Wealthbox.

Wealthbox is a modern platform specifically designed for financial advisors, enabling them to manage client relationships, streamline workflows, and efficiently grow their practice through an intuitive, web-based interface.

Core Responsibilities.

Projects.

WB Storage
Architected and delivered the compliant UI for a secure storage solution.
WB Add-On Billing
Developed and optimized the self-service billing UI for performance and responsiveness.
WB Meeting AI Onboarding
Designed and implemented an intuitive onboarding flow for a new AI feature to maximize user adoption.
Helium UI
Contributed to the development of the internal ⁠helium-ui Design System, ensuring a consistent and user-friendly interface across the platform.