Pattern

Pattern is the modern financial membership designed for millennials.

By equipping users with expert advice — a team of pros delivering tailored, tech-enabled financial plans — Pattern maximizes wealth during high earning years.

Pattern

Pattern is the modern financial membership designed for millennials.

By equipping users with expert advice — a team of pros delivering tailored, tech-enabled financial plans — Pattern maximizes wealth during high earning years.

Defining Moment

As millennials accumulate significant assets and encounter new challenges like stock options and equity compensation, they are keen to upgrade from robo-advisors to personal advice from accredited financial advisors.

Solution

That's why we co-incubated Pattern alongside CEO Christian Maynard-Phillipp. Combining the best in technology with human expertise, the Pattern team and Creature set out to create a product and brand that stood out from traditional (some could argue stodgy) investment advisors while also differentiating from tech-only roboadvisors.

Defining Moment

As millennials accumulate significant assets and encounter new challenges like stock options and equity compensation, they are keen to upgrade from robo-advisors to personal advice from accredited financial advisors.

Solution

That's why we co-incubated Pattern alongside CEO Christian Maynard-Phillipp. Combining the best in technology with human expertise, the Pattern team and Creature set out to create a product and brand that stood out from traditional (some could argue stodgy) investment advisors while also differentiating from tech-only roboadvisors.

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It's your defining moment to live, grow, evolve, and transcend.