Custom WealthTech Platform Development
Built for Scale, Compliance, and Growth
We build platforms that connect investors, advisors, and financial firms seamlessly. From investor portals and advisor dashboards to transaction engines and reporting systems, we help modern financial businesses run smarter and grow faster.
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Your Vision, Engineered
into Reality
Investor Portals
Streamlined onboarding, transactions, and portfolio tracking in one unified experience.
Distributor & Advisor Dashboards
Tools that simplify client management with AUM analytics, CRM modules, and insights.
Transaction Engines
Real time systems integrated with NSE, BSE, RTAs, and payment gateways.
Goal Based Investment Tools
Personalized journeys powered by intelligent analytics and engaging UX.
Reporting & Analytics Platforms
Advanced dashboards for compliance, business intelligence, and data visualization.
Embedded Wealth Platforms
White label, multi tenant solutions for digital distribution and embedded finance models.
Our favorite part:
the tech stack
In today’s time, web applications are real-time and data-driven with the least latency and higher performance. With our tech stack, we build such applications for you that are seamless, scalable, and match your project needs.
From Concept to Production, End to End Execution
Discovery & Blueprinting
We map out goals, workflows, integrations, and compliance needs.
Architecture & Design
Define data models, craft intuitive interfaces, and plan for scale.
Development & Integration
Agile sprints bring features to life with secure, real time integrations.
QA & Compliance Validation
We test rigorously for accuracy, performance, and various compliances.
Deployment & Monitoring
Automated CI/CD pipelines, cloud setup, and ongoing observability.
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 focus is always on the bigger picture
At Mindstack, we focus on the bigger picture and think of the product as the soul that lives in code. Technology is surely important. But a product as a whole is more than just technology. Consumer perception, market feasibility, competitive landscape, value proposition, and long-term product vision – we take all those factors into account before we write a line of code.
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.
