Atlas Finance
Mobile-first wealth app that makes portfolio moves feel as clear as a receipt.
- Client
- Atlas Finance
- Role
- Product design + engineering
- Timeline
- 16 weeks
- Year
- 2025
- Stack
- Next.js · React Native · PostgreSQL
3.2×
Activation lift
16 wks
Design to ship
4
Release tracks
98
Lighthouse mobile
Challenge
The Challenge
Existing tools buried intent under charts. New users stalled before funding a single account.
Approach
Our Approach
We rebuilt the first-session path around three decisions only — goal, risk, fund — then instrumented every drop-off.
How we worked
- 01
Frame
Mapped jobs-to-be-done with portfolio advisors and new investors.
- 02
Prototype
Weekly testable builds with live compliance guardrails.
- 03
Ship
Staged rollout by cohort with clear success metrics.
Solution
The Solution
A calm product surface that surfaces the next action, not the entire market.
Product surfaces
What we built
Goal kit
Named goals with default fund recommendations in one glance.
Live guardrails
Compliance prompts that never leave the main task path.
Receipt trail
Every move leaves a plain-language confirmation.
Advisor handoff
Optional human review without restarting the flow.
Stack
Frontend
- NNext.js
- RReact Native
Backend
- NNode
Database
- PPostgreSQL
Infra
- VVercel
Design Tool
- FFigma
The Impact
3.2×
Activation vs prior release
−41%
Time to first fund
4.8★
App store average
“Amity made our product feel inevitable. Stakeholders stop asking for more charts — they can finally see the path.”
Priya Nair
Head of Product, Atlas Finance