Addition Wealth • 2022–2025
Addition Wealth • 2022–2025
Addition Wealth • 2022–2025
Helping employees make smart, informed financial decisions
Helping employees make smart, informed financial decisions
Helping employees make smart, informed financial decisions
Problem
Problem
Problem
Millions of Americans face challenges with financial literacy and decision-making, often resulting in poor financial outcomes. Over 72% of employees report feeling stressed about money–yet most companies fall short in providing the support they need. This financial stress directly impacts workplace productivity, leading to preventable losses for employers.
Millions of Americans face challenges with financial literacy and decision-making, often resulting in poor financial outcomes. Over 72% of employees report feeling stressed about money–yet most companies fall short in providing the support they need. This financial stress directly impacts workplace productivity, leading to preventable losses for employers.
Millions of Americans face challenges with financial literacy and decision-making, often resulting in poor financial outcomes. Over 72% of employees report feeling stressed about money–yet most companies fall short in providing the support they need. This financial stress directly impacts workplace productivity, leading to preventable losses for employers.
Role
Role
Role
As the first designer at Addition, I led the design and launch of our core MVP. Wearing many hats, I drove UX/UI, customer research, design strategy, branding, and front-end development.
Thriving in the fast-paced startup environment meant embracing ambiguity, learning new skills on the fly, and consistently advocating for our users. It was a deeply rewarding experience that allowed me to shape the product from day one.
As the first designer at Addition, I led the design and launch of our core MVP. Wearing many hats, I drove UX/UI, customer research, design strategy, branding, and front-end development.
Thriving in the fast-paced startup environment meant embracing ambiguity, learning new skills on the fly, and consistently advocating for our users. It was a deeply rewarding experience that allowed me to shape the product from day one.
As the first designer at Addition, I led the design and launch of our core MVP. Wearing many hats, I drove UX/UI, customer research, design strategy, branding, and front-end development.
Thriving in the fast-paced startup environment meant embracing ambiguity, learning new skills on the fly, and consistently advocating for our users. It was a deeply rewarding experience that allowed me to shape the product from day one.
Outcomes
Outcomes
Outcomes
20+
20+
major product launches
major product launches
2M+
2M+
unique users onboarded
unique users onboarded
90%
90%
average monthly CSAT score
average monthly CSAT score
$5M+
$5M+
annual recurring revenue
annual recurring revenue
Part 1
Part 1
Part 1
Building a scalable design system
Building a scalable design system
Building a scalable design system
When I joined the team, the application lacked a modern and cohesive visual language, leading users to perceive the product as forgettable and untrustworthy.
To change that, I took the initiative to build our first design system in Figma. I maintained and evolved the system over time, scaling it to support multiple product ecosystems across the business.
When I joined the team, the app lacked a modern, cohesive visual language, resulting in a poor user experience.
To address this, I took initiative to build and scale our design system in Figma (including primitives, components, and usage guidelines).
When I joined the team, the app lacked a modern, cohesive visual language, resulting in high reports of a poor user experience.
To address this, I took initiative to build and scale our design system in Figma (including primitives, components, and usage guidelines).
Part 2
Part 2
Part 2
Learning from real-life employees
Learning from real-life employees
Learning from real-life employees
Each quarter, I led customer research sprints and metrics analysis sessions to uncover user motivations and pain points.
Each quarter, I led customer research sprints and metrics analysis sessions to uncover user motivations and pain points.
Each quarter, I led customer research sprints and metrics analysis sessions to uncover user motivations and pain points.
I translated these insights into clear, actionable steps that helped the team:
I translated these insights into clear, actionable steps that helped the team:
I translated these insights into clear, actionable steps that helped the team:
1.
1.
1.
Improve existing features
Improve existing features
Improve existing features
2.
2.
2.
Shape the product roadmap
Shape the product roadmap
Shape the product roadmap
3.
3.
3.
Deepen our understanding of users
Deepen our understanding of users
Deepen our understanding of users
Validating our product with real employees was critical to ensuring we were building something truly valuable and high-quality.
Validating our product with real employees was critical to ensuring we were building something truly valuable and high-quality.
Validating our product with real employees was critical to ensuring we were building something truly valuable and high-quality.
Part 3
Part 3
Part 3
Designing 0-to-1 products
Designing 0-to-1 products
Designing 0-to-1 products
My design process was far from linear—it involved gathering insights from stakeholders, researching competitors, iterating on designs, and adapting to shifting business priorities and technical constraints.
I led design projects end-to-end, often going beyond traditional design responsibilities by drafting PRDs, collaborating closely with cross-functional teams, and conducting QA testing to ensure we delivered on time and met client expectations.
My design process was far from linear—it involved gathering insights from stakeholders, researching competitors, iterating on designs, and adapting to shifting business priorities and technical constraints.
I led design projects end-to-end, often going beyond traditional design responsibilities by drafting PRDs, collaborating closely with cross-functional teams, and conducting QA testing to ensure we delivered on time and met client expectations.
My design process was far from linear—it involved gathering insights from stakeholders, researching competitors, iterating on designs, and adapting to shifting business priorities and technical constraints.
I led design projects end-to-end, often going beyond traditional design responsibilities by drafting PRDs, collaborating closely with cross-functional teams, and conducting QA testing to ensure we delivered on time and met client expectations.
Feature
Feature
Feature
Equity calculators
Equity calculators
Equity calculators
Equity is a critical component of employee compensation, yet many of our users struggled to understand its value—often underestimating its financial impact.
To address this, I designed a suite of calculators that helped users estimate the value of their company equity, visualize potential outcomes, and make informed, time-sensitive decisions with confidence.
Equity is a critical component of employee compensation, yet many of our users struggled to understand its value—often underestimating its financial impact.
To address this, I designed a suite of calculators that helped users estimate the value of their company equity, visualize potential outcomes, and make informed, time-sensitive decisions with confidence.
Equity is a critical component of employee compensation, yet many of our users struggled to understand its value—often underestimating its financial impact.
To address this, I designed a suite of calculators that helped users estimate the value of their company equity, visualize potential outcomes, and make informed, time-sensitive decisions with confidence.
Feature
Feature
Feature
Account integrations
Account integrations
Account integrations
Over 80% of our users wanted to make progress toward their financial goals but felt too overwhelmed to take action.
To address this, I designed a holistic account overview that gave users clear visibility into their finances. I also created user flows that integrated banking, investment, and retirement accounts into a single, unified experience.
The goal wasn’t just to surface data—it was to offer meaningful guidance, unlock financial planning, and empower users to take control of their financial future.
Over 80% of our users expressed a desire to make progress towards meeting their financial goals, but failed to take initiative due to the overwhelming nature of the topic.
To combat this, I designed a holistic account overview that provide users clear visibility into their finances. I also designed user flows to integrate banking, investment, and retirement accounts.
The goal was to provide guidance and insights, but more importantly, unlock financial planning.
Over 80% of our users wanted to make progress toward their financial goals but felt too overwhelmed to take action.
To address this, I designed a holistic account overview that gave users clear visibility into their finances. I also created user flows that integrated banking, investment, and retirement accounts into a single, unified experience.
The goal wasn’t just to surface data—it was to offer meaningful guidance, unlock financial planning, and empower users to take control of their financial future.
Feature
Feature
Feature
Financial planning
Financial planning
Financial planning
Leveraging the research insights I gathered, I identified strategic product opportunities and successfully secured buy-in from leadership.
I went on to design several end-to-end features focused on key financial topics, such as retirement and budgeting, empowering employees with the tools they needed to confidently answer their financial questions.
Leveraging the research insights I gathered, I identified strategic product opportunities and successfully secured buy-in from leadership.
I went on to design several end-to-end features focused on key financial topics, such as retirement and budgeting, empowering employees with the tools they needed to confidently answer their financial questions.
Leveraging the research insights I gathered, I identified strategic product opportunities and successfully secured buy-in from leadership.
I went on to design several end-to-end features focused on key financial topics, such as retirement and budgeting, empowering employees with the tools they needed to confidently answer their financial questions.
Feature
Feature
Feature
Self-guided learning
Self-guided learning
Self-guided learning
Beyond tools, we offered users a variety of educational resources: articles, videos, courses, and webinars so they could learn about finance at their own pace.
I collaborated closely with our financial advisors to design dynamic content and visualizations that simplified concepts, resulting in a robust library covering 15+ financial topics.
As part of the offering, we provided articles, videos, courses and webinars on popular financial topics for our users to learn at their own pace.
I worked closely with financial experts to design dynamic content that would update based off the user’s profile and visualizations to help simplify complex financial concepts.
As part of the offering, we provided articles, videos, courses and webinars on popular financial topics for our users to learn at their own pace.
I worked closely with financial experts to design dynamic content that would update based off the user’s profile and visualizations to help simplify complex financial concepts.
Part 4
Part 4
Part 4
Designing for enterprise partners
Designing for enterprise partners
Designing for enterprise partners
Alongside building our core platform, I partnered with enterprise clients to launch 3 additional digital platforms. As the business scaled, I advocated the early adoption of a scalable component library and modular user experiences, an investment that positioned us to easily pivot into enterprise work later on.
This foundation enabled rapid deployment of our white-label products, and I integrated design strategy throughout the process to help navigate a variety of technical and business challenges.
Alongside building our core platform, I partnered with enterprise clients to launch 3 additional digital platforms. As the business scaled, I advocated the early adoption of a scalable component library and modular user experiences, an investment that positioned us to easily pivot into enterprise work later on.
This foundation enabled rapid deployment of our white-label products, and I integrated design strategy throughout the process to help navigate a variety of technical and business challenges.
Alongside building our core platform, I partnered with enterprise clients to launch 3 additional digital platforms. As the business scaled, I advocated the early adoption of a scalable component library and modular user experiences, an investment that positioned us to easily pivot into enterprise work later on.
This foundation enabled rapid deployment of our white-label products, and I integrated design strategy throughout the process to help navigate a variety of technical and business challenges.
Part 5
Part 5
Part 5
Shoutouts from my team!
Shoutouts from my team!
Shoutouts from my team!
“Tim has a great eye for design, and all his work leads to a product that is pleasant to use. He also understands the tradeoff between usability and aesthetics, so when engineers push back on certain design choices because it could cause inadvertent issues, he will go for whatever is best for the user.”
“Tim has a great eye for design, and all his work leads to a product that is pleasant to use. He also understands the tradeoff between usability and aesthetics, so when engineers push back on certain design choices because it could cause inadvertent issues, he will go for whatever is best for the user.”
“Tim has a great eye for design, and all his work leads to a product that is pleasant to use. He also understands the tradeoff between usability and aesthetics, so when engineers push back on certain design choices because it could cause inadvertent issues, he will go for whatever is best for the user.”
Staff Software Engineer
Staff Software Engineer
Staff Software Engineer
“Tim is a talented designer and is very responsive. Whenever I have a question or am looking for a resource he is always helpful. He has helped transform the app and it looks beautiful! It’s a great interface and our clients and anyone who sees the platform can appreciate all of the work he has done!”
“Tim is a talented designer and is very responsive. Whenever I have a question or am looking for a resource he is always helpful. He has helped transform the app and it looks beautiful! It’s a great interface and our clients and anyone who sees the platform can appreciate all of the work he has done!”
“Tim is a talented designer and is very responsive. Whenever I have a question or am looking for a resource he is always helpful. He has helped transform the app and it looks beautiful! It’s a great interface and our clients and anyone who sees the platform can appreciate all of the work he has done!”
VP of Marketing
VP of Marketing
VP of Marketing