Meridian Capital

Private wealth management platform serving families who understand that true prosperity transcends financial metrics to encompass generational legacy.

Meridian Capital Platform Design
Type

Wealth Management Platform

Duration

18 weeks

Status

Completed

Year

2024

Project Overview

This private wealth management platform serves families who understand that true prosperity transcends financial metrics to encompass generational legacy and values-based impact. Meridian Capital provides comprehensive wealth strategies that honor both family heritage and forward-looking vision.

The design uses serene forest landscapes to communicate stability, growth, and natural wisdom while providing sophisticated tools for multi-generational wealth planning and values-aligned investment strategies.

Design Improvements

Gorgeous landscape photography communicates stability and legacy values

Sophisticated wealth planning tools serve high-net-worth families

Multi-generational planning features address complex family dynamics

Values-based investment options align with family principles

Exclusive client portal maintains privacy and personal service feel

Tools & Methods

Design Tools

FigmaD3.jsReactPostgreSQL

Methods

Wealth Management ResearchFamily Office InterviewsFinancial Planning UX