Wealthzi
Project Description
A mutual fund advisory product for first-time investors. Built to make a regulated category feel approachable without dumbing it down. Acquired by Nivesh in 2024.
Problem
Mutual funds are a heavily regulated category that historically reads as bureaucratic. The product needed to feel approachable to first-time investors without dumbing down the underlying complexity.
- Mutual funds are heavily regulated and historically read as bureaucratic.
- First-time investors bounce off jargon-heavy onboarding flows.
- The product had to feel approachable without dumbing down the underlying complexity.
Solution
Product design with first-time-investor flows as the central case; mobile UX research and live observation; a UI design system spanning onboarding through portfolio.
- Product design centred on first-time-investor flows as the primary case.
- Mobile UX research with live observation of real users.
- A UI design system spanning onboarding through portfolio.
Design Process
From discovery through delivery: research interviews, information architecture, wireframes, hi-fidelity UI, and developer handoff. Each gate was validated before the next began.
Style Guide & Components
The Result
A mutual fund advisory product that scaled with regulated-category approachability. Acquired by Nivesh in 2024.
