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.
Wealth platforms, fintech founders, and financial brands
build with us.
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
Founders we’ve built with.
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, Stash Wealth
I would recommend them for highly technical projects which also need creative and solution-oriented thinking.
Sean Singh
Product Design & Technology Consultant
The collaboration, technical expertise, and dedication shown throughout the project were commendable. Mindstack delivered a product that aligned with our vision.
Sujat Ali
Findola Capital
From discovery to launch strategy,
design, build, and operate.
Client and advisor portals, investor apps, back office tools, CRM dashboards, designed for engagement and scalability.
Secure connections with custodians, brokers, banks, and data providers. REST APIs for seamless interoperability and automation.
Dashboards, insights, and audit-ready reporting, built on reliable data models with real-time refresh goal tracking and risk insights.
Responsive web and mobile apps, personalized nudges, and AI driven insights to improve retention and client engagement.
Automate alerts, approvals, and document flows with event-based orchestration and workflow engines.
Cloud-native setup with CI/CD, observability, security compliance, and multi-tenant scalability for global operations.
Building wealth and lending platforms in India.
We are a senior team that works with wealth, advisory, and lending firms on custom platforms. The platforms we ship go into production and stay maintained for years. Most of our engagements are with Indian firms. International work, where the fit is right.
Domain depth,
not domain claims.
AMFI, BSE Star MF, NSE NMF II, account aggregator, credit bureau APIs, e-Nach, EUIN tagging. Shipped in production, not learned from a slide deck.
Senior team,
on every engagement.
We lead every engagement ourselves and run it with a senior team. The people you meet on day one are the people who build, and the people who keep it running afterwards.
Built for production,
maintained for years.
Most of our case study platforms are still maintained by our team, often years after launch. Engagements run multi-year by design.
Platforms, live in production.
Mutual fund apps, lending systems, RIA back-offices, broker trading apps, AMC distribution platforms. Each one shipped, most still maintained by our team.
Findola Capital1L+ Downloads · Live
Self-serve mutual fund app with two recommendation tracks
DIY mutual fund investing for first-time Indian investors, with a toggle between risk-profile-driven picks and Findola's own research-led portfolios. Live on iOS and Android.
Notes on building
WealthTech in India.
Building something in wealth, advisory, or lending?
Tell us about it. We respond within one business day. Initial calls are exploratory. If the project is a fit, we say so. If it is not, we tell you and point you somewhere better.