Founders

We helped more than 50+ fintech companies accelerate, grow, scale

from

and turn into huge enterprises.

5 companies of our portfolio got acquired by FranklinTempleton, iCapital, Accel-KKR and other financial giants.

Each company and founder we work with is more than just a client — they are a strategic partner.

A partner

we are ready to

[ 01 ]

grow with

[ 02 ]

mentor

[ 03 ]

learn from

[ 04 ]

reach new heights with

Our
Portfolio

TOP CASES

ACI Worldwide

Real-time payment solutions provider for more than 6,000 organizations worldwide that process $14+ trillion in payments and securities transactions daily.

Salsa

Comprehensive fundraising software suite for global communications, fundraising, and advocacy needs of more than 3,000 nonprofit organizations.

AdvisorEngine

One-stop-shop wealth management platform for RIAs that serves as a complete operating system to run and grow their business.

Leadspace

B2B sales and marketing platform that drives personalized customer engagement with industry-leading data and AI.

Mirador

Digital wealth management services that cover the needs of financial professionals, from client onboarding and account maintenance to trading, analytics, and re...

Responsive AI

A hybrid wealth advisor solution for banks and private managers that enables advisors to mitigate client risks and act on client opportunities.

Snappy Kraken

A complete digital marketing system helping financial advisors accelerate growth and improve client engagement through automation.

Multrees Investor Services

Expert, custom service with flexible, open architecture technology to help businesses build their private wealth management platform.

BridgeFT

A cloud-native, API-first wealth infrastructure company serving financial institutions, Fintech innovators, TAMPs, and registered investment advisors.

Chalice Pay

The streamlined billing and payment platform designed with the needs of independent financial professionals in mind.

Future Bricks

Funding opportunities in UK property development finance for retail and corporate investors, with funds secured against UK real estate assets.

Henry Schein Dental

Worldwide distributor of quality and cost-effective dental and medical healthcare products, services, and equipment.

Enmark Systems

Leading enterprise technology solutions provider for the metal service center industry, serving over 300 companies and over 3,000 users.

IncomeConductor

A cloud-based tool that lets financial advisors and enterprise firms create, track, and manage retirement income plans.

Markov Processes

Solutions for investment management professionals that need powerful insights into individual fund and portfolio-level performance and risk.

VIDEO reviews

Dayna Shaw Sear

CEO at Smart Grant Solutions

Ted Tekippe

CEO at ZimpleMoney

Derek Notman

CEO at Couplr.AI

Case Studies

December 30, 2025

15 min

Case Study: INSART’s Approach to Plaid Integration for Mobile Apps

Case Studies, Other

December 24, 2025

10 min

2025 in Fintech Engineering: From Features to Foundations

Signals, Blog posts

December 18, 2025

20 min

Fintech Founder Yearbook 2026: Key Trends, Signals, and Lessons

The 2026 Fintech Founder Yearbook: The State of Innovation, Engineering Trends & Funding Reality

Blog posts, Signals

December 10, 2025

10 min

Why Now Is the Best Time to Build in Fintech - Blog - 3

2026 Is Coming. Your Startup Tech Stack Isn’t Ready.

Signals, Blog posts

December 8, 2025

20 min

Payments Infrastructure: How Startups Can Build on Top of Stripe, Adyen, and Beyond

Signals, Blog posts

November 7, 2025

15 min

Case Study: Building a Predictable Sales Pipeline With AI Signaling Approach

Signals, Case Studies

October 31, 2025

10 min

Interview with Jelli Finance: Pivots, Persistence, and Building for the Next Generation

Interviews, Signals

October 23, 2025

10 min

Case Study: The Journey From Idea to Investment-Readiness in Early-Stage Startups

Case Studies, Blog posts

October 23, 2025

10 min

Case Study: AI-Assisted Report Generation with LangChain, FastAPI, and Anthropic Claude

Case Studies, Signals

October 14, 2025

30 min

Case Study: AWS Cloud Intelligence Integration for Investment Company

Case Studies, Signals

October 12, 2025

10 min

Case Study: Building a Scalable Developer API Portal with AWS API Gateway, Kong, and Terraform

Case Studies, Signals

October 12, 2025

10 min

Case Study: Designing a Two-Way Sync Engine for Wealthbox, Salesforce, and Redtail APIs

Case Studies, Signals

results
and deliverables

8 deals

That’s how many acquisitions our clients completed, empowered by the quality of the software we engineered for them.

9 years

That’s how long our clients stay with us. We always aim for long-term relationships with our clients, and they value our determination and expertise.

400

That’s the number of integrations we built to help users achieve their goals effortlessly. Our expertise helps both our clients and their customers reach new heights.

~1,000

That’s how many solutions we engineered for leading fintechs.

“Excellent quality, and the team delivers in the most timely manner possible.” – Joseph Larizza, Managing Partner at Mirador