HubSpot Marketplace Theme

A Wealth Management HubSpot Theme for Advisory Firms That Want Credibility Online

Deep navy backgrounds, warm bronze accents, and clean institutional typography. 37 modules, 19 page templates, 6 landing pages. Every piece designed for wealth management firms on HubSpot CMS.

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Harrington & Co HubSpot theme for wealth management firms

Most wealth management websites look like SaaS landing pages

You manage money for a living. Your website should communicate institutional trust and decades of experience, not look like a tech startup that launched last month. But every HubSpot theme you find is built for software companies or marketing agencies.

Your clients expect a certain level of credibility from the first scroll. A generic template with pricing toggles and integration logos does not deliver that.

A HubSpot theme designed for wealth management and financial advisory firms

Harrington & Co starts with deep navy backgrounds and warm bronze accents. Inter handles all typography with the clean, institutional weight that clients expect from a firm managing their money. Every module is built for the way advisory firms present themselves online.

account_balance

37 modules built for advisors, compliance, and client engagement.

text_fields

Inter typography with clean, institutional weight throughout.

palette

Deep navy and bronze palette with warm, credible design language.

Modules built for wealth management

person

Advisor profiles with certifications

Full bio pages with headshot, title, certifications (CFP, CFA, CIMA, ChFC), education, years of experience, and contact information. Built for the way clients evaluate who will manage their money.

monitoring

AUM stat counters

Animated counters for assets under management, years in business, client households, and any quantifiable credibility signal. Count up on scroll with prefix and suffix support for $, B, +, and % symbols.

calculate

Financial calculators

Interactive compound interest calculators where prospects input savings, contributions, return rate, and time horizon. Projected growth keeps visitors engaged and positions your firm as a resource.

lock

Client portal login

A dedicated login module connecting clients to your portfolio platform, custodian portal, or document vault. Branded and on your domain instead of a generic third-party login screen.

calendar_month

Consultation booking

Embed HubSpot Meetings or a custom intake form. Split layout with the booking calendar on one side and your firm's value proposition on the other. The conversion point every advisory site needs.

verified

Compliance and trust badges

Configurable ADV disclosures, fiduciary statements, and regulatory disclaimers. Display SEC registration, FINRA membership, CFP Board marks, and NAPFA affiliation. Built for RIA requirements.

19 page templates + 6 landing pages

Every page a wealth management firm needs is already designed and ready to customize. No building from scratch, no adapting a template that was made for a different industry.

Homepage

About

Services

Service Detail

Advisors

Advisor Profile

Client Outcomes

Client Stories

Testimonials

Careers

News

Community

Events

Locations

Client Portal

Contact

FAQ

Legal

Documentation

LP — Discovery Call

LP — Retirement Planning

LP — Family Wealth

LP — Investment Management

LP — Financial Calculator

LP — Wealth Guide

All 37 modules

widgets

Core layout modules

Hero Editorial, Text Block, Image Showcase, Cards, Editorial Grid, Portfolio Grid, Stats, Testimonials, FAQ, CTA Banner, Services Section, Process Steps, Marquee Ticker, Before After, Video Embed, Image Gallery, Pricing Cards.

Hero Editorial Text Block Image Showcase Stats Testimonials FAQ CTA Banner

account_balance

Wealth management modules

Advisor Bio, AUM Stats, Financial Calculator, Client Portal Login, Consultation Booking, Consultation Form, Compliance Disclaimers, Trust Badges, Event Listings, Office Locations. Plus Navigation, Navigation Menu, Footer, Contact Form, Blog Post Header, Related Articles, and Docs.

Advisor Bio AUM Stats Financial Calculator Client Portal Compliance Disclaimers Trust Badges

Built for

check Registered investment advisors and RIAs
check Wealth management firms serving high-net-worth individuals
check Financial planning practices using educational content as a prospecting tool
check Multi-advisor firms needing individual advisor pages with credentials
check Family offices that need a private, credible web presence
check Any financial services firm that wants an institutional, trust-forward design

Questions

What HubSpot tier do I need?

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CMS Hub Starter, Professional, or Enterprise. Free CRM accounts without CMS access cannot use custom themes.

Is this only for wealth management firms?

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Harrington & Co was designed for wealth management and financial advisory firms, but the modules and templates work for any professional services firm that wants a navy-and-bronze institutional design. Accounting firms, insurance brokerages, and private equity firms have similar needs.

Do I need a developer?

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No. All 37 modules are drag-and-drop with visual controls. Your marketing team or operations manager can update content, swap images, and build new pages without writing code.

Can I customize the colors and fonts?

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Yes. Every design token is a theme setting. Colors, fonts, button styles, form inputs, spacing, shadows, border radius. Change it once and it updates across every page and module.

Does it handle compliance disclaimers?

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Yes. A dedicated compliance module handles ADV disclosures, fiduciary statements, regulatory disclaimers, and risk warnings. Your compliance officer can update disclosures directly in HubSpot without touching the rest of the page.

Can I try before I buy?

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Yes. The full demo is live at nopethemes.com/harrington-co. Browse all 19 templates, test every module, and review the documentation before purchasing.