NestEgg

Problem

Getting started with investing can feel overwhelming. People need help understanding their options, choosing investments that match their goals, and accessing professional advice without a complicated process.

Approach

Combine digital onboarding with access to human advisors. Guide users through questions about their goals, risk tolerance, and investment timeline, while keeping personalized support available when they need help making a decision.

Outcome

The platform offers online registration, access to financial advisors, and professionally managed investment options.

Stack

Typescript, React, Redux, Playwright, AWS, Apex, Plaid