2024 / Interface Design / Mobile Apps / Professional

Wavvest: AI-Driven Wealth Management

• Prizes
  Winner in INTERFACE DESIGN/Mobile Apps
• Company
  Wavvest Holdings, Inc., United States
• Lead Designer
  Yawen Wang
• Project Link
  view
• Other credit
  Product Manager - Mulin Shen

The Wavvest App is an AI-powered wealth management platform that simplifies financial planning for Registered Investment Advisors (RIAs) and tech-savvy millennials. It integrates investments, estate planning, insurance, and tax services into one seamless platform. By automating tasks like portfolio creation and account management, Wavvest helps advisors focus on clients. Features like 24/7 AI support, secure document storage, and personalized financial insights empower users to manage their finances efficiently and confidently through an intuitive, user-friendly experience.

Bio
Yawen Wang is a User Experience Designer with expertise in designing innovative low-code/no-code platforms at Amazon Web Services, focusing on democratizing application development for non-technical users. She has a proven track record in UX, working with top financial institutions like JPMorgan Chase and Supernova Technology, where she led design efforts for complex digital products. She holds a Master of Science in Data Science and Human-Computer Interaction, showcasing her strong technical and design skills in delivering user-centered solutions.