Fintech · Wealthtech deck
Wealthtech pitch decks built on trust and clear numbers.
Investing platforms ask customers to trust them with savings. The deck has to show that trust is earned: regulation, custody, security and growing client assets.
Fixed prices. No calls: you brief us in writing and comment in writing.
Assets
Client assets grew every quarter
Illustration only. Any figures are invented for this sample slide.
Who reads it
Fintech and wealth investors.
Turnaround
5 business days for a design rebuild; 3 business days for an audit.
How it differs
How a wealthtech deck differs from a general pitch deck
A general startup deck counts users. A wealthtech deck counts funded accounts and client assets, and it must show how much asset growth is new money rather than rising markets. Revenue scales with balances, so fees need to appear in dollars, not only in basis points. Trust weighs as much as growth: investors check who holds client assets, which registrations apply and how clients behaved in a downturn. Any performance or return figure carries its own disclosure rules, so counsel reviews that wording before the deck goes out.
Slide by slide
What goes in a wealthtech deck
- 01
Client
Who you serve and what they need.
- 02
Product
What clients do on the platform.
- 03
Assets on platform
Funded accounts and assets over time.
- 04
Revenue model
Fees and how they are charged.
- 05
Acquisition
Channels and cost per funded account.
- 06
Regulation and custody
Who holds client assets and under which rules.
- 07
Retention
Clients and assets retained.
- 08
Plan
What the round funds.
The questions behind every slide
What readers of a wealthtech deck ask
Each answer names the slide or document where it belongs. If a question has no home in your deck, the reader will ask it in writing, or stop reading.
- 1
How much of asset growth came from net deposits and how much from rising markets?
The assets on platform slide should split the two, with the monthly breakdown in the appendix.
- 2
Who is the custodian, and does your company ever have custody of client assets?
The regulation and custody slide, in wording your counsel approves.
- 3
What does a funded account earn each year, and how does that change with balance?
The revenue model slide, with fees shown in dollars on example balances.
- 4
Are you a registered adviser, a broker-dealer, both, or operating through a partner?
The regulation and custody slide, with filings listed in a regulatory appendix from your counsel.
- 5
How did clients and assets behave when markets fell?
The retention slide should show outflows by period, with cohort detail in the appendix.
- 6
Where does revenue come from besides advisory fees?
The revenue model slide should list every stream separately, including any income earned on client cash.
- 7
What does a funded account cost to acquire, and how long until it pays back?
The acquisition slide, broken down by channel.
- 8
Do you serve advisers, end investors, or both?
The client slide. If both, show them as separate segments with separate metrics.
Headline rewrites
Slide titles that say something.
A reader skims headlines first. A label tells them the topic; a sentence tells them the point. Bracketed figures are placeholders for your own numbers.
Before
Assets on platform
After
Client assets reached $[X]M, with [X]% from net deposits rather than markets
Before
Revenue model
After
Each funded account earns $[X] a year across advisory fees and cash
Before
Custody
After
Client assets are held by [custodian type], separate from our own balance sheet
What we fix
Faults we see in wealthtech deck drafts
Downloads shown instead of funded accounts.
Custody arrangements not explained.
Fees described only as percentages.
What you receive
Documents we produce
- Investor deck
- One-page summary
- Regulatory appendix from your counsel
Every file is delivered editable, in PowerPoint, Google Slides or Keynote, with a PDF for sending. A wealthtech deck rebuild starts at $3,500; the full Raise Set with one-pager and teaser is $10,000.
Format
Length, versions and appendix
- Length
- Typically 12 to 16 main slides.
- Send-ahead version
- Send a PDF with a definition under each metric and the disclaimer your counsel approves on the closing page.
- Presented version
- Lead with the client and the funded-account trend. Keep custody and regulation on a slide you can return to when asked.
What belongs in the appendix
- Net deposits versus market movement by month
- Account and asset retention by cohort
- Fee schedule with dollar examples
- Custody and registration summary from counsel
- Acquisition cost by channel
- Revenue by stream
Before you send it
Wealthtech deck checklist
- Funded accounts and sign-ups never share a chart without labels.
- Asset growth is split into net deposits and market movement.
- Fees appear in dollars on an example balance, not only in basis points.
- Custody and registration wording is approved by your counsel.
- Any performance or return figure is cleared by your counsel before it is included.
- Disclaimer text is placed exactly as your counsel provides it.
- Every revenue stream is listed, including income on client cash.
- Custodian and partner names appear only as agreements allow.
Glossary
Terms used in a wealthtech deck
- Assets under management (AUM)
- The market value of client assets a firm manages or holds on its platform at a point in time.
- Net deposits
- Money clients put in minus money they take out, leaving out gains and losses from markets.
- Funded account
- An account that holds money or investments, as opposed to one that was only opened.
- Basis point
- One hundredth of one percent. Asset-based fees are often quoted in basis points.
- Qualified custodian
- Under US adviser rules, a bank, broker-dealer or similar institution that may hold client funds and securities.
- Form ADV
- The form US investment advisers file with regulators describing their business, fees, conflicts and disciplinary history.
Your written brief
What to send us for a wealthtech deck
No call needed. Send what you have; missing items are listed in our written reply, and nothing is invented to fill a gap.
- 01Monthly funded accounts and assets, with net deposits split from market movement
- 02Fee schedule and every revenue stream
- 03Custodian, clearing and broker relationships
- 04Registrations and filings as your counsel describes them
- 05Acquisition cost by channel
- 06Account and asset retention by cohort
- 07Disclaimer text from your counsel
- 08Current deck and financial model
Packages
Four packages, fixed prices.
Deck Audit
$1,500
3 business days
A written verdict on the deck you have, before you send it to anyone.
- Slide-by-slide notes inside your file
- The fixes that matter most, in order
- Story, numbers and design, each assessed
- The investor questions your deck leaves open
One deck, up to 20 slides. No redesign included.
Choose Deck AuditInvestor Finish
$3,500
5 business days
Your draft, rebuilt to investor standard. Design only.
- Up to 15 slides rebuilt
- Charts redrawn from your data
- Your brand applied throughout
- One written revision round
- Editable PowerPoint, Google Slides or Keynote
Design only: your wording and slide order stay as they are.
Choose Investor FinishFinish + Story
$6,500
8 business days
We restructure the argument, rewrite the headlines, then rebuild the deck.
- Up to 20 slides
- Narrative restructured from your draft and notes
- Headlines rewritten as full-sentence points
- Send-ahead PDF version
- Two written revision rounds
We work from your facts. No market research or financial modeling.
Choose Finish + StoryRaise Set
$10,000
12 business days
Everything a raise needs, in one matching set.
- Up to 30 slides plus appendix
- Investor one-pager
- Short teaser version for cold outreach
- Three written revision rounds
- All source files
No investor introductions, fundraising or legal advice.
Choose Raise SetNot included in any package: Calls or meetings · Market research · Financial modeling or valuation · Investor introductions · Fundraising, legal or securities advice. Extra slides and extra revision rounds are quoted in writing before we start them.
Questions, answered.
Funded accounts or sign-ups?+
Funded accounts and assets on platform. Sign-ups alone say little.
How much does a pitch deck cost here?+
A written Deck Audit is $1,500. Investor Finish, a design rebuild of up to 15 slides, is $3,500. Finish + Story, with the argument restructured, is $6,500. Raise Set, up to 30 slides with a one-pager and teaser, is $10,000.
How long does it take?+
Three business days for an audit, five for Investor Finish, eight for Finish + Story and twelve for Raise Set, counted from payment and a complete brief.
Is there a call?+
No. No package includes a call or meeting. You brief us in writing and comment in writing.
What do I need to send?+
Your draft deck in any editable format, or notes if you chose a package with writing, plus a few lines on who will read it and what you are asking for.
How do I pay?+
By card, through a secure payment link we send once scope and delivery date are confirmed in writing.
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Pitch deck design for fintech companies: unit economics, regulation and trust presented clearly for investors. Fixed packages from $3,500, all in writing.
Further reading
Sources we read when writing this page. General information only; not legal, tax or investment advice.
Have a draft? Send it today.
Choose a package, link your deck and write a few lines about who it is for. You get scope, a delivery date and a payment link in writing.