I led end-to-end product design for Copilot Money, a personal finance platform for tracking spending, budgets, investments, and net worth on Web, with contributions to the iOS Financial Goals feature.

Role

Lead Product Designer

Solutions

We built a unified personal finance platform that replaces fragmented tools with a single, intelligent source of truth. Copilot Intelligence analyzes spending, goals, and trends to deliver clear insights and timely guidance, enabling users to make confident financial decisions every day.

Results

I led end-to-end product design for Copilot Money's Web, translating user feedback into platform-wide improvements and integrating Copilot Intelligence. This work established scalable design foundations across the entire Copilot product suite. In parallel, I contributed to the design system and the iOS Goals feature, driving adoption and usability improvements that supported a 2x increase in ARR.