For wealth management practices in United States
A wealth management website that attracts the right clients. Watch it get built.
A custom website with one custom AI feature, built live in an afternoon. Inside your own Replit, on your own domain. You walk away owning everything.
Explore the full site: Meridian Wealth Group at newvibecitywealthmanager.com
Look at what we build.
Every business below is fictional. The websites are real — live on their own domains, with real working features.
NVC demo · real code, fictional clientLily & Bloom
Florist with AI-generated bouquets, online wedding bookings, and birthday celebration cards in the city feed — neighbors drop real V̅ flowers as gift-comments.
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NVC demo · real code, fictional clientEmber & Salt
A neighbourhood restaurant with real ordering wired into the New Vibe City Bank.
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NVC demo · real code, fictional clientCrestline Dental
A family dental practice with AI symptom triage, a patient portal, and a booking flow that fits how people actually call a dentist.
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NVC demo · real code, fictional clientQuizzinator
AI-generated personality quizzes with infinite content, viral share cards, and a real identity-vector engine under the hood.
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NVC demo · real code, fictional clientFaro Royale
Wild West–themed real-time card game — player-vs-player Faro with rotating banker, 10-second rounds, and a real PvP economy.
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NVC demo · real code, fictional clientVitale Plumbing & Mechanical
Emergency plumbing crew with transparent pricing and a booking flow that fits when your water heater dies at midnight.
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NVC demo · real code, fictional clientSummit Roofing & Exteriors
Roof replacement, hail-damage inspections, and gutter work — insurance-claim paperwork handled in-house.
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NVC demo · real code, fictional clientThe Calloway Group
Real estate brokerage with searchable listings, neighborhood guides, and instant agent dispatch.
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NVC demo · real code, fictional clientApex Home Lending
Mortgage broker with same-day rate quotes and a portal that doesn't make first-time buyers panic.
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NVC demo · real code, fictional clientMeridian Wealth Group
Fiduciary wealth management with transparent fees, retirement planning, and small-business owner specialists.
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NVC demo · real code, fictional clientSculpt by Dr. Renata Cole
Board-certified plastic surgery practice with online consultations and a results gallery that respects patient privacy.
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NVC demo · real code, fictional clientNew Vibe City Ventures
The city's investment arm — funding local businesses, Charter-aligned real estate, and citizen-owned cooperatives.
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Meet the demo. Then imagine your practice.
Meridian Wealth Group is a fee-only fiduciary advisory firm in New Vibe City. It is entirely fictional. But the website is entirely real — built to the same spec we'd build yours.
Every AI assessment works. Every discovery call pipeline captures real data. Walk through it and see exactly what your real firm's site could look like.
AI-Powered Assessment Tools
8 interactive tools including Financial Clarity Engine, Quiet Wealth Profile, Tax Efficiency Score, and Estate Gap Map. Four use Claude AI for personalized analysis that flows into discovery calls.
Discovery Call Pipeline
Multi-step intake that captures financial context, goals, concerns, and assessment results. Auto-populates the advisor's prep materials — every call starts informed.
Client Portal
5-tab portal: overview, document vault, quarterly reviews with AI-generated prep, life event tracking with checklists, and account settings. Role-based access for partners, advisors, and clients.
Quarterly Review System
AI-generated review prep materials based on client portfolio, life events, and market conditions. Structured review templates that ensure consistency across your team.
Lifecycle Automation
15-touchpoint communication engine across the prospect and client journey — from first inquiry through annual reviews and life event triggers. Nurtures relationships at scale.
Fit Quiz
Honest assessment with two outcomes: Strong Fit or Different Path. Filters prospects for alignment before discovery calls — saves time for both sides.
Newsletter & Content
Archive of market commentary and financial education with subscription management. Positions your team as thought leaders while capturing email subscribers.
Fiduciary Compliance
Built-in compliance positioning: fiduciary disclosures on homepage, services, and tool pages. SEC, FINRA, and ADV brochure references. All configurable to your firm.
Want this built live for your real advisory firm?
Book a vibe session. We take the base template, bring it to your session, and build your real firm's site live — with your philosophy, your team, your branding, and any additional features your practice needs.
You watch every decision. You redirect in real time. When the session ends, the site is yours.
What a typical wealth management session includes:
- Branded design customized to your firm (not the NVC demo palette)
- Your actual services with your investment philosophy
- Your assessment tools configured for your client profile
- Your discovery call pipeline with your intake fields
- Your compliance disclosures and regulatory references
- Connected to your domain, email routing, and analytics
Typical session length: 4–5 hours
Starting at: $3,950 USD
Includes: 2 hours of customization (online or in-person on .ca)
Exact quote after prep call — additional hours billed at standard session rate.
What is New Vibe City?
New Vibe City is a fictional city we built end-to-end — every business, every resident, every website. We built it to show what’s possible for real businesses like yours.
Every business in NVC is a live, production-grade demo. Real features. Real SEO. Real code. Book a session and have yours built live.
Ready when you are.
Book a 15-minute call. We’ll talk through what you have, what you need, and whether we’re the right fit. No pressure.