Meridian

Overview

Meridian is a next-generation wealth management platform designed for a generation of investors who grew up with smartphones but are now navigating serious financial decisions for the first time. The brief: make institutional-grade investment tools feel human.

The challenge

The previous product had been built by engineers for engineers. It was technically impressive but emotionally alienating: a wall of charts, tables, and jargon that communicated capability while failing to build trust. Users reported feeling confused and anxious when using it. That is not the feeling you want from a product managing someone's financial future.

The approach