Finverity
A 7-page Webflow site for a wealth-management firm, backed by Airtable and Notion with automation to streamline client and internal operations.
- Industry
- Wealth Management
- Year
- 2023
- Stack
- Webflow · Airtable · Notion
- Services
- UX, Web Design & Dev, Automation
The project
Finverity is redefining wealth management by combining technology with personalized financial services. We built a 7-page Webflow site backed by Airtable and Notion — supporting both a polished client experience and the team's internal operations.
Our process
We moved from strategy and UX into a trust-building UI, then a Webflow build wired to automated data and collaboration tools.
- Wireframes, sitemap & conversion-focused user journeys
- Market research & positioning
- Professional, trust-building UI with clear hierarchy
- Responsive layouts across all devices
- 7-page Webflow build
- Airtable for data, Notion for team collaboration
- Custom automation to cut manual work and support scale
Third-party integrations tie the stack together, so the site and its workflows scale as the business grows.
A closer look.
What we shipped.
Key outcomes for Finverity:
- Faster processing of client requests
- Reduced manual data entry
- Clear internal workflows
- Professional online presence ready for growth
Let's build something that works as hard as you do.
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