Case Study: Wealth, Inc. builds a self-service digital estate planning platform with Clay

Wealth launches a first digital estate planning platform with Clay

Wealth, Inc., a startup aiming to simplify estate planning and asset management, needed to launch its brand and self-service digital platform. They partnered with the design firm Clay to create a comprehensive visual identity, marketing website, and web application to establish trust and guide users through sensitive financial processes.

Clay developed Wealth's entire brand system, including a signature logotype, bold typography, and custom illustrations to humanize the complex subject matter. They designed and built an intuitive web app with core estate planning flows and a seamless, responsive experience across all devices. The project resulted in a complete design system for future iteration, enabling the new company to deliver on target early and scale for future expansion.

Wealth, Inc