An automated financial startup needed a full brand architecture suite and strategic digital integration with their custodian. The brand had to convey trust and assurance, but in an approachable and modern way. Since robo-advising is a relatively new concept in investing, the startup also needed to depart from the old and sometimes tired identity usually associated with investment firms.
As a bonus, the company is committed to giving back a portion of its profits in order to fight pediatric cancer. Now that’s something we can all invest in.