Financial Services

Software for desks where a stale price is a compliance incident

Execution engines, market-data infrastructure, portfolio risk, factor analytics and core-banking modernization, built for teams where latency, auditability and regulatory exposure are the design constraints, not afterthoughts.

500+

public equities under automated coverage

60%

↓ analyst idea-generation time

2hrs+ → 30min

full chart/technical analysis turnaround

Hours → 5min

finished research to published content

14 engagements in Financial Services

Agentic Equity Research & Multimodal Analysis PlatformReads earnings transcripts, news and live charts across 500+ U.S. equities, assembling bull and bear cases for an analyst to rule on.Read more Agentic Equity Research & Multimodal Analysis PlatformCapital Markets / Equity Research

Internal Agentic Operations LayerRouting every task to the right-sized model tier, opening safe tool-building to analysts, and handing issue triage to an autonomous agent.Read more Internal Agentic Operations LayerWealth Management

Automated Trade Execution & Compliance EngineTurning analyst allocation percentages into checked, compliant per-account trade orders in under 30 seconds, for an adviser rebalancing $10M to $100M portfolios.Read more Automated Trade Execution & Compliance EngineCapital Markets / RIA

Real-Time Market Data Streaming InfrastructureFeeding every internal tool from one upstream connection instead of a new vendor socket per feature, scaling to hundreds of thousands of ticks a second.Read more Real-Time Market Data Streaming InfrastructureCapital Markets

Systematic Strategy Research & Live DeploymentMoving systematic trading strategies from idea to backtest to live, risk-managed deployment, so new ideas reach the market without months of manual work.Read more Systematic Strategy Research & Live DeploymentQuantitative Trading

Portfolio Risk & Hedging InfrastructureReplacing three separate manual processes with one system for forward-looking hedging signals, full options-chain access, and live position-level risk.Read more Portfolio Risk & Hedging InfrastructureQuantitative Trading

In-House Equity Factor Analytics EngineReplacing a licensed factor-analytics vendor with an in-house engine the firm owns outright, for a U.S. registered investment adviser.Read more In-House Equity Factor Analytics EngineCapital Markets / RIA

High-Performance Cross-Platform Fintech AppMoving live price computation off React Native's single JS thread and onto native worklet threads, so a mid-tier Android phone renders with zero dropped frames.Read more High-Performance Cross-Platform Fintech AppFintech

Diagnostic-to-Revenue Lead Generation PlatformReplacing a single-file HTML prototype with a server-authoritative evaluation engine that serves internal advisors and public visitors from one backend, with Stripe payment built in.Read more Diagnostic-to-Revenue Lead Generation PlatformFinancial Advisory

Design System for a Global Insurtech UnicornBuilding a global design system from zero as the platform's first product designer, scaling it across 30 markets on 3 continents.Read more Design System for a Global Insurtech UnicornInsurtech

Accessible Digital Banking & Core-Banking ModernizationDesigning the market's first Braille banking documents and modernizing account-opening and employee-productivity flows across multiple national retail banks, giving visually impaired customers independent access.Read more Accessible Digital Banking & Core-Banking ModernizationRetail Banking

AI Sales Coaching & Objection-Handling Agent SuiteScoring every sales call automatically and routing unanswered questions into a shared knowledge bank, for a wealth-management sales team with no VP of Sales.Read more AI Sales Coaching & Objection-Handling Agent SuiteWealth Management

Equity Crowdfunding Campaign for a Wealth ManagerLeading a regulated equity crowdfunding round end to end, instrumented and A/B tested like a growth funnel rather than run as a passive listing.Read more Equity Crowdfunding Campaign for a Wealth ManagerWealth Management

Self-Serve Tax Diagnostic for a Wealth Management FirmA branching self-serve diagnostic that surfaces personalized tax findings in real time, replacing the discovery call a sales process used to require.Read more Self-Serve Tax Diagnostic for a Wealth Management FirmWealth Management

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