MVP of Wealth Management Platform to improve the financial wellbeing for lower-income and underserved communities, and communities of colour.

Customer: The customer is UK start-up company with multi-awarded idea about wealth management platform enabling investing in high-interest pensions, ISA’s and personal portfolios. The customer also works with banks to serve smaller customers. They use machine learning and their deep background in understanding the behavior of investment assets to reduce the cost of investing.

The need: The customer needed a partner that would be able to change his idea into working solution in a very short time. It included building the modern and user-friendly website to advertise the idea and creation of MVP of the platform that could be presented to his future investors. They needed a complex yet cost and time effective and modern solution.

The solution: We created the Team responsible for building from scratch solution transforming customer requirements into a robust and interactive MVP in just 3 months. We were responsible for architecture design and end to end implementation. We integrated 3rd party solutions for the stock exchange, live data feeds, banking APIs and social media channels. The solution provides unique risk-engine using Machine Learning for profile classifications and portfolio selection. We developed the complete backend side and the frontend for PCs, tablets and mobiles (RWD & PWA).



  • Angular 6
  • JSON RESTful
  • Material UI



  • Java, Kotlin
  • Spring (Cloud, Boot, Security)
  • PostgreSQL/H2
  • JSON RESTful
  • Liquibase
  • Docker
  • Thymeleaf/Velocity
  • Python


For real time monitoring we selected

  • Elastic Stack
  • Zabbix
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