For fintech investment platforms
Get the MVP in a quarter, at a fraction of the cost.
Fintech brands we've worked with
*Illustrative interface — not a client screenshot.
Who we are
We build production-ready Wealth & Retirement products across native mobile, web and backend
13 seniors, one squad — the same people from discovery to release.
What we build
The logic behind tax-advantaged investment accounts.
The front-ends your investors actually touch.
We work against your interfaces; customer data never leaves your perimeter. No TPRM onboarding, no SOC 2 friction — proven on a live US contract.
How we engage
You leave with
You leave with
You get
IRAs, employer plans and annuities under one set of rules: contribution limits, rollovers and conversions, and distribution logic that has to be right the first time.
Client: iTrustCapital
Wealth features built into the platform product itself rather than for one bank’s project — so the same modules reach every institution running it.
Client: Backbase
Per account, in plain English: what the market did over the period, what it did to those holdings, and why — grounded in the investor’s own positions and bounded to explain, never recommend.
Models read the remittance emails and their attachments, match line items against open invoices, and allocate the payment — the reconciliation that otherwise lands on someone’s desk, invoice by invoice.
Client: YayPay
Printed and handwritten amounts read off scanned paper checks, across the layout differences between regions — then handed to the matching pipeline that allocates them.
Client: YayPay
An empty repository to a working banking backend: identity and access, onboarding and KYC, and the service architecture underneath — designed, built and integrated from scratch.
Client: AnyTeam
Sound familiar?
Retirement accounts are on the roadmap. Nobody on the team has built one.
We could hire for this — then spend six months teaching the domain.
Security killed the last vendor the moment they asked for production access.
Every agency says it can learn fintech. On your budget.
If more than one of these is yours, start with a discovery — you leave with a roadmap and an estimate.
Hire the squadQuestions, answered
Good — they keep the platform. We arrive as a self-contained product squad for the wealth workstream: one team, one boundary, one deadline. No re-org, no backfilling.
We build and test against your interfaces and synthetic data; integration and release stay inside your perimeter. That is why there is no TPRM onboarding and no SOC 2 friction to start.