72 editable finance & wealth templates
Financial communication has to make complex decisions feel navigable without making outcomes look guaranteed. These templates use disciplined hierarchy, restrained color and clear evidence blocks for reviews, planning campaigns, market reports, mortgage guidance and fintech launches. Advisors and firms can present expertise, process and a specific next step while preserving the calm, high-trust tone expected when the subject is a client's money or long-term security.
Mostly a4 print and youtube thumbnail — every design opens in the editor at the exact size its format expects, so nothing is cropped when you post or print it.
Atelier Fintech Launch Executive DocumentA4 Print · 1240×1754Free
Atelier Fintech Launch Presentation CoverYouTube Thumbnail · 1280×720Free
Atelier Investment Report Executive DocumentA4 Print · 1240×1754Free
Atelier Investment Report Presentation CoverYouTube Thumbnail · 1280×720Free
Atelier Mortgage Advice Executive DocumentA4 Print · 1240×1754Free
Atelier Mortgage Advice Presentation CoverYouTube Thumbnail · 1280×720Free
Atelier Retirement Planning Executive DocumentA4 Print · 1240×1754Free
Atelier Retirement Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Atelier Tax Planning Executive DocumentA4 Print · 1240×1754Free
Atelier Tax Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Atelier Wealth Review Executive DocumentA4 Print · 1240×1754Free
Atelier Wealth Review Presentation CoverYouTube Thumbnail · 1280×720Free
Ledger Fintech Launch Executive DocumentA4 Print · 1240×1754Free
Ledger Fintech Launch Presentation CoverYouTube Thumbnail · 1280×720Free
Ledger Investment Report Executive DocumentA4 Print · 1240×1754Free
Ledger Investment Report Presentation CoverYouTube Thumbnail · 1280×720Free
Ledger Mortgage Advice Executive DocumentA4 Print · 1240×1754Free
Ledger Mortgage Advice Presentation CoverYouTube Thumbnail · 1280×720Free
Ledger Retirement Planning Executive DocumentA4 Print · 1240×1754Free
Ledger Retirement Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Ledger Tax Planning Executive DocumentA4 Print · 1240×1754Free
Ledger Tax Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Ledger Wealth Review Executive DocumentA4 Print · 1240×1754Free
Ledger Wealth Review Presentation CoverYouTube Thumbnail · 1280×720Free
Monolith Fintech Launch Executive DocumentA4 Print · 1240×1754Free
Monolith Fintech Launch Presentation CoverYouTube Thumbnail · 1280×720Free
Monolith Investment Report Executive DocumentA4 Print · 1240×1754Free
Monolith Investment Report Presentation CoverYouTube Thumbnail · 1280×720Free
Monolith Mortgage Advice Executive DocumentA4 Print · 1240×1754Free
Monolith Mortgage Advice Presentation CoverYouTube Thumbnail · 1280×720Free
Monolith Retirement Planning Executive DocumentA4 Print · 1240×1754Free
Monolith Retirement Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Monolith Tax Planning Executive DocumentA4 Print · 1240×1754Free
Monolith Tax Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Monolith Wealth Review Executive DocumentA4 Print · 1240×1754Free
Monolith Wealth Review Presentation CoverYouTube Thumbnail · 1280×720Free
Precision Fintech Launch Executive DocumentA4 Print · 1240×1754Free
Precision Fintech Launch Presentation CoverYouTube Thumbnail · 1280×720Free
Precision Investment Report Executive DocumentA4 Print · 1240×1754Free
Precision Investment Report Presentation CoverYouTube Thumbnail · 1280×720Free
Precision Mortgage Advice Executive DocumentA4 Print · 1240×1754Free
Precision Mortgage Advice Presentation CoverYouTube Thumbnail · 1280×720Free
Precision Retirement Planning Executive DocumentA4 Print · 1240×1754Free
Precision Retirement Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Precision Tax Planning Executive DocumentA4 Print · 1240×1754Free
Precision Tax Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Precision Wealth Review Executive DocumentA4 Print · 1240×1754Free
Precision Wealth Review Presentation CoverYouTube Thumbnail · 1280×720Free
Prism Fintech Launch Executive DocumentA4 Print · 1240×1754Free
Prism Fintech Launch Presentation CoverYouTube Thumbnail · 1280×720Free
Prism Investment Report Executive DocumentA4 Print · 1240×1754Free
Prism Investment Report Presentation CoverYouTube Thumbnail · 1280×720Free
Prism Mortgage Advice Executive DocumentA4 Print · 1240×1754Free
Prism Mortgage Advice Presentation CoverYouTube Thumbnail · 1280×720Free
Prism Retirement Planning Executive DocumentA4 Print · 1240×1754Free
Prism Retirement Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Prism Tax Planning Executive DocumentA4 Print · 1240×1754Free
Prism Tax Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Prism Wealth Review Executive DocumentA4 Print · 1240×1754Free
Prism Wealth Review Presentation CoverYouTube Thumbnail · 1280×720Free
Signal Fintech Launch Executive DocumentA4 Print · 1240×1754Free
Signal Fintech Launch Presentation CoverYouTube Thumbnail · 1280×720Free
Signal Investment Report Executive DocumentA4 Print · 1240×1754Free
Signal Investment Report Presentation CoverYouTube Thumbnail · 1280×720Free
Signal Mortgage Advice Executive DocumentA4 Print · 1240×1754Free
Signal Mortgage Advice Presentation CoverYouTube Thumbnail · 1280×720Free
Signal Retirement Planning Executive DocumentA4 Print · 1240×1754Free
Signal Retirement Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Signal Tax Planning Executive DocumentA4 Print · 1240×1754Free
Signal Tax Planning Presentation CoverYouTube Thumbnail · 1280×720Free
Signal Wealth Review Executive DocumentA4 Print · 1240×1754Free
Signal Wealth Review Presentation CoverYouTube Thumbnail · 1280×720Free
Other categories
- Social Media269
- Business & Corporate254
- Restaurants & Food254
- Résumés & Careers217
- Business & Work205
- Education & Care202
- Food & Retail202
- Community & Lifestyle201
- Creative & Technology201
- Professional Services193
- Baby & Family192
- Beauty & Fashion192
- Birthdays & Celebrations192
- Business Cards192
- Ceremonies192
- Creators & Podcasts192
- E-commerce & Retail192
- Education192
- Events & Entertainment192
- Flyers & Posters192
- Graphic Design192
- Health & Fitness192
- LinkedIn192
- Marketing & Sales192
- Nonprofit & Community192
- Real Estate192
- Religious Events192
- Seasonal & Holidays192
- Spiritual & Wellness192
- Technology & Gaming192
- Travel & Hospitality192
- Weddings192
- People & Personal141
- Holidays & Festivals139
- Professions & Services84
- Logos & Branding82
- Invitations & Events77
- Architecture & Interiors72
- Automotive & Mobility72
- Beauty & Aesthetics72
- Construction & Trades72
- Consulting & Coaching72
- Creative Studios72
- E-commerce & DTC72
- Enterprise SaaS72
- Hospitality & Dining72
- Insurance & Mortgage72
- Investor & Fundraising72
- Legal & Compliance72
- Luxury Real Estate72
- Manufacturing & Logistics72
- Medical & Dental72
- Recruiting & HR72
- Ads & Offers33
- Marketing & Campaigns29
- Products & E-commerce28
- Schools & Education27
- People in Action26
- Artists & Creators25
- Budgets & Trackers25
- Business Documents25
- Calendars & Planners25
- Certificates & Labels25
- Diagrams & Planning25
- Invoices & Estimates25
- Letters & HR25
- Lists & Printables25
- Presentation Slides25
- Teaching & Classroom25
Frequently asked questions
- Are these finance & wealth templates free?
- Browse 72 editable templates with access shown on each card. Templates marked Free are free to open, customize and export. Premium templates contain paid artwork and require an active paid plan or paid pass.
- Can I edit these finance & wealth templates online?
- Yes, entirely in your browser — there is nothing to install. Every finance and wealth template is made of separate text, shape and image layers, so you can rewrite the copy, change the palette, swap photos or move things around, then export.
- What sizes do the finance & wealth templates come in?
- Each template ships at the exact pixel size its format expects — square and portrait social posts, full-screen stories, print-ready A4 and business-card sizes — so nothing is cropped when you upload or print it. The size is listed on every template's page, and you can resize the canvas in the editor.
