounts and keys to fit the project to the way you work.
- Stripe
- Business tools
- Integrations
A Guardian after launch.
The Guardian spots website issues and helps you fix them with AI. Return to your project in the chat to make the corrections.
- Broken links and 404 errors
- Page and SEO issues
- Fixes with AI
Everything to go live.
Publish with hosting, connect your domain and follow your activity with analytics and the Search Console integration.
- Hosting
- Your domain
- Analytics and Search Console
Your project keeps moving with you.
Keep your code, connect GitHub and work with AI tools like Claude or ChatGPT. AI assistance and human support on paid plans help you along the way.
- Your code
- Claude and ChatGPT
- AI and human support
Most financial planners still rely on a static brochure site, a clunky template or an agency that charges thousands and takes weeks to deliver. The result is a website that quietly undermines the trust you work hard to build face to face. Kleap flips that around: you describe your advisory services, your niche and your brand voice in plain English, and the AI generates a financial planner website with the right pages, structure and calls to action already in place, ready to publish and edit whenever you like.
Everything your financial planner website needs
A designer's result at the speed of a sentence.
Trust-first service pages
Pre-built layouts for retirement, tax, investment and estate planning that put credentials and outcomes front and centre.
Compliant-ready content blocks
Disclaimer, risk warning and FCA/SEC-style footer slots are wired in so you can drop in your own wording without touching code.
Lead capture and booking
Contact forms, discovery-call calendars and newsletter sign-ups are baked in so enquiries go straight to your inbox or CRM.
Hosting and SSL included
Your site is hosted on Kleap with SSL, fast loading and mobile responsiveness handled from day one.
Why a financial planner website is different
Advisory websites have to do more than look professional. Visitors are comparing you to other firms, checking your credentials and deciding whether to book a call, often within seconds. Kleap builds financial planner websites around that reality, with service pages, about sections and FAQs written for the way clients actually search.
- Clear separation between retirement, tax, investment and estate services
- Dedicated advisor bio pages that build personal trust
- FAQ blocks tuned to common financial planning questions
From prompt to published financial planner website
Open Kleap, write a short description of your practice and let the AI generate your site. You can edit any section, swap the colour palette to match your brand and add new pages as your services grow. When you are happy, publish on a free Kleap subdomain or connect your own domain in a few clicks.
- Describe your practice in one or two sentences
- Edit copy, images and layout with a simple visual editor
- Publish free or connect a custom domain instantly
Designed to convert visitors into clients
Every Kleap template for financial planners is built around a clear path: hero headline, proof, services, advisor story and a prominent call to action. Forms, booking widgets and phone links are placed where visitors expect them so more enquiries turn into discovery calls.
- Above-the-fold headlines that speak to client goals
- Sticky contact and booking buttons on every page
- Testimonial and case study sections ready to populate
Hosting, security and updates handled
Kleap takes care of hosting, SSL certificates, performance and mobile responsiveness so you can focus on your clients, not your tech stack. When regulations or services change, you edit the copy in Kleap and the site updates the same moment, with no developer involved.
- Managed hosting with SSL on every page
- Mobile-optimised layouts out of the box
- Edit content any time and see changes live immediately
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Frequently asked questions
What is a financial planner website?
It is a website built specifically for financial advisors and planners. It showcases your services, credentials and contact options so prospective clients can learn about you and book a discovery call.
Can Kleap really build a financial planner website from a prompt?
Yes. You describe your practice, services and audience in a short prompt and Kleap generates pages, copy and layout for a complete financial planner website you can edit and publish.
Do I need to know how to code?
No coding is required. Everything is edited visually in Kleap, from headlines and service descriptions to images and colours. If you can write an email, you can run your site.
Is it free to build and publish a financial planner website on Kleap?
You can build, edit and publish on a free Kleap subdomain at no cost, with no credit card needed. Paid plans add custom domains, extra storage and advanced features.
Can I add my own domain name?
Yes. On any paid plan you can connect a domain you already own or register a new one, and Kleap will handle SSL and DNS for you.
Will the site include compliance and disclaimer sections?
Kleap templates for financial planners include footer and page slots for disclaimers, risk warnings and regulatory text. You drop in your own approved wording, so the site stays aligned with your compliance requirements.
Create your financial planner website now
Describe it, AI builds the site. Free, no credit card.