How to Build a Financial Website Using WordPress In 5 Steps

Tuhin Bhatt

Co-founder of Intelivita

  Published on June 28, 2024

  5 min read

Everyone wants to get rich; it’s in human nature.

That’s why, starting a blog about personal finance or creating a peer-to-peer lending platform will always be a lucrative business idea.

You get to make money by helping others make money, how does that sound?

But to do that, you need a website, and WordPress is a great platform to create one without any coding.

Why Use WordPress for Financial Websites?

If you want to create complex financial websites like online banking or trading platforms, you will need the help of a WordPress development agency.

That said, WordPress is an excellent DIY tool for building a simple blog about finance.

Here are some benefits of using WordPress:

  • Reduced development costs: Compared to custom website development, WordPress offers a significant cost advantage. You can leverage free themes and plugins, reducing upfront investment. The cost of a WordPress website can be as low as $100 per month.
  • User-Friendly Interface: Even for users with no coding experience, WordPress has an intuitive interface that allows for easy website creation and management without relying on developers.

How to Set Up a Financial Website Using WordPress

Interested in financial website development with WordPress? Follow these 5 easy steps.

1. Purchase a Hosting Plan

There are two different WordPress platforms: the open-source and the hosted

Most people use the open-source version, because it’s completely free to install and use.

However, you still need to buy a hosting plan and domain name separately, so your WordPress site can be accessed by internet users.

We recommend buying a managed WordPress hosting plan from brands like GoDaddy and Hostinger.

In this setup, the web host will take care of all the complex server maintenance tasks, so you can focus solely on building your online presence.

Plus, if you buy the yearly hosting plans, you will get a free custom domain name.

Make sure to register a professional and memorable name that reflects your brand.

This is a good example:

2. Set Up WordPress

Once you’ve bought a hosting plan, you should be able to install WordPress from the control panel provided by your web host.

If your hosting provider doesn’t offer a one-click installation feature, you can download WordPress manually from

Either way, you can access the WordPress dashboard by entering your domain name on a web browser and adding /wp-admin/.

For example:

Simply fill in the WordPress credentials you’ve created while signing up for your hosting plan.

3. Choose a Finance Theme

After gaining access to the WordPress admin area, the next step is to choose a theme for your financial website.

Here are some good themes for financial sites:

  • Neve: A multipurpose theme that caters to different industries, including finance.

    Neve is built with clean and optimized code, resulting in a fast loading website. This is crucial for SEO and user experience.

  • Astra: The most popular WordPress theme offering ready-to-use templates, so you can create a great-looking site without much work. It has 24+ finance designs you can choose from.
  • Bosa Finance Business: Perfect for businesses offering accounting, insurance, tax, and mortgage services. The layout is carefully designed with financial companies in mind.

To install a WordPress theme, simply head to AppearanceThemesAdd New Theme and enter your preferred theme in the search field.

Once found, install and activate the theme.

Alternatively, if you want a unique design that truly stands out, consider developing a custom WordPress site.

4. Install the Necessary Plugins

WordPress offers thousands of plugins to help you integrate advanced functionality to your website.

Here are some plugins that you might need:

  • WooCommerce: If you plan to sell financial products or services through your website, WooCommerce is a popular plugin that transforms your WordPress site into a full-fledged e-commerce store.
  • WPForms: Add contact forms, quote request forms, or other forms relevant to your financial services.
  • MemberPress: Offer exclusive content or membership options on your financial website easily.
  • Currency Converter Widget: If your website caters to an international audience,use this plugin to display prices and financial information in different currencies.
  • Visualizer: Create charts, graphs, and other data visualization tools to present complex financial information in a clear and engaging way.

To install a plugin, access Plugins → Add New Plugin and search for your intended plugin.

5. Publish Your Blog

By now, you already have a fully working financial site.

Next, it’s time to promote your site by publishing relevant blog posts.

For example, if you run a personal finance blog, think about topics like “how to save money for retirement” or “side hustle ideas that pay well”.

Use tools like Google Keyword Planner, Ubersuggest, and Ahrefs to research potential keywords and find content ideas.

Remember, content marketing is a long-term strategy.

So, keep publishing blog posts consistently to build your authority in the finance niche.

An Easier Way to Build a WordPress Site

So, what do you think? Does building a financial website with WordPress sound too complex?

If so, there’s a much easier way to do this: hire a trusted WordPress development agency like Intelivita.

We’ll handle everything, from developing your site from scratch to maintaining it and handling your content marketing strategy.

Simply contact our experts and discuss your requirements.

We’ll get back to you with a proposal, including the estimated timeline and cost.


Tuhin Bhatt is a co-founder of Intelivita, a leading Web and Mobile App Development Company. He helps passionate entrepreneurs build amazing tech products. Tuhin being a peoples man who has a passion to share his technical expertise with clients and other enthusiasts.

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