How a fintech startup embraced data-driven design

Euclidea wants to make Wealth Management accessible to everyone via the Internet — reaching customers directly — using a proprietary data science solution to support the inhouse investment team.

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  • User Research
  • UX & UI Design
  • User Testing
  • Web Dev

In 2017 Mario Bortoli, Luca Valaguzza and Giovanni Folgori launched Euclidea, an online wealth management firm, with the goal to extend private banking privileges — traditionally reserved for those who own big capital — to everyone, even those with smaller initial investments.

Euclidea’s new technology enables the in-house investment team to serve a greater number of customers at a much lower cost.

We’ve helped Euclidea’s team to grow their customer base by improving the design of the acquisition and onboarding process.

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