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Patrimy | Creative Direction & Website (Fintech)
John Malka
Patrimy | Full Digital Identity for a WealthTech Pioneer
From brand to platform: empowering growth through design, automation, and strategy.
🎯 Project Overview
Patrimy is a fast-growing wealth management firm with a startup DNA, aiming to modernize a traditionally conservative sector. When we first collaborated, they were a team of 7. Today, they are a team of over 40 and have raised more than €60 million in managed assets.
I led the creation of their entire digital ecosystem, from brand identity to website, investment simulators, automations, client tools, and SEO strategy. This work helped fuel their scale-up and position them as a leader in modern wealth advisory.
🛠️ My Role
Brand Identity Design: Created a distinctive visual identity reflecting trust, innovation, and financial clarity.
Web Design & Development: Designed and built their full website with CMS, responsive design, and SEO-optimized architecture.
Investment Simulators: Developed interactive tools to visualize ROI projections and financial scenarios.
Automation & Client Tools: Set up custom automations, dashboards, and product sales kits to streamline internal workflows and client delivery.
SEO Strategy: Led end-to-end SEO, resulting in strong organic growth and lead generation.
Social Media Content: Created visual assets and post templates to support brand visibility online.
Product Interface (PWA): Designed the dashboard UI for their progressive web application.
✨ Key Results
Company scaled from 7 to 40+ employees over 3 years.
Over €60M in assets managed with a digital-first experience.
SEO improvements led to consistent organic lead generation.
Full autonomy for the team via CMS, automation, and internal tools.
Brand perception elevated to match top-tier fintech firms.
BRANDING
Crafting a brand that inspires trust, clarity, and ambition.
Developing Patrimy’s complete visual identity aimed at reflecting their mission: modernize wealth management with elegance and precision. From the logo and typography to the color palette and design system, every detail was crafted to convey financial expertise with a contemporary edge, positioning Patrimy as a forward-thinking leader in their space.
Branding work for Patrimy
Branding Work for Patrimy
WEBSITE DESIGN:
A seamless web experience designed to convert and scale.
I designed and built Patrimy’s website from the ground up, focusing on usability, responsiveness, and SEO performance. With a modular CMS and intuitive UX, the site empowers the team to manage content effortlessly while guiding users through clear, conversion-oriented journeys. The design reflects the brand’s sophistication while ensuring measurable results.
Bento grid design for one of Patrimy's pages
Horizontal-scroll CMS section for the Team Page
FINANCIAL SIMULATIONS
A seamless web experience designed to convert and scale.
I designed and built Patrimy’s website from the ground up, focusing on usability, responsiveness, and SEO performance. With a modular CMS and intuitive UX, the site empowers the team to manage content effortlessly while guiding users through clear, conversion-oriented journeys. The design reflects the brand’s sophistication while ensuring measurable results.
Built real financial simulators that work in real-time to estimate potential return on investment based on certain products filtered through the CMS
CLIENT DOCUMENTS
Beautifully designed materials to close deals with confidence.
I designed a suite of commercial documents, from brochures to product sheets, enabling Patrimy to present their offerings with clarity and elegance. These assets are aligned with the brand and optimized for both print and digital formats, helping advisors engage clients and drive conversions at every touchpoint.
Pages of a commercial brochure for Patrimy
Pages of a commercial brochure for Patrimy
PROGRESSIVE WEB APP
Empowering clients with intuitive tools and real-time insights.
I designed the interface for Patrimy’s client dashboard (PWA), focusing on clarity, ease of use, and responsive performance. The UI allows clients to track investments, access personalized reports, and navigate their portfolio effortlessly, bringing Patrimy’s premium service into the digital realm with elegance and efficiency.
View of Patrimy's dashboard
View of Patrimy's logging screen in their dashboard
💬 Project Takeaway
This long-term partnership illustrates how design, technology, and strategy, when integrated seamlessly, can drive real business growth. Patrimy’s evolution from a small team to a major player was fueled by a digital experience built to scale, convert, and inspire trust.
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Posted Aug 3, 2025
Led Patrimy’s branding, website, and automation tools — helping them scale from 7 to 40+ team members and over €60M in managed assets.
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Timeline
Sep 15, 2022 - Ongoing
