velora

Velora, startup
2025-26
Sole designer
Brand, web app, mobile & website

Sole designer of Velora, a platform that gives financial advisors everything they need in one place. Advisors run their practice from a single dashboard, and their clients follow their money in a companion app with AI insights. I designed the brand, the advisor platform, the client app and the website. Live today, with more than 50 advisors on board.

Velora: product overview
Velora: The advisor's day

01The advisor's day

Open tasks, upcoming meetings and the status of every client on one screen, so an advisor knows where to start the day.

Velora: One client, the full picture

02One client, the full picture

Assets, liabilities, goals and progress in a single client view, replacing the mix of spreadsheets and documents advisors used to juggle.

Velora: Planning tools

03Planning tools

Scenario comparison and cash-flow planning turn numbers into clear visuals an advisor can walk a client through in a meeting.

Velora: Meetings

04Meetings

A calendar built for client work: schedule in a click, see upcoming meetings and save a summary right after each one.

Velora: The client app

05The client app

Clients get their own window into their money: budget, cash flow, capital and an emergency fund, always in sync with their advisor.

Velora: AI insights

06AI insights

AI turns the client's data into plain-language insights, and a chat lets them ask about their money anytime between meetings.

07White label

Velora is also sold as a white-label product. Each advisory firm gets the same app in its own brand, with its own logo, colors and advisor photo, built on one flexible design system.

Velora: App Store

08App Store

Store screenshots that tell the product story in one line each, designed as a template every white-label brand can reuse.

Velora: Brand and website

09Brand and website

A calm, confident identity in black and fresh mint, carried from the logo through the product and the marketing website.