Product design · Fintech
WealthWise: An AI personal finance dashboard
Cash flow, investments and financial goals in one AI-assisted web dashboard.
- Project
- A Wolfpixel project, designed by the team I lead
- Industry
- Fintech, personal finance
- Year
- 2026
- Tools
- Photoshop, Illustrator, Figma
WealthWise brings clarity to personal finances with AI-driven insights and automation. People monitor cash flow, investments and goals from one place.
What the project covers
- The project overview and a discovery to delivery plan
- The core challenges people have with money apps, and the solutions
- The WealthWise mark
- The dashboard screens, with type set in Manrope
Design notes
Most people do not want more financial data; they want to know what to do next. The AI insights are phrased as plain next steps, placed beside the numbers they come from.
Below is the full presentation, slide by slide.
Presentation by the Wolfpixel team, first published on Behance.
