Fintech · Startup · 2017–2023
Three platforms. Multiple brands. One startup budget.
A startup needed daily portfolio rebalancing for small and mid-size investors, accounting for short-term market movements and tax implications — on desktop and native mobile, white-labeled for several partners, against an aggressive timeline and a startup budget.
What made it hard
- Portfolios had to rebalance daily, accounting for short-term market movements and tax implications.
- The timeline was aggressive and the budget was a startup’s.
- Fiduciary and compliance requirements throughout.
- Users on desktop and on native iOS and Android — three platforms nobody could afford to build three times.
What we did
- Built the interface once on Ionic and compiled it for desktop, iOS and Android, so three platforms cost close to one.
- White-labeled the whole application, so each partner could ship their own branded app from the same codebase.
- Made third-party services — investing, banking, authentication, reporting — plug-ins rather than wiring, so they could be swapped without a rebuild.
What came out
- MVP built within six months.
- Features kept arriving for over three years as the business changed direction.
- Hundreds of investors, managing portfolios worth several million dollars between them.
- The business was eventually sold.
“An essential partner in bringing our complex, high-stakes product to life, where investors were entrusting their finances to us. Not only the technical expertise to deliver a robust, compliant solution, but the thought leadership to guide critical decisions about architecture and features. We couldn’t have done it without them.”Evati
Built with
- C# / .NET microservices
- Angular + Ionic
- iOS & Android
- AWS
Named with the client’s agreement; most of our clients are not named. References are available either way.
Building for three platforms on one budget?
Most of what makes that affordable is decided in the architecture, before anyone writes a line. Bring us the plan and we will tell you what we would change.