Impact investing platform (web & mobile)

Problem

Investing is complex and often supports industries misaligned with user values, like tobacco or weapons manufacturing.

Solution

Swell allowed everyday users to build customized investment portfolios focused on doing good while growing wealth.

Swell was one of the first consumer platforms to bring personalized impact investing to a broader audience. It provided a seamless experience across both web and mobile, allowing users to invest in causes they care about such as clean energy and gender equality.

As a senior UX and UI designer, I worked directly with senior leadership to shape product strategy, define key features, and turn roadmap items into detailed, developer-ready specs. I led the design for major product areas including onboarding, portfolio customization, support content, and the overall mobile app experience. I also partnered closely with the engineering team to ensure smooth implementation and delivery.

1. Highlights

Investing dashboard

Knowledge base redesign - Zendesk

Login experience

2. Swell mobile investing app

3. Investing mix generator

Final version

User testing

4. UX flows & maps

5. Roadmap development tracking