MetaWealth | Wealth Management
Crypto created a new generation of millionaires, but the next stage of wealth preservation still relies on analogue investment models. A familiar service, radically different experience layer.
Challenge
Crypto has created >150,000 new millionaires, but 91%of adults are rejecting the current finance and wealth management services.
The 2020s new-millionaires are innovaphiles; proud early adopters with an appetite for new models and high thresholds for digital experience and financial sovereignty. It's a direct personality clash with traditional wealth management, still built on historical confirmation bias, outdated service models and tedious growth models.
BCG puts the wider emerged affluent band at 76 million people holding roughly 16% of global wealth, and observes that hardly any provider meets their expectations.
The cohort of 150,000 crypto-born millionaires have have earned money, but they’ve also developed a way of making decisions. Many are digitally native, comfortable making high-conviction decisions online, and accustomed to frictionless, self-directed investing. They've spent years taking huge risks to earn their cash, and suddenly they become obsessed with not giving it back. “I need to rotate my gains into long-term productive assets.”
The available wealth preservation options force them to suffer analogue investment infrastructure or old fashioned white glove-service. Every investment service is built for the generation before them, or the version of them from before.
BCG puts the wider emerged affluent band at 76 million people holding roughly 16% of global wealth, and observes that hardly any provider meets their expectations.
The cohort of 150,000 crypto-born millionaires have have earned money, but they’ve also developed a way of making decisions. Many are digitally native, comfortable making high-conviction decisions online, and accustomed to frictionless, self-directed investing. They've spent years taking huge risks to earn their cash, and suddenly they become obsessed with not giving it back. “I need to rotate my gains into long-term productive assets.”
The available wealth preservation options force them to suffer analogue investment infrastructure or old fashioned white glove-service. Every investment service is built for the generation before them, or the version of them from before.
Solution
We repositioned MetaWealth, as the Web3-native home for done-for-you reliable-growth investments.
Mattermore is a research, strategy and design practice built for exactly these problems: defining what a business needs to become, and delivering everything that makes the claim real.
We plotted an addressable desire: investors seeking innovation who want a set-and-forget confidence in above average returns, and frictionless control over the long-term opportunities they enter and how they get paid. And this audience is diligent and proven; unable to do this work themselves but with an appetite for enhanced returns.
We plotted an addressable desire: investors seeking innovation who want a set-and-forget confidence in above average returns, and frictionless control over the long-term opportunities they enter and how they get paid. And this audience is diligent and proven; unable to do this work themselves but with an appetite for enhanced returns.
Mattermore is a research, strategy and design practice built for exactly these problems: defining what a business needs to become, and delivering everything that makes the claim real.
We borrowed from social media design heuristics as a method for instantly trusted influence. We created with a notification-style real-time design system to showcase updates that made investors feel like owners. Both retail columns listed salience and media logos as a critical trust signals for new players; and the Web3 column adds community endorsement. So, the grid delivers institutional pedigree in the visual grammar of a follower count succinctly meeting each buyer’s social proof driver.
We named operators, used active verbs, listed third parties who manage consequences, and made the emerged-affluent conversion driver, direct professional contact available natively, a leading feature.
Honouring this critical thinking audience’s rush for judgement, we ditched attempts at describing quality and instead flaunted how many opportunities didn’t meet due diligence to instantly communicate hidden effort.
We built a two-colour hero system, to communicate the audience's conflicting desires: innovation and investment history. Purple carries a touch of magic and appears everywherewhere an innovative outcome does: impact figures and revenue options that make the model unlike anything the reader already knows. Sage is sustainable growth and wisdom, a long-term asset managed by people with generations of real estate experience behind them.
We named operators, used active verbs, listed third parties who manage consequences, and made the emerged-affluent conversion driver, direct professional contact available natively, a leading feature.
Honouring this critical thinking audience’s rush for judgement, we ditched attempts at describing quality and instead flaunted how many opportunities didn’t meet due diligence to instantly communicate hidden effort.
We built a two-colour hero system, to communicate the audience's conflicting desires: innovation and investment history. Purple carries a touch of magic and appears everywherewhere an innovative outcome does: impact figures and revenue options that make the model unlike anything the reader already knows. Sage is sustainable growth and wisdom, a long-term asset managed by people with generations of real estate experience behind them.
Results
A radically different experience layer delivering generations of wisdom for a new generation to building a digital-native, financially soverign future.
The brand earns trust instantly, using system-1 heuristics to build belief with a glance. 8 of 9 emerged affluent investors surveyed said “it felt trustworthy without knowing why.”
It blends pedigree and progress, with classic wealth semiotics made a home inside a innovation-native experience layer, resulting in effortless authority without coldness or tradition. “This looks like its the Private Equity firm next door” - Emerged Affluent with 7 figures in real estate.
The brand doesn't just look different; it's behaviourally aligned, culturally accessible and structurally designed to convert and stick.
This is generations of wisdom in the world's leading long-term asset, rebuilt to address a $200BUSD market finally who refuse invest in the past.
It blends pedigree and progress, with classic wealth semiotics made a home inside a innovation-native experience layer, resulting in effortless authority without coldness or tradition. “This looks like its the Private Equity firm next door” - Emerged Affluent with 7 figures in real estate.
The brand doesn't just look different; it's behaviourally aligned, culturally accessible and structurally designed to convert and stick.
This is generations of wisdom in the world's leading long-term asset, rebuilt to address a $200BUSD market finally who refuse invest in the past.
