Overview

Company Context:

DriveWealth is a global fintech company that offers Brokerage-as-a-Service – essentially, they provide the technology, brokerage infrastructure, and APIs that let other companies embed investing directly into their products. Their partners include banks, broker-dealers, fintech apps, and consumer brands around the world, and the platform supports trading in U.S. equities, ETFs, mutual funds, fixed income, and options. They pioneered fractional share investing, and today their technology powers everything from instant account opening and funding to seamless trade execution – all while meeting regulatory requirements. In short: they make it possible for people anywhere to invest from their phone, and they give partners the tools to launch that experience quickly and at scale.
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My Role:

During my Product Design internship, my primary focus was DriveHub, the client portal dashboard used by partners and internal teams. I led the design of two major enhancements: a search feature that made it easier to quickly filter and locate accounts, and multi-asset class integrations that expanded the dashboard’s capabilities beyond equities to include other asset types. In parallel, I worked with the Growth team to redesign the Solutions pages of the website, creating a more compelling and conversion-focused partner experience. I also collaborated with an external company to design customizable sales demo mock-ups that could be run side-by-side with live API code, giving prospective partners an interactive way to explore DriveWealth’s technology in action.