Meridian Wealth Platform

The platform worked. It just didn't feel like anything. Engagement among investors under 40 was down 23% year on year, and the feedback was always some version of the same thing: it feels like doing taxes, not managing wealth.

We spent 60+ hours with wealth managers and their clients — shadowing meetings, watching how people actually read their portfolios. The thing we kept hearing wasn't 'I need more data.' It was 'I just want to know if I'm going to be okay.' So we stopped designing for data density and started designing for confidence. Every screen, every number, every piece of micro-copy had one job: make this person feel in control.

Engagement up 340%. Average session duration tripled. Meridian won Best Digital Wealth Platform at the 2025 FinTech Awards.