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.
As a visual categorization tool, I developed a series of vector illustrations to aid in user education.
Illustration palette and guidelines
Examples of illustration interactivity
Examples of illustration interactivity