Humanizing Investing

Building a more sustainable future.

Opportunity

Ethic was built on the belief that investing could become one of the most powerful forces for positive change. The ambition was to redefine how capital is allocated through values-aligned investing.

The vision extended beyond traditional wealth management. Every portfolio could reflect the values, priorities, and goals of the individual while helping shape a more sustainable future.

Over four and a half years, we worked as an embedded design partner across leadership, product, engineering, research, and marketing.

Ethic's advisor dashboard on a desktop monitor on a clean desk overlooking dense Hawaiian rainforest.

Approach

Our work began with the first generation of the platform and continued through multiple evolutions of the product experience. Along the way, we helped make investing more personal, transparent, and understandable.

As the company expanded, the focus shifted from individual experiences to creating stronger connections between product, brand, content, and customer experience.

Platform, brand, and systems evolved together to create a more personal and scalable approach to investing built around the individual.

Portfolio Experiences

Personalized investment experiences designed around individual values and priorities.

Portfolio Experiences

Personalized investment experiences designed around individual values and priorities.

Advisor Platform

Tools that help advisors deliver personalized investing at scale.

Advisor Platform

Tools that help advisors deliver personalized investing at scale.

Design Foundations

Systems, components, and frameworks built to support long-term growth.

Design Foundations

Systems, components, and frameworks built to support long-term growth.

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Johny Mair

Co-Founder & CPO

Ethic

Impact

The partnership established foundations that supported multiple generations of products, a growing design organization, and the continued evolution of the company.

By making investing more personal, transparent, and values-aligned, the work advanced Ethic's mission to redefine how capital is allocated and invested over the long term.

Shaping

Product Vision
Experience Strategy
Design Leadership
Team Growth

Designing

Product Design
Design Systems
Data Visualization
Brand Experience

Building

Advisor Platform
Client Experiences
Design System Architecture
AI Foundations

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