WealthTech • Investment • Fintech
Custom WealthTech Development for Investment Firms & Fintechs
We design and build investment platforms, client portals, and advisor apps, integrating onboarding, compliance, and analytics to power wealth experiences built for scale and trust.
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Investor & RM Experiences
Onboarding, transactions, portfolio views, statements & push notifications.
Client, Distributor & Admin
KYC flows, transactions, service tickets, reports & role based access.
Providers & Data Feeds
Connect transfer agents, brokers, payment gateways & KYC vendors with webhooks and reconciliation.
Dashboards & Reporting
Goals & risk, advisor insights, fee/billing, exports & audit ready trails and personal financial planning.
Trusted by forward-thinking teams
Solution Accelerators
Pre built modules you can adopt fast and tailor to your stack
Onboarding & KYC
CKYC search, e-KYC, FATCA, bank validation, OTP/2FA, audit-ready flows.
Transactions Engine
Mandates, status, cancellations & reversals with Transfer agents and payment gateways.
Analytics & Reporting
Goals & risk insights, advisor dashboards, statements, materialized views and personal financial planning.
CRM & Workflows
Leads, tasks, RM pipelines, nudges & reminders integrated with MF data.
Compliance & Audit Toolkit
Rule checks, exception logs, maker checker, immutable trails & exports
Data Pipes & Reconciliation
Reverse-feeds, reconciliation, exception handling, retries & alerts, integrations with the data providers
They delivered a great site that’s already seeing a high conversion rate. While it’s challenging to make a financial firm look engaging and fun, they’ve managed to pull it off in their delivery of our website
Priya Malani,
Founder of Stash Wealth
I would recommend them for highly technical projects which also need creative and solution-oriented thinking.
Sean Singh,
Product Design & Technology Consultant
Our Services
From discovery to launch strategy, design, build, and operate.
Custom Platform Development
Client and advisor portals, investor apps, back office tools, CRM dashboards, designed for engagement and scalability.
Integrations & APIs
Secure connections with custodians, brokers, banks, and data providers. REST APIs for seamless interoperability and automation.
Data & Analytics
Dashboards, insights, and audit-ready reporting, built on reliable data models with real-time refresh goal tracking and risk insights.
Investor & Advisor Experience
Responsive web and mobile apps, personalized nudges, and AI driven insights to improve retention and client engagement.
Process Automation
Automate alerts, approvals, and document flows with event-based orchestration and workflow engines.
Infrastructure & Deployment
Cloud-native setup with CI/CD, observability, security compliance, and multi-tenant scalability for global operations.
Why we are different
We build platforms that power the future of wealth
We combine financial domain expertise with product driven engineering. Our team blends compliance understanding, API experience, and modern design thinking to create WealthTech systems that last, not just launch
Tell Us about your projectCross Domain
Expertise
Experience across funds, fintechs, and advisory platforms helps us design interoperable, scalable systems.
Deep Engineering &
UX Design
We focus on clean architecture, security, and human centered design for investor and advisor journeys alike.
Dedicated IT
Teams
Agile teams aligned to your roadmap, ensuring predictable delivery, faster time to market, and measurable outcomes.
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Active Clients
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Projects Delivered
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Client Retention
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Team Members
Success stories
It’s not a success if there’s only one winner
We have worked relentlessly to step up our game and enter the competitive realm, and the benefit was never ours alone. Our success stories are comprised of our clients’ success stories, and that’s something we massively cherish.
Edelweiss - Finsens
Finance planning mobile app
Finsens is a financial tracking and planning app by Edelweiss. it uses specific algorithms to suggest the mutual funds where you need to invest in order to achieve your financial goals.
Mindstack Blog
From the desk of our proficient contributors.
Get in Touch
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our services?
Contact us by filling in your details, and we’ll get back to you within 24 hours with more information on our next steps. In the meantime, you can check out our case studies and our blog