Personal CapitalBrand and Marketing
Series D Fin-Tech startup that seeks to democratize wealth management through a free finance aggregator and financial advisor for qualified individuals.
Modernizing a fledgling finance brand ran by a bunch of old white dudes was like pulling teeth... however, what attracted me most to do this was the altruism. I truly felt like I was helping people learn more about such an important aspect of their daily lives.
Personal Capital developed an upper echelon service that catered to the wealthiest clients. I designed it to be sophistocated, smart and representative of the service they would receive.
Modernizing a fledgling finance brand ran by a bunch of old white dudes was like pulling teeth...