My Roles // Visual Designer, Brand Strategy Contributor, Illustrator, Interior Decorator
United Income was a financial planning and wealth management solution founded in the summer of 2016 and acquired by Capital One in 2019. We combined technology, algorithms, models, methodology, and a team of wealth management experts to analyze the interrelationships of our customers' financial decisions in new ways. The financial planning and investment strategy solutions we produced with this approach improved our ability to build wealth for these folks over the course of their lives. Our tools were especially useful for folks approaching and transitioning into retirement.
Branding Design Challenge
• Appeal to an older, wealthier audience
• Maintain a “cool, tech-startup” design aesthetic
• Differentiate United Income from the average robo advisor or banking institution
• Transition the visual brand to Capital One enterprise brand standards post acquisition
• Appeal to an older, wealthier audience
• Maintain a “cool, tech-startup” design aesthetic
• Differentiate United Income from the average robo advisor or banking institution
• Transition the visual brand to Capital One enterprise brand standards post acquisition
Welcome Packet for New Members
Office Design
Moss Wall in United Income Office Entry—Home to many moths. Lovingly nicknamed "Moth Wall."
Photo by Ana Isabel Photography. See her work.
Photo by Ana Isabel Photography. See her work.
Open Floor Plan Workspace in the before times when we could be within 6 feet of each other.
Photo by Ana Isabel Photography. See her work.
Photo by Ana Isabel Photography. See her work.
The largest couch I've ever bought.
Photo by Ana Isabel Photography. See her work.
Photo by Ana Isabel Photography. See her work.
Colleagues having a meeting in the Board Room.
Photo by Ana Isabel Photography. See her work.
Photo by Ana Isabel Photography. See her work.
Empty Board Room with accordion doors that allow the room to open for large group gatherings.
Photo by Ana Isabel Photography. See her work.
Photo by Ana Isabel Photography. See her work.
Me laughing at my friends James and Jeff in the Office Kitchen.
Photo by Ana Isabel Photography. See her work.
Photo by Ana Isabel Photography. See her work.
The Kitchen. Yes, we hung all those ivy strands on the ceiling. Yes, it sucked.
Photo by Ana Isabel Photography. See her work.
Photo by Ana Isabel Photography. See her work.
Very cool room divider from bloomming.com. Get one yourself.
Photo by Ana Isabel Photography. See her work.
Photo by Ana Isabel Photography. See her work.