ecErin Caceres
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WealthFeed

Marketing creative and product UI for WealthFeed, designed so the marketing and the product feel like one brand.

Client
WealthFeed (via Air Design)
Scope
Marketing creative, UI, event signage
Tools
Figma, Illustrator, Canva, Photoshop, Lightroom
Year
2024–now
WealthFeed homepage: The end-to-end AI growth engine for advisors
01 · Product

UI design

WealthFeed is a platform that helps financial advisors spot catalyst events in their clients’ and prospects’ lives. I dug through the site, ran user interviews and did other research, and found that advisors loved the info they were getting but didn’t know what to do with it.

That’s where I came in. I pitched handwritten notes as the thing that could set WealthFeed apart: turn each insight into a personal, real pen-on-paper touchpoint. WealthFeed teamed up with a handwriting partner, and I designed the flow inside the product that lets an advisor add their logo and write a note in a few steps.

Flow · Send Handwritten Note

Three steps (Logo, Note, Finalize). Advisors upload a logo for the front of the card and size it, or skip it, then write the note. Robots holding real pens write it out, paid for with credits.

Click through the Figma prototype Tip: on the first screen of the prototype, click “Send Handwritten Notes” to open the flow.
WealthFeed Send Handwritten Note modal, step 1 Logo: upload a logo at 2025 × 1425px, a size slider, and a checkbox to skip the logo, with 1,000 credits shown at the top
02 · Marketing

LinkedIn posts

I make WealthFeed’s LinkedIn posts in Canva: partnership and conference announcements, plus a client-testimonial template in the brand’s navy and green that turns real advisor wins into proof the platform works.

WealthFeed LinkedIn post announcing its strategic partnership with AssetMark and sponsorship of the 2026 AssetMark Gold Forum, with a Go Beyond graphic; 56 reactions, 2 comments, 4 reposts
Partnership + Gold Forum sponsor · 56 reactions, 4 reposts
WealthFeed LinkedIn testimonial post: a quote from Brendan Hanley, Regional Vice President at Equitable Advisors, about booking two appointments in his first month; 22 reactions, 2 reposts
Client testimonial · 22 reactions, 2 reposts
WealthFeed LinkedIn testimonial post: a quote from Ryan Van Buren, Financial Planning Advisor at One Overvue, about a significant increase in managed assets; 30 reactions, 2 comments, 2 reposts
Client testimonial · 30 reactions, 2 comments
03 · Events

Conference signage

I design all of WealthFeed’s conference signage: tent walls, retractable banners and table throws. I build every piece in Illustrator so the files are true vectors that stay sharp at any size, then prep and check the print files with the printer so everything comes out right on the show floor.

WealthFeed tent side wall artwork: Utilize Our Platform to Discover Money-in-Motion, with twelve icon cards for life events like inheritances, business sales, new movers, new parents, marriages and job changes
Tent side wall, the Money-in-Motion event cards · Illustrator vector file
The pink WealthFeed tent at an outdoor conference under palm trees, with the team at a branded table and the side wall behind them
Outdoor conference: tent canopy, side wall and table throw
WealthFeed booth at an indoor conference with a retractable banner reading Discover prospects with Money in Motion, event icons and a scan-to-sign-up QR code
Indoor booth: retractable banner with a scan-to-sign-up QR code
Next project
Restaurant Social