# Alinea — a Wellspin case study

> Alinea is an AI-powered investing app for the next generation, with 2M+ downloads. Series A ($10.4M) + $22.5M. Playlists Pro from concept to launch, plus Allie, onboarding and growth creative.

- Client: Alinea (YC W21)
- Stage: Series A ($10.4M) + $22.5M
- Industry: Fintech
- Type: Design Partnership
- Deliveries: Product design, design systems, growth creative & motion
- Start a project: book a 30-minute intro call at https://cal.com/wellspin/30min or email hey@wellspin.design

## 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

> “Eugene and Wellspin felt like part of our team from the start.”
>
> We move fast at Alinea, and Eugene and his team understood the product quickly and worked directly with our product and engineering teams.
>
> I really appreciated that Eugene cared about how the work turned out, even after the designs were handed over. He was always willing to jump in and help us get things finished. I’d happily recommend him and the Wellspin team.
>
> — Anam Lakhani, Co-Founder @ Alinea (YC W21)

## 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.
- **02 · Allie builds a playlist** — The chat goes on: the keyboard falls away as Allie turns the idea into an investment playlist.
- **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.
- **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.
- **06 · Create playlist** — Building a playlist: adding a stock or ETF, then Create playlist.
- **07 · Billboard** — A bus-shelter ad on a city street: “Meet Allie — your investing companion”, with a QR code to download the app.
- **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.
- **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.
- **10 · Deposit film** — The weekly deposit screen, its amount counting up.
- **11 · Conviction signal** — Conviction Signal: 89% buy pressure, 47 filings this quarter, $2.1M disclosed in total, 31 unique politicians.
- **12 · Instagram reels** — Two of Alinea’s Instagram reels (@alineainvest) side by side.
- **13 · Retirement · open film** — Opening an IRA: “Retirement, minus the taxes — takes about 2 minutes to open”, with Get started.
- **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.
- **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.
- **16 · Playlists film** — A Hedge Fund playlist: its all-time return chart and Allie’s summary.

## More projects

- **[Wafer (YC S25)](https://wellspin.design/case/wafer/index.md)** — Wafer builds AI infrastructure for faster, more efficient open-source LLM inference. Raised $40M in Series A.
- **[Omen](https://wellspin.design/case/omen/index.md)** — Omen puts stocks, perps, prediction markets and AI agents in one fast, institutional-grade trading app.

## Work with us

- Book a Call: https://cal.com/wellspin/30min
- Email: hey@wellspin.design
- WhatsApp: https://wa.me/447424491213
- LinkedIn: https://www.linkedin.com/company/wellspin/
- X: https://x.com/WellspinDesign

## For agents

- Index: https://wellspin.design/llms.txt
- Everything in one file: https://wellspin.design/llms-full.txt
- This page as Markdown: https://wellspin.design/case/alinea/index.md

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Canonical HTML: https://wellspin.design/case/alinea/
Index: https://wellspin.design/llms.txt
Last updated: 2026-11-10