Redesigning the Financial Advisor Matching Experience

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Wealthramp website and advisor matching experience

Client
Wealthramp
Industry
Financial Services · Fintech
Project Link
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Business Context

Wealthramp is a financial advisor matching service that connects investors with up to three fiduciary financial advisors based on their individual needs and priorities.

Users complete a questionnaire, and a matching algorithm identifies suitable advisors.

However, the existing website had an outdated visual identity, fragmented content and usability issues that made it harder for visitors to navigate the service and complete the matching process.

The Challenge

The key challenge was helping visitors move confidently from exploring the service to completing the questionnaire and connecting with an advisor.

For a financial service built around trust, the experience needed to feel professional, intuitive and straightforward.

UX Design & Information Architecture

We reviewed the existing user experience, identified content redundancies and restructured the website's information architecture.

Through user research and wireframing, we refined navigation, page layouts and the journey towards the advisor matching tool.

Particular attention was given to reducing friction between completing the questionnaire, reviewing matches and taking the next step to connect with an advisor.

Website Services →

Visual Identity & UI Design

We refreshed Wealthramp's visual identity with updated typography, colours and imagery, creating a more contemporary and consistent presentation.

The redesigned interface was developed for desktop and mobile experiences, with clearer navigation, content hierarchy and calls to action.

High-fidelity designs for the Wealthramp advisor matching interface

Branding Services →

Content Strategy

We reorganised and refined website content to make financial information easier to find and understand.

This included reducing repetition, improving page structure and considering search visibility as part of the wider content strategy.

Results

The redesign delivered the following outcomes for Wealthramp:

A Refreshed, Trustworthy Brand
An updated visual identity designed to build trust with investors.
Clearer Advisor Matching Journey
A more cohesive experience guiding investors from initial interest through to advisor connection.
Unified UX & Content Strategy
Visual identity, UX design and content strategy brought together into one cohesive experience.

Have a Project in Mind?

Let's talk about what a clearer, more trustworthy experience could look like for your business.