RVMPD:

From SMB SaaS to Wealth Intelligence

RVMPD:

From SMB SaaS to Wealth Intelligence

RVMPD:

From SMB SaaS to Wealth Intelligence

RVMPD:

From SMB SaaS to Wealth Intelligence

B2B SaaS | Embedded Data + Intelligence | Wealth + RIA | Startup

B2B SaaS | Embedded Data + Intelligence | Wealth + RIA | Startup

PROBLEM

RVMPD needed a clear, credible way to sell complex, hard-to-verify intelligence to B2B buyers - then rapidly forced to reposition the same product story for a wealth/RIA audience.

ROLE

Founding Senior Brand & Marketing Designer

  • Owned all creative + messaging from concept → production through two major company pivots: built modular systems + templates for web, decks & all creative content designed for rapid iteration.

EXECUTION
  • Translated technical product + data into simple, persuasive B2B visuals for wealth + SMB buyers

  • Built a modular brand system (logos, icons, palette, pattern) for fast reuse across channels

  • Designed the marketing site system (desktop + mobile) with clear value prop, proof, and CTA flow

  • Created sales enablement: pitch deck + supporting collateral for outreach + investor conversations

  • Produced motion/logo animations and reusable launch templates for outbound creative (email/LinkedIn/paid)

RESULTS
  • Enabled faster pivots (SMB → wealth/RIA) using modular web + deck frameworks vs. rebuilds

  • Improved buyer clarity and story consistency across web → sales → follow-up

  • Equipped the team with a scalable system to ship new pages/assets quickly and stay on-brand

  • Supported early revenue conversations, including ~$2K week-one sales pre-launch (site + deck)

  • Helped secure the first investment round by elevating credibility from 1.0 → 2.0 through the rebrand, website, and pitch materials.

RVMPD 1.0

INITIAL IDENTITY: SMB tools + AI

[not my work - original branding, prior to both pivots]

RVMPD 1.0

INITIAL IDENTITY: SMB tools + AI

[not my work - original branding, prior to both pivots]

RVMPD 1.0

INITIAL IDENTITY: SMB tools + AI

[not my work - original branding, prior to both pivots]

RVMPD 1.0

INITIAL IDENTITY: SMB tools + AI

[not my work - original branding, prior to both pivots]

RVMPD 2.0

REBRAND: SMB Data Access + SaaS

RVMPD 2.0

REBRAND: SMB Data Access + SaaS

RVMPD 2.0

REBRAND: SMB Data Access + SaaS

RVMPD 3.0

FINAL PIVOT: Premium Wealth Reposition

RVMPD 3.0

FINAL PIVOT: Premium Wealth Reposition

RVMPD 3.0

FINAL PIVOT: Premium Wealth Reposition

Let'S WORK

Let'S WORK

TOGETHER

TOGETHER

CONTACT NOW

BASED OUT OF NYC: OPEN TO REMOTE + HYBRID ROLES.

BASED OUT OF NEW YORK CITY, OPEN TO REMOTE + HYBRID ROLES.

©2026 DESIGNSOFNYC