+65%
Engagement
Copia Wealth
Designed product experiences for a wealth management platform serving family offices, RIAs, and institutional investors. Worked across portfolio analytics, onboarding, and operational workflows to help users manage complex financial data with greater visibility and less manual effort. The platform supported 100+ family offices and tens of billions in assets under intelligence.
Challenge
Give the brand a clear style the team can actually use
The visuals were all over the place. Every touchpoint looked like a different company, which made the whole thing feel smaller than it was. They needed something simple to hold onto as they grew.
Process
Build an identity that holds up without constant tweaking
Tightened the visuals, picked the elements worth keeping, and wrote clear guidelines so the team knows how to use them. No guesswork. No redesign every six months.
+45%
Sign-ups
+31%
Campaign saves
