Risevest
Fintech
Risevest is a digital investment platform that empowers users to access global, dollar-denominated investment opportunities, all from their mobile device or the web. With over 620,000+ users and $42 million paid out to investors, Risevest bridges a critical gap allowing users in emerging markets, where local savings often struggle under inflation and currency devaluation, to preserve and grow wealth through safe, dollar-based global assets.
Risevest is a digital investment platform that empowers users to access global, dollar-denominated investment opportunities, all from their mobile device or the web. With over 620,000+ users and $42 million paid out to investors, Risevest bridges a critical gap allowing users in emerging markets, where local savings often struggle under inflation and currency devaluation, to preserve and grow wealth through safe, dollar-based global assets.
Risevest is a digital investment platform that empowers users to access global, dollar-denominated investment opportunities, all from their mobile device or the web. With over 620,000+ users and $42 million paid out to investors, Risevest bridges a critical gap allowing users in emerging markets, where local savings often struggle under inflation and currency devaluation, to preserve and grow wealth through safe, dollar-based global assets.
The Challenge
The Challenge
The Challenge
Risevest wanted to elevate its mobile app experience. While the old design worked functionally, it lacked modern visual appeal, clear hierarchy, and consistency. As financial products evolve, users expect intuitive navigation, quick access to insights, and a sense of trust through design. The challenge was to redesign the app for a cleaner, more modern experience without disrupting its core usability. The previous Risevest app design presented several challenges:
Risevest wanted to elevate its mobile app experience. While the old design worked functionally, it lacked modern visual appeal, clear hierarchy, and consistency. As financial products evolve, users expect intuitive navigation, quick access to insights, and a sense of trust through design. The challenge was to redesign the app for a cleaner, more modern experience without disrupting its core usability. The previous Risevest app design presented several challenges:
Risevest wanted to elevate its mobile app experience. While the old design worked functionally, it lacked modern visual appeal, clear hierarchy, and consistency. As financial products evolve, users expect intuitive navigation, quick access to insights, and a sense of trust through design. The challenge was to redesign the app for a cleaner, more modern experience without disrupting its core usability. The previous Risevest app design presented several challenges:
Visual Inconsistency: Colors, typography, and spacing varied across screens, reducing perceived trust and polish.
Visual Inconsistency: Colors, typography, and spacing varied across screens, reducing perceived trust and polish.
Cluttered Dashboard: Important information was scattered, requiring multiple taps to access key insights.
Cluttered Dashboard: Important information was scattered, requiring multiple taps to access key insights.
Portfolio Management Confusion
Portfolio Management Confusion
Poor Information Hierarchy
Poor Information Hierarchy
Charts and performance indicators lacked visual clarity, leading to overload for users tracking multiple investments.
Charts and performance indicators lacked visual clarity, leading to overload for users tracking multiple investments.
Discovery & Research
Discovery & Research
Discovery & Research
I conducted a mix of competitive analysis, heuristic evaluation, and light user feedback gathering to understand user expectations and where the app could improve. I Audited Risevest's existing user experience to flag usability issues.
I conducted a mix of competitive analysis, heuristic evaluation, and light user feedback gathering to understand user expectations and where the app could improve. I Audited Risevest's existing user experience to flag usability issues.
I conducted a mix of competitive analysis, heuristic evaluation, and light user feedback gathering to understand user expectations and where the app could improve. I Audited Risevest's existing user experience to flag usability issues.
Competitive Analysis
Competitive Analysis
Reviewed fintech platforms such as Bamboo,to benchmark best practices in navigation, dashboard clarity, and visual design.
Reviewed fintech platforms such as Bamboo,to benchmark best practices in navigation, dashboard clarity, and visual design.
Reviewed fintech platforms such as Bamboo,to benchmark best practices in navigation, dashboard clarity, and visual design.
Observed that competitors emphasized clear portfolio visualization, hierarchical dashboards, and a minimal aesthetic to build trust.
Observed that competitors emphasized clear portfolio visualization, hierarchical dashboards, and a minimal aesthetic to build trust.
Observed that competitors emphasized clear portfolio visualization, hierarchical dashboards, and a minimal aesthetic to build trust.
Metrics & Support Data
Metrics & Support Data
Users wanted a modern, premium look to match Risevest’s brand promise.
Users wanted a modern, premium look to match Risevest’s brand promise.
Users wanted a modern, premium look to match Risevest’s brand promise.
They preferred one-tap access to portfolio insights rather than navigating multiple pages.
They preferred one-tap access to portfolio insights rather than navigating multiple pages.
They preferred one-tap access to portfolio insights rather than navigating multiple pages.
Charts and visuals should tell a story at a glance, rather than overwhelm with numbers.
Charts and visuals should tell a story at a glance, rather than overwhelm with numbers.
Charts and visuals should tell a story at a glance, rather than overwhelm with numbers.
Goals
Goals
Goals
The main goal of the project was to create a cleaner, more consistent interface that improves usability and reduces confusion. Specifically
The main goal of the project was to create a cleaner, more consistent interface that improves usability and reduces confusion. Specifically
The main goal of the project was to create a cleaner, more consistent interface that improves usability and reduces confusion. Specifically
1
Simplify navigation and improve usability.
Simplify navigation and improve usability
2
Strengthen hierarchy for quick access to key insight
3
3
3
Build trust with a polished, cohesive design language
Build trust with a polished, cohesive design language
Build trust with a polished, cohesive design language
4
4
4
Create a scalable design system for future features.
Create a scalable design system for future features.
Create a scalable design system for future features.
My Role
My Role
My Role
As one of the Product Designers on this initiative, I was responsible for:
As one of the Product Designers on this initiative, I was responsible for:
As one of the Product Designers on this initiative, I was responsible for:
I served as the senior product designer, overseeing the redesign from heuristic evaluation, research, UX improvements to high-fidelity UI, ensuring the experience aligned with user needs and business goals.
I served as the senior product designer, overseeing the redesign from heuristic evaluation, research, UX improvements to high-fidelity UI, ensuring the experience aligned with user needs and business goals.
I served as the senior product designer, overseeing the redesign from heuristic evaluation, research, UX improvements to high-fidelity UI, ensuring the experience aligned with user needs and business goals.
Design Solutions
Design Solutions
Design Solutions
As a Senior Product Designer on this initiative, I was responsible for:
As a Senior Product Designer on this initiative, I was responsible for:
As a Senior Product Designer on this initiative, I was responsible for:
Modernized Dashboard
Introduced a clean hero section highlighting total balance, quick deposit, and portfolio summary.
Simplified layout to surface key insights (returns, allocations) without excessive scrolling.
Added progressive disclosure, extra details appear only when needed, reducing cognitive load.
Preview-First Approach
Designed segmented charts for clear breakdown of portfolios.
Created color-coded indicators for risk levels to improve visual distinction.
Added interactive elements, users can tap segments to view performance per portfolio type.
Visual & UX Improvements
Established a style guide with standardized typography, spacing, and color usage.
Improved button hierarchy with primary and secondary actions clearly separated.
Unified iconography across all tabs for intuitive recognition.
Impact
Impact
Impact
The redesign resulted in:
The redesign resulted in:
The redesign resulted in:
Improved clarity and ease of use for managing investments.
Improved clarity and ease of use for managing investments.
Improved clarity and ease of use for managing investments.
Elevated user confidence through a more premium and consistent experience.
Elevated user confidence through a more premium and consistent experience.
Elevated user confidence through a more premium and consistent experience.
Reduced cognitive load, enabling faster completion of core tasks like checking balance or reallocating funds.
Reduced cognitive load, enabling faster completion of core tasks like checking balance or reallocating funds.
Reduced cognitive load, enabling faster completion of core tasks like checking balance or reallocating funds.
Increased customer satisfaction, reflected in positive feedback from initial prototype reviews.
Increased customer satisfaction, reflected in positive feedback from initial prototype reviews.
Increased customer satisfaction, reflected in positive feedback from initial prototype reviews.
Credits
Credits
Credits