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Financial Advising for the 99%

Make the money, don't make the money make you

Wealthminder Web Application UX/UI

The backstory

Design-Test-Iterate is my design mantra so it was fitting to work with Wealthminder, a financial advising application that was doing just that.

They had started at a direct-to-consumer platform but after testing in the market, decided to shift focus to a B2B2C market where they saw even greater potential. Although they were now marketing towards to financial planners who would use the platform with their clients, it was imperative to keep the approachable and friendly tone of their previous product.

Together we worked together on tree major projects: the new marketplace marketing site, the financial advisor-side UX and updates previously-designed client-side interface.

Drew's Role

  • UX Strategy
  • UI/ Interaction Design


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