Product Design/
Mimosa
Boutique Wealth Management and Advisory Studio
Product Design I UX
2025
Customer
Mimosa Capital, a boutique wealth management and advisory studio.
Customer
Mimosa Capital serves a discerning client base that expects clarity, discretion, and precision from every digital touchpoint. The existing platform felt outdated and disconnected from the firm’s reputation for careful, personalized guidance.
The challenge was to modernize the product experience while preserving the calm authority clients associate with the firm.
Objective
Design a research-driven product experience that reflects Mimosa Capital’s advisory expertise. The system needed to feel considered, precise, and effortless to navigate — helping clients track portfolios confidently across every device.
Service
UX Strategy
Product Design
Testing
Prototyping
Credits
Product & Design: In-house Studio Team
Approch
The project began with in-depth stakeholder interviews and client journey mapping to understand where trust was gained or lost. These insights shaped an information architecture built around clarity first. Wireframes were tested early, refined through several rounds of feedback, and validated against real advisory workflows before any visual polish was applied.
Solution
A calm, data-forward interface that surfaces portfolio insights without overwhelming the client. Careful use of typography, whitespace, and progressive disclosure keeps complex financial information approachable across desktop and mobile.
Clients now navigate their portfolios with far greater confidence, and support requests around basic account tasks dropped noticeably. The new system gives Mimosa Capital a flexible foundation to introduce new advisory tools over time.
