Alinea — a Wellspin case study

## Story

Alinea (YC W21) is making investing more accessible to a new generation. Bringing together automated portfolios, investment playlists and its AI companion Allie, the platform helps people start investing and better understand their money.

We partnered with Alinea as an extension of its team, shaping new products and refining the everyday investing experience. Our work spanned Playlists Pro, Allie, onboarding and money movement, alongside design systems, campaigns and launch animations—all with a focus on making complex financial features feel clear and approachable.

## What we did

Playlists Pro from concept to launch, plus Allie, onboarding and growth creative.

## What Alinea says

## The work · 16 slides

The case page shows the work as slides, one after another: live pages, films and stills. Each one, in order:

• ✦

  01 · Chat film

  A film of Allie, Alinea’s AI companion: the user types an investing idea (“EV hype’s done, supply cha…”) into the chat.

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  02 · Allie builds a playlist

  The chat goes on: the keyboard falls away as Allie turns the idea into an investment playlist.

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  03 · Backtest

  The Backtest screen: $5,000 invested in January 2022 would be worth $7,915 today (+58.3%), with the growth chart and preset amounts.

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  04 · Playlists Pro launch film

  The Playlists Pro launch film, with sound: “Your portfolio. Researched by superintelligence.” (A film with sound.)

• ✦

  05 · Playlists Pro intro film

  The Playlists Pro intro: “Your AI analyst never sleeps”, on a gold screen with playlist icons.

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  06 · Create playlist

  Building a playlist: adding a stock or ETF, then Create playlist.

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  07 · Billboard

  A bus-shelter ad on a city street: “Meet Allie — your investing companion”, with a QR code to download the app.

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  08 · Cancel film

  The cancellation flow: “Here’s what you already have with Alinea” — a portfolio built around you, automated investing, 24/7 guidance from Allie, expert support — with Keep benefits and Cancel anyway.

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  09 · End-of-week mix

  A playlist’s end-of-week allocation as a donut chart: NVDA the top holding at 32%, then AAPL, MSFT, AVGO and WMT.

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  10 · Deposit film

  The weekly deposit screen, its amount counting up.

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  11 · Conviction signal

  Conviction Signal: 89% buy pressure, 47 filings this quarter, $2.1M disclosed in total, 31 unique politicians.

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  12 · Instagram reels

  Two of Alinea’s Instagram reels (@alineainvest) side by side.

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  13 · Retirement · open film

  Opening an IRA: “Retirement, minus the taxes — takes about 2 minutes to open”, with Get started.

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  14 · Who's buying + Weights

  Two screens: “Who’s buying” (politicians’ disclosed trades of the last 90 days) and the playlist’s weights at the start vs the end of the week.

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  15 · Retirement · withdraw film

  The IRA withdrawal schedule: what is available now, in 10 and in 15 days and at 59½, with a note that traditional IRA withdrawals are taxable.

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  16 · Playlists film

  A Hedge Fund playlist: its all-time return chart and Allie’s summary.

## More projects

• ✦

  Wafer (YC S25)

  Wafer builds AI infrastructure for faster, more efficient open-source LLM inference. Raised $40M in Series A.

• ✦

  Omen

  Omen puts stocks, perps, prediction markets and AI agents in one fast, institutional-grade trading app.

## Work with us

• ❯[Book a Call]
• ❯[Email]
• ❯[WhatsApp]
• ❯[LinkedIn]
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