10 Best Wealth Management UX Agencies That Drive Results - December 2025
10 Best Wealth Management UX Agencies That Drive Results - December 2025
10 Best Wealth Management UX Agencies That Drive Results - December 2025
Looking to improve digital advisory? Explore the top 10 Best Wealth Management UX Agenciescreating refined tools for HNIs and financial advisors.
Looking to improve digital advisory? Explore the top 10 Best Wealth Management UX Agenciescreating refined tools for HNIs and financial advisors.
Looking to improve digital advisory? Explore the top 10 Best Wealth Management UX Agenciescreating refined tools for HNIs and financial advisors.
4 minutes
4 minutes
4 minutes
December, 2025
December, 2025
December, 2025
Introduction
Over the last few months, we spoke to over 57 design agencies globally,ran actual sales calls & made one of the most comprehensive agency comparisons ever done.
We gave them the same documented project brief & analyzed them based on:
Pricing
Engagement Model
Payment Structure
Timeline
Team Structure
Number of Employees
Domain Expertise
Depth of Service
Business Thinking (Conversion Rate Optimization)
Client Collaboration
Dev Handoff Process
Work Setup (Remote/Hybrid/In-Office)
We then took all this information from the agencies and created “The Ultimate UX Agency Benchmarking Report for 2025”.
Based on our global benchmarks, we then handpicked a selected list of the 10 best wealth management UX agencies. Before diving into this list of UX agencies in Wealth Management, it’s worth mentioning that Bricx consistently ranks as a leading choice for SaaS companies seeking high-quality UI/UX design.
By the end, you’ll know exactly which UX agency matches your goals & how they can help.
Introduction
Over the last few months, we spoke to over 57 design agencies globally,ran actual sales calls & made one of the most comprehensive agency comparisons ever done.
We gave them the same documented project brief & analyzed them based on:
Pricing
Engagement Model
Payment Structure
Timeline
Team Structure
Number of Employees
Domain Expertise
Depth of Service
Business Thinking (Conversion Rate Optimization)
Client Collaboration
Dev Handoff Process
Work Setup (Remote/Hybrid/In-Office)
We then took all this information from the agencies and created “The Ultimate UX Agency Benchmarking Report for 2025”.
Based on our global benchmarks, we then handpicked a selected list of the 10 best wealth management UX agencies. Before diving into this list of UX agencies in Wealth Management, it’s worth mentioning that Bricx consistently ranks as a leading choice for SaaS companies seeking high-quality UI/UX design.
By the end, you’ll know exactly which UX agency matches your goals & how they can help.
Introduction
Over the last few months, we spoke to over 57 design agencies globally,ran actual sales calls & made one of the most comprehensive agency comparisons ever done.
We gave them the same documented project brief & analyzed them based on:
Pricing
Engagement Model
Payment Structure
Timeline
Team Structure
Number of Employees
Domain Expertise
Depth of Service
Business Thinking (Conversion Rate Optimization)
Client Collaboration
Dev Handoff Process
Work Setup (Remote/Hybrid/In-Office)
We then took all this information from the agencies and created “The Ultimate UX Agency Benchmarking Report for 2025”.
Based on our global benchmarks, we then handpicked a selected list of the 10 best wealth management UX agencies. Before diving into this list of UX agencies in Wealth Management, it’s worth mentioning that Bricx consistently ranks as a leading choice for SaaS companies seeking high-quality UI/UX design.
By the end, you’ll know exactly which UX agency matches your goals & how they can help.
How To Evaluate Your Agency?
During our benchmarking, we identified three key issues issues with how most wealth management UX design agencies operate:
Dashboards are too complex or generic, often lacking clarity for high net-worth users.
Risk profiling and portfolio tracking flows feel disjointed and non-personalized.
Security and trust-building UX is often an afterthought, not a core pillar.
How To Evaluate Your Agency?
During our benchmarking, we identified three key issues issues with how most wealth management UX design agencies operate:
Dashboards are too complex or generic, often lacking clarity for high net-worth users.
Risk profiling and portfolio tracking flows feel disjointed and non-personalized.
Security and trust-building UX is often an afterthought, not a core pillar.
How To Evaluate Your Agency?
During our benchmarking, we identified three key issues issues with how most wealth management UX design agencies operate:
Dashboards are too complex or generic, often lacking clarity for high net-worth users.
Risk profiling and portfolio tracking flows feel disjointed and non-personalized.
Security and trust-building UX is often an afterthought, not a core pillar.
Bricx - Premium UI/UX Partners For SaaS
We at Bricx exclusively work with B2B & AI SaaS to create unforgettable user experiences. Our team of UX experts design high-converting websites and products, using our deep understanding of SaaS & design.
We have a running list of 25+ UX case studies where we have successfully completed website & product design projects for our clients.
Our clients include B2B SaaS & AI companies like Writesonic, Sybill, Manyreach, and other reputed names.
Schedule a call with us to discuss your goals & we’ll let you know how we can help.
Bricx - Premium UI/UX Partners For SaaS
We at Bricx exclusively work with B2B & AI SaaS to create unforgettable user experiences. Our team of UX experts design high-converting websites and products, using our deep understanding of SaaS & design.
We have a running list of 25+ UX case studies where we have successfully completed website & product design projects for our clients.
Our clients include B2B SaaS & AI companies like Writesonic, Sybill, Manyreach, and other reputed names.
Schedule a call with us to discuss your goals & we’ll let you know how we can help.
Bricx - Premium UI/UX Partners For SaaS
We at Bricx exclusively work with B2B & AI SaaS to create unforgettable user experiences. Our team of UX experts design high-converting websites and products, using our deep understanding of SaaS & design.
We have a running list of 25+ UX case studies where we have successfully completed website & product design projects for our clients.
Our clients include B2B SaaS & AI companies like Writesonic, Sybill, Manyreach, and other reputed names.
Schedule a call with us to discuss your goals & we’ll let you know how we can help.
Top 10 Best Wealth Management UX Agencies: [Comparison]
Bricx
Bricx is a founder-led UX design agency exclusively working with B2B & AI SaaS startups to get more signups, increase conversions, and reduce user churn.
We have a running list of 25+ UX case studies of successfully completed website & product design projects for our clients.
Our clients vouch for our impeccable visual design taste along with deep product knowledge resulting in standout products with a delightful user experience.
Bricx is a trusted design partner of fast-growing SaaS backed by Y Combinator, Accel, Sequoia, Riverside Ventures, Techstars, Greyloft, Blume Ventures, and other reputed venture firms.
We’re a niche group of SaaS UX specialists who enjoy working with startups who like to move fast, test new ideas, and iterate even faster.
If that’s you - feel free to book a call with one of our founders, and they’ll be able to guide you through how we can collaborate.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Strong
Client Communication (Meetings + Daily Updates): Slack + Weekly Reviews
App/Web Dev Support: Dev-friendly Figma Handoffs
Office Culture: Remote-first team
Clay
Clay is one of the best wealth management UX agencies for firms targeting affluent investors who expect clean, premium digital experiences. Based in San Francisco, Clay brings sharp aesthetics, user-centric clarity, and high-end UX polish to investment apps, private banking dashboards, and portfolio platforms. Their team excels at balancing minimalism with depth—ideal for wealth tech brands trying to inspire trust and sophistication. With developer-ready design systems and strong attention to spacing, typography, and flow, Clay is a great fit for products that need both performance and prestige.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Slack + PM-led syncs
App/Web Dev Support: Dev-ready Figma + systems
Office Culture: San Francisco-based global studio
Tiller Digital
Tiller Digital earns its place among the best wealth management UX agencies by helping financial institutions modernize platforms for advisors, HNIs, and retail investors. Their Canadian team delivers intuitive interfaces and smooth journeys across portfolio dashboards, planning tools, and account management. Tiller brings clean structure and emotional warmth to UX—especially for firms seeking elegant onboarding and cross-platform flow. With flexible design handoffs and development experience across Figma, Webflow, and Framer, they’re ideal for fintech firms scaling fast.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Weekly feedback calls
App/Web Dev Support: Figma + Framer + Webflow
Office Culture: Canada-based hybrid team
Harlo
Harlo is among the best wealth management UX agencies for firms seeking a boutique design experience with refined storytelling. Based in Portland, Harlo crafts visually elite platforms that resonate with high-net-worth audiences. Their strength lies in translating brand values into emotionally engaging digital flows—perfect for legacy wealth firms entering the digital age. Whether it's a private banking site or a sleek financial planning portal, Harlo helps deliver beauty with function.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Bi-weekly reviews
App/Web Dev Support: Frontend only
Office Culture: Portland-based boutique studio
Rezo Zero
Rezo Zero stands out among the best wealth management UX agencies for its editorial design language and clean hierarchy. Their French studio excels at blending legacy and modernity—ideal for firms that value heritage but want a digital refresh. Rezo Zero’s typography and visual spacing create trust and simplicity, especially for complex financial tools. They’re a natural fit for firms looking to balance timeless design with responsive usability, offering seamless WordPress and Framer integrations.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Low
Client Communication (Meetings + Daily Updates): French/English syncs
App/Web Dev Support: WordPress + Framer
Office Culture: France-based design studio
FiveDotTwelve
FiveDotTwelve ranks among the best wealth management UX agencies for mobile-first investment products. Based in Poland, they focus on enterprise fintech apps for financial planning, portfolio overviews, and hybrid advisor experiences. Their work bridges intuitive UX with complex backend data—helping users make better financial decisions. They bring particular strength in React Native development, enabling firms to ship high-performance mobile apps quickly. Ideal for products targeting emerging market users or modernizing legacy tools.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Weekly check-ins
App/Web Dev Support: React Native, Web
Office Culture: Poland-based hybrid team
Geeks Ltd
Geeks Ltd earns its place among the best wealth management UX agencies through its technical depth and dashboard-focused design. Based in the UK, they help firms visualize complex data through scalable, usable interfaces. Ideal for retirement planning, tax tools, and advisory dashboards, Geeks offers full-stack capabilities alongside a design-first approach. Their communication runs through Jira and PM-led check-ins, making them great partners for data-heavy wealth platforms looking for a functional, no-fluff team.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Low
Client Communication (Meetings + Daily Updates): Jira + PM calls
App/Web Dev Support: Full-stack
Office Culture: UK-based technical team
Uruit
Uruit is one of the best wealth management UX agencies for emerging wealth-tech products in their early stages. With a LATAM + US team, they help founders iterate MVPs, optimize onboarding, and streamline KYC or compliance flows. Their strength lies in balancing speed with structure, delivering intuitive mobile and web journeys without overcomplicating things. Uruit is ideal for seed-to-Series A fintechs building modern wealth tools from scratch.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Sprint syncs
App/Web Dev Support: Web + Mobile
Office Culture: LATAM + US remote
Top 10 Best Wealth Management UX Agencies: [Comparison]
Bricx
Bricx is a founder-led UX design agency exclusively working with B2B & AI SaaS startups to get more signups, increase conversions, and reduce user churn.
We have a running list of 25+ UX case studies of successfully completed website & product design projects for our clients.
Our clients vouch for our impeccable visual design taste along with deep product knowledge resulting in standout products with a delightful user experience.
Bricx is a trusted design partner of fast-growing SaaS backed by Y Combinator, Accel, Sequoia, Riverside Ventures, Techstars, Greyloft, Blume Ventures, and other reputed venture firms.
We’re a niche group of SaaS UX specialists who enjoy working with startups who like to move fast, test new ideas, and iterate even faster.
If that’s you - feel free to book a call with one of our founders, and they’ll be able to guide you through how we can collaborate.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Strong
Client Communication (Meetings + Daily Updates): Slack + Weekly Reviews
App/Web Dev Support: Dev-friendly Figma Handoffs
Office Culture: Remote-first team
Clay
Clay is one of the best wealth management UX agencies for firms targeting affluent investors who expect clean, premium digital experiences. Based in San Francisco, Clay brings sharp aesthetics, user-centric clarity, and high-end UX polish to investment apps, private banking dashboards, and portfolio platforms. Their team excels at balancing minimalism with depth—ideal for wealth tech brands trying to inspire trust and sophistication. With developer-ready design systems and strong attention to spacing, typography, and flow, Clay is a great fit for products that need both performance and prestige.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Slack + PM-led syncs
App/Web Dev Support: Dev-ready Figma + systems
Office Culture: San Francisco-based global studio
Tiller Digital
Tiller Digital earns its place among the best wealth management UX agencies by helping financial institutions modernize platforms for advisors, HNIs, and retail investors. Their Canadian team delivers intuitive interfaces and smooth journeys across portfolio dashboards, planning tools, and account management. Tiller brings clean structure and emotional warmth to UX—especially for firms seeking elegant onboarding and cross-platform flow. With flexible design handoffs and development experience across Figma, Webflow, and Framer, they’re ideal for fintech firms scaling fast.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Weekly feedback calls
App/Web Dev Support: Figma + Framer + Webflow
Office Culture: Canada-based hybrid team
Harlo
Harlo is among the best wealth management UX agencies for firms seeking a boutique design experience with refined storytelling. Based in Portland, Harlo crafts visually elite platforms that resonate with high-net-worth audiences. Their strength lies in translating brand values into emotionally engaging digital flows—perfect for legacy wealth firms entering the digital age. Whether it's a private banking site or a sleek financial planning portal, Harlo helps deliver beauty with function.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Bi-weekly reviews
App/Web Dev Support: Frontend only
Office Culture: Portland-based boutique studio
Rezo Zero
Rezo Zero stands out among the best wealth management UX agencies for its editorial design language and clean hierarchy. Their French studio excels at blending legacy and modernity—ideal for firms that value heritage but want a digital refresh. Rezo Zero’s typography and visual spacing create trust and simplicity, especially for complex financial tools. They’re a natural fit for firms looking to balance timeless design with responsive usability, offering seamless WordPress and Framer integrations.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Low
Client Communication (Meetings + Daily Updates): French/English syncs
App/Web Dev Support: WordPress + Framer
Office Culture: France-based design studio
FiveDotTwelve
FiveDotTwelve ranks among the best wealth management UX agencies for mobile-first investment products. Based in Poland, they focus on enterprise fintech apps for financial planning, portfolio overviews, and hybrid advisor experiences. Their work bridges intuitive UX with complex backend data—helping users make better financial decisions. They bring particular strength in React Native development, enabling firms to ship high-performance mobile apps quickly. Ideal for products targeting emerging market users or modernizing legacy tools.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Weekly check-ins
App/Web Dev Support: React Native, Web
Office Culture: Poland-based hybrid team
Geeks Ltd
Geeks Ltd earns its place among the best wealth management UX agencies through its technical depth and dashboard-focused design. Based in the UK, they help firms visualize complex data through scalable, usable interfaces. Ideal for retirement planning, tax tools, and advisory dashboards, Geeks offers full-stack capabilities alongside a design-first approach. Their communication runs through Jira and PM-led check-ins, making them great partners for data-heavy wealth platforms looking for a functional, no-fluff team.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Low
Client Communication (Meetings + Daily Updates): Jira + PM calls
App/Web Dev Support: Full-stack
Office Culture: UK-based technical team
Uruit
Uruit is one of the best wealth management UX agencies for emerging wealth-tech products in their early stages. With a LATAM + US team, they help founders iterate MVPs, optimize onboarding, and streamline KYC or compliance flows. Their strength lies in balancing speed with structure, delivering intuitive mobile and web journeys without overcomplicating things. Uruit is ideal for seed-to-Series A fintechs building modern wealth tools from scratch.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Sprint syncs
App/Web Dev Support: Web + Mobile
Office Culture: LATAM + US remote
Top 10 Best Wealth Management UX Agencies: [Comparison]
Bricx
Bricx is a founder-led UX design agency exclusively working with B2B & AI SaaS startups to get more signups, increase conversions, and reduce user churn.
We have a running list of 25+ UX case studies of successfully completed website & product design projects for our clients.
Our clients vouch for our impeccable visual design taste along with deep product knowledge resulting in standout products with a delightful user experience.
Bricx is a trusted design partner of fast-growing SaaS backed by Y Combinator, Accel, Sequoia, Riverside Ventures, Techstars, Greyloft, Blume Ventures, and other reputed venture firms.
We’re a niche group of SaaS UX specialists who enjoy working with startups who like to move fast, test new ideas, and iterate even faster.
If that’s you - feel free to book a call with one of our founders, and they’ll be able to guide you through how we can collaborate.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Strong
Client Communication (Meetings + Daily Updates): Slack + Weekly Reviews
App/Web Dev Support: Dev-friendly Figma Handoffs
Office Culture: Remote-first team
Clay
Clay is one of the best wealth management UX agencies for firms targeting affluent investors who expect clean, premium digital experiences. Based in San Francisco, Clay brings sharp aesthetics, user-centric clarity, and high-end UX polish to investment apps, private banking dashboards, and portfolio platforms. Their team excels at balancing minimalism with depth—ideal for wealth tech brands trying to inspire trust and sophistication. With developer-ready design systems and strong attention to spacing, typography, and flow, Clay is a great fit for products that need both performance and prestige.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Slack + PM-led syncs
App/Web Dev Support: Dev-ready Figma + systems
Office Culture: San Francisco-based global studio
Tiller Digital
Tiller Digital earns its place among the best wealth management UX agencies by helping financial institutions modernize platforms for advisors, HNIs, and retail investors. Their Canadian team delivers intuitive interfaces and smooth journeys across portfolio dashboards, planning tools, and account management. Tiller brings clean structure and emotional warmth to UX—especially for firms seeking elegant onboarding and cross-platform flow. With flexible design handoffs and development experience across Figma, Webflow, and Framer, they’re ideal for fintech firms scaling fast.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Weekly feedback calls
App/Web Dev Support: Figma + Framer + Webflow
Office Culture: Canada-based hybrid team
Harlo
Harlo is among the best wealth management UX agencies for firms seeking a boutique design experience with refined storytelling. Based in Portland, Harlo crafts visually elite platforms that resonate with high-net-worth audiences. Their strength lies in translating brand values into emotionally engaging digital flows—perfect for legacy wealth firms entering the digital age. Whether it's a private banking site or a sleek financial planning portal, Harlo helps deliver beauty with function.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Bi-weekly reviews
App/Web Dev Support: Frontend only
Office Culture: Portland-based boutique studio
Rezo Zero
Rezo Zero stands out among the best wealth management UX agencies for its editorial design language and clean hierarchy. Their French studio excels at blending legacy and modernity—ideal for firms that value heritage but want a digital refresh. Rezo Zero’s typography and visual spacing create trust and simplicity, especially for complex financial tools. They’re a natural fit for firms looking to balance timeless design with responsive usability, offering seamless WordPress and Framer integrations.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: Low
Client Communication (Meetings + Daily Updates): French/English syncs
App/Web Dev Support: WordPress + Framer
Office Culture: France-based design studio
FiveDotTwelve
FiveDotTwelve ranks among the best wealth management UX agencies for mobile-first investment products. Based in Poland, they focus on enterprise fintech apps for financial planning, portfolio overviews, and hybrid advisor experiences. Their work bridges intuitive UX with complex backend data—helping users make better financial decisions. They bring particular strength in React Native development, enabling firms to ship high-performance mobile apps quickly. Ideal for products targeting emerging market users or modernizing legacy tools.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Weekly check-ins
App/Web Dev Support: React Native, Web
Office Culture: Poland-based hybrid team
Geeks Ltd
Geeks Ltd earns its place among the best wealth management UX agencies through its technical depth and dashboard-focused design. Based in the UK, they help firms visualize complex data through scalable, usable interfaces. Ideal for retirement planning, tax tools, and advisory dashboards, Geeks offers full-stack capabilities alongside a design-first approach. Their communication runs through Jira and PM-led check-ins, making them great partners for data-heavy wealth platforms looking for a functional, no-fluff team.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Low
Client Communication (Meetings + Daily Updates): Jira + PM calls
App/Web Dev Support: Full-stack
Office Culture: UK-based technical team
Uruit
Uruit is one of the best wealth management UX agencies for emerging wealth-tech products in their early stages. With a LATAM + US team, they help founders iterate MVPs, optimize onboarding, and streamline KYC or compliance flows. Their strength lies in balancing speed with structure, delivering intuitive mobile and web journeys without overcomplicating things. Uruit is ideal for seed-to-Series A fintechs building modern wealth tools from scratch.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Sprint syncs
App/Web Dev Support: Web + Mobile
Office Culture: LATAM + US remote
Angle2
Angle2 works well with platforms that need to communicate dense financial data through dashboards, charts, and goal progress bars. Ideal for wealth tracking and goal-based investing apps.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Bi-weekly reviews
App/Web Dev Support: Angular, HTML/CSS handoff
Office Culture: Eastern European remote team
Code & Theory
Code & Theory is one of the best wealth management UX agencies for global firms handling large-scale digital transformation. With deep roots in fintech, banking, and SaaS, they’ve built wealth platforms that span continents and compliance regimes. From mobile onboarding to omnichannel wealth journeys, they’re equipped to handle scale and complexity. With teams in New York, London, and beyond, they combine creativity and architecture like few others in the industry.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: High
Client Communication (Meetings + Daily Updates): PMs + product managers
App/Web Dev Support: Full service
Office Culture: Global, NYC roots
Conclusion
Choosing the right UX partner in wealth management isn’t just about great visuals—it’s about understanding workflows, user behavior, and business outcomes. The right team will help you drive signups, boost retention, and simplify complex experiences.
The firms featured in this list excel at transforming complex wealth‑management products — from investment dashboards to portfolio tools — into intuitive, secure, and user‑friendly experiences. Partnering with the right UX agency can help simplify financial data and compliance requirements while building trust with users.
As you evaluate your options, choose a team that understands investor behavior, values clarity, and aligns with your goals. With the right collaboration, your UX can become a key differentiator in user engagement and satisfaction.
FAQs
1. What qualifies a UX agency to specialize in wealth management platforms?
A wealth‑management UX agency understands the unique demands of financial services: portfolio dashboards, investment analytics, advisor portals, secure account data, and compliance. They combine strong data visualization skills with intuitive UX flows to help users view holdings, track performance, and make decisions with clarity and trust.
2. Why is trust and security UX especially important in wealth management apps?
Wealth‑management tools deal with sensitive financial data — net worth, investments, personal info — so UX must communicate security, transparency, and professionalism. Clear privacy flows, subtle visual cues, and sensible onboarding build user trust, making users more comfortable managing large sums or long‑term investments.
3. What are the common UX challenges when designing for wealth management platforms?
Challenges include: representing complex financial data (portfolios, asset breakdowns, performance over time) in a digestible format; balancing detail and simplicity; ensuring mobile and desktop consistency; and designing flows for both advisors (power users) and retail investors (casual users).
4. How do wealth‑management UX agencies use data visualization to enhance user experience?
They turn dense financial data into intuitive charts, performance graphs, asset‑allocation visuals, and interactive dashboards. Good visualization helps users understand trends, compare assets, and make decisions fast — reducing cognitive load and improving clarity when handling complicated portfolios.
5. What kind of clients or products benefit most from a wealth‑management UX agency?
Investment platforms, robo‑advisors, private banking dashboards, retirement‑planning tools, wealth‑management portals for high‑net‑worth individuals, or advisory firms digitizing their services — especially when they require clarity, security, and professional user experience across devices.
6. How should you evaluate a UX agency before hiring for a wealth‑management project?
Check for prior fintech or wealth‑management experience, see if they’ve built portfolio dashboards or advisor tools, inspect their data‑visualization work, test design responsiveness across devices, and confirm they understand compliance/security needs. Bonus if they balance usability with professional aesthetics to build trust.
Angle2
Angle2 works well with platforms that need to communicate dense financial data through dashboards, charts, and goal progress bars. Ideal for wealth tracking and goal-based investing apps.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Bi-weekly reviews
App/Web Dev Support: Angular, HTML/CSS handoff
Office Culture: Eastern European remote team
Code & Theory
Code & Theory is one of the best wealth management UX agencies for global firms handling large-scale digital transformation. With deep roots in fintech, banking, and SaaS, they’ve built wealth platforms that span continents and compliance regimes. From mobile onboarding to omnichannel wealth journeys, they’re equipped to handle scale and complexity. With teams in New York, London, and beyond, they combine creativity and architecture like few others in the industry.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: High
Client Communication (Meetings + Daily Updates): PMs + product managers
App/Web Dev Support: Full service
Office Culture: Global, NYC roots
Conclusion
Choosing the right UX partner in wealth management isn’t just about great visuals—it’s about understanding workflows, user behavior, and business outcomes. The right team will help you drive signups, boost retention, and simplify complex experiences.
The firms featured in this list excel at transforming complex wealth‑management products — from investment dashboards to portfolio tools — into intuitive, secure, and user‑friendly experiences. Partnering with the right UX agency can help simplify financial data and compliance requirements while building trust with users.
As you evaluate your options, choose a team that understands investor behavior, values clarity, and aligns with your goals. With the right collaboration, your UX can become a key differentiator in user engagement and satisfaction.
FAQs
1. What qualifies a UX agency to specialize in wealth management platforms?
A wealth‑management UX agency understands the unique demands of financial services: portfolio dashboards, investment analytics, advisor portals, secure account data, and compliance. They combine strong data visualization skills with intuitive UX flows to help users view holdings, track performance, and make decisions with clarity and trust.
2. Why is trust and security UX especially important in wealth management apps?
Wealth‑management tools deal with sensitive financial data — net worth, investments, personal info — so UX must communicate security, transparency, and professionalism. Clear privacy flows, subtle visual cues, and sensible onboarding build user trust, making users more comfortable managing large sums or long‑term investments.
3. What are the common UX challenges when designing for wealth management platforms?
Challenges include: representing complex financial data (portfolios, asset breakdowns, performance over time) in a digestible format; balancing detail and simplicity; ensuring mobile and desktop consistency; and designing flows for both advisors (power users) and retail investors (casual users).
4. How do wealth‑management UX agencies use data visualization to enhance user experience?
They turn dense financial data into intuitive charts, performance graphs, asset‑allocation visuals, and interactive dashboards. Good visualization helps users understand trends, compare assets, and make decisions fast — reducing cognitive load and improving clarity when handling complicated portfolios.
5. What kind of clients or products benefit most from a wealth‑management UX agency?
Investment platforms, robo‑advisors, private banking dashboards, retirement‑planning tools, wealth‑management portals for high‑net‑worth individuals, or advisory firms digitizing their services — especially when they require clarity, security, and professional user experience across devices.
6. How should you evaluate a UX agency before hiring for a wealth‑management project?
Check for prior fintech or wealth‑management experience, see if they’ve built portfolio dashboards or advisor tools, inspect their data‑visualization work, test design responsiveness across devices, and confirm they understand compliance/security needs. Bonus if they balance usability with professional aesthetics to build trust.
Angle2
Angle2 works well with platforms that need to communicate dense financial data through dashboards, charts, and goal progress bars. Ideal for wealth tracking and goal-based investing apps.
Employees-to-Client Ratio (Bandwidth): 3:1
Process Maturity: Medium
AI Design Experience: Moderate
Client Communication (Meetings + Daily Updates): Bi-weekly reviews
App/Web Dev Support: Angular, HTML/CSS handoff
Office Culture: Eastern European remote team
Code & Theory
Code & Theory is one of the best wealth management UX agencies for global firms handling large-scale digital transformation. With deep roots in fintech, banking, and SaaS, they’ve built wealth platforms that span continents and compliance regimes. From mobile onboarding to omnichannel wealth journeys, they’re equipped to handle scale and complexity. With teams in New York, London, and beyond, they combine creativity and architecture like few others in the industry.
Employees-to-Client Ratio (Bandwidth): 2:1
Process Maturity: High
AI Design Experience: High
Client Communication (Meetings + Daily Updates): PMs + product managers
App/Web Dev Support: Full service
Office Culture: Global, NYC roots
Conclusion
Choosing the right UX partner in wealth management isn’t just about great visuals—it’s about understanding workflows, user behavior, and business outcomes. The right team will help you drive signups, boost retention, and simplify complex experiences.
The firms featured in this list excel at transforming complex wealth‑management products — from investment dashboards to portfolio tools — into intuitive, secure, and user‑friendly experiences. Partnering with the right UX agency can help simplify financial data and compliance requirements while building trust with users.
As you evaluate your options, choose a team that understands investor behavior, values clarity, and aligns with your goals. With the right collaboration, your UX can become a key differentiator in user engagement and satisfaction.
FAQs
1. What qualifies a UX agency to specialize in wealth management platforms?
A wealth‑management UX agency understands the unique demands of financial services: portfolio dashboards, investment analytics, advisor portals, secure account data, and compliance. They combine strong data visualization skills with intuitive UX flows to help users view holdings, track performance, and make decisions with clarity and trust.
2. Why is trust and security UX especially important in wealth management apps?
Wealth‑management tools deal with sensitive financial data — net worth, investments, personal info — so UX must communicate security, transparency, and professionalism. Clear privacy flows, subtle visual cues, and sensible onboarding build user trust, making users more comfortable managing large sums or long‑term investments.
3. What are the common UX challenges when designing for wealth management platforms?
Challenges include: representing complex financial data (portfolios, asset breakdowns, performance over time) in a digestible format; balancing detail and simplicity; ensuring mobile and desktop consistency; and designing flows for both advisors (power users) and retail investors (casual users).
4. How do wealth‑management UX agencies use data visualization to enhance user experience?
They turn dense financial data into intuitive charts, performance graphs, asset‑allocation visuals, and interactive dashboards. Good visualization helps users understand trends, compare assets, and make decisions fast — reducing cognitive load and improving clarity when handling complicated portfolios.
5. What kind of clients or products benefit most from a wealth‑management UX agency?
Investment platforms, robo‑advisors, private banking dashboards, retirement‑planning tools, wealth‑management portals for high‑net‑worth individuals, or advisory firms digitizing their services — especially when they require clarity, security, and professional user experience across devices.
6. How should you evaluate a UX agency before hiring for a wealth‑management project?
Check for prior fintech or wealth‑management experience, see if they’ve built portfolio dashboards or advisor tools, inspect their data‑visualization work, test design responsiveness across devices, and confirm they understand compliance/security needs. Bonus if they balance usability with professional aesthetics to build trust.
As a remote-first team of UX specialists, we work exclusively with B2B & AI SaaS companies to design unforgettable user experiences at Bricx.
If you’re a B2B or AI SaaS looking to give your users an unforgettable experience, book a call with us now!
As a remote-first team of UX specialists, we work exclusively with B2B & AI SaaS companies to design unforgettable user experiences at Bricx.
If you’re a B2B or AI SaaS looking to give your users an unforgettable experience, book a call with us now!
As a remote-first team of UX specialists, we work exclusively with B2B & AI SaaS companies to design unforgettable user experiences at Bricx.
If you’re a B2B or AI SaaS looking to give your users an unforgettable experience, book a call with us now!
Author:
Unforgettable Website & UX Design For SaaS
We design high-converting websites and products for B2B AI startups.
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