Case Study: Fundpath launches a B2B fintech SaaS platform with Athlon

Fundpath reaches first wealth management adopters in 12 months with Athlon

The customer, Fundpath, faced a challenge in the investment distribution market where sellers were pitching without signals and buyers were receiving information without relevance. Fundpath's founders had identified a fix for this mismatch but needed to build the product from the ground up, including its brand and platform. They appointed the vendor, Athlon, a global design and technology company, to create their B2B Fintech SaaS platform.

Athlon designed and engineered the full product ecosystem, which included mobile and desktop applications. Their solution involved creating a brand identity to signal credibility and a design system built to scale. The results were significant, with Fundpath securing its first wave of wealth management adopters within 12 months and closing a $5.3 million investment round. The platform was also recognized by several national awards.

Fundpath