Built from the ground up for financial advisors, arming them with prestige financial tools.
Agency Elephant
Role Design Lead
Client Stone Ridge
Flourish at it’s inception was intended to be a complete suite of prestige tools for registered investment advisors, which would feature 8 different ‘products’ or web softwares—each existing to aid RIAs in servicing discrete areas in regards to wealth management.
As with such an undertaking of this scale, products had to be developed concurrently with the massive Flourish team acting as its own satellite agency within the client’s own structure. I originally came on to help push designs on the consumer-facing / marketing materials, but would eventually switch to a more global role which encompassed a variety of design aspects in this wide-ranging team effort.
