Boldin

Boldin is a retirement and financial planning platform that empowers users to make smarter decisions about their savings, investments, and income strategies.

The design system

01. The system

To support scale and consistency, I helped shape our design system starting with typography, components, tokens, and interaction patterns.

We built this system to be clear and modern but also flexible enough to serve enterprise partners with their own brand needs.

02. Enterprise Solutions

One of the most exciting challenges was designing for enterprise scale, creating a white-label system that flexes across brands while retaining Boldin’s DNA.

The platform now adapts seamlessly for partners like Mercer, RTX, and American Fidelity, preserving each brand’s visual identity while maintaining a unified experience.

These weren’t just visual reskins. For example, the Nationwide integration replaced their legacy MIRP platform with Boldin’s infrastructure, redesigned onboarding from the ground up, introduced custom tools like the Financial Blueprint Summary, and now supports 32,000+ plan users.

03. Documentation

We established a strong foundation of semantic tokens, scalable components, and consistent patterns across both B2B and B2C products. With live documentation through Storybook and clear usage guidelines,

03. Documentation

We established a strong foundation of semantic tokens, scalable components, and consistent patterns across both B2B and B2C products. With live documentation through Storybook and clear usage guidelines,

Boldin

Boldin is a retirement and financial planning platform that empowers users to make smarter decisions about their savings, investments, and income strategies.

Product Design

Design System

Branding

role

design lead

squad

design system

team

Engineering (FE), QA

The design system

01. The system

To support scale and consistency, I helped shape our design system starting with typography, components, tokens, and interaction patterns.

We built this system to be clear and modern but also flexible enough to serve enterprise partners with their own brand needs.

02. Enterprise Solutions

One of the most exciting challenges was designing for enterprise scale, creating a white-label system that flexes across brands while retaining Boldin’s DNA.

The platform now adapts seamlessly for partners like Mercer, RTX, and American Fidelity, preserving each brand’s visual identity while maintaining a unified experience.

These weren’t just visual reskins. For example, the Nationwide integration replaced their legacy MIRP platform with Boldin’s infrastructure, redesigned onboarding from the ground up, introduced custom tools like the Financial Blueprint Summary, and now supports 32,000+ plan users.

03. Documentation

We established a strong foundation of semantic tokens, scalable components, and consistent patterns across both B2B and B2C products. With live documentation through Storybook and clear usage guidelines,