Who we build for
Wealth platforms
Account types, tax rules and custodians handled inside the product, so the investor never sees the rulebook.
What we build
- Retirement and investment account logic: traditional and Roth IRAs, SEP, SIMPLE, 401(k), 403(b), 457, TSP, annuities and pensions, each with its contribution limits, tax treatment and transfer rules, applied without the investor seeing them.
- Native iOS and Android built end to end by one team, from onboarding and funding through account logic to trading: in production for 300,000+ funded accounts and $14bn+ under management.
- Investment products with their own risk models, liquidity and disclosures: crypto-backed loans, dual-asset yield, leveraged trading, and the asset lifecycle underneath them from listing to delisting.
- AI with guardrails: plain-English explanations of what the market did to a portfolio, constrained output, a disclosure on every answer, a refusal for anything advice-shaped. Shipped on both native platforms in a month.
- Wealth modules inside a digital-banking platform, configurable per bank and shipped on the vendor's release train: 7+ banks run them in production.
How it starts
We have shipped a US retirement-account platform to 300,000+ funded accounts and $14bn+ under management. The audit starts from what your platform already does and where the rules bite.
Where we have done it
Close to it
Building for wealth platforms?
Thirty minutes with the people who did the work. If we are not the right team for it, we will say so.
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