Personal Finance & Investment App
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FinTechClient: FinTech Startup

Personal Finance & Investment App

Overview

A secure financial application that aggregates bank accounts, tracks spending habits, and offers AI-driven investment advice.


!The Challenge

Users needed a secure, intuitive way to consolidate multiple bank accounts and receive actionable insights on their spending habits.

Our Solution

We developed a bank-grade secure financial application that seamlessly aggregates accounts using Plaid and offers AI-driven investment advice and budget tracking.

The Impact & Results

Successfully acquired 50,000+ active users

Maintained zero security breaches

Helped users save an average of $300/month

Technologies Used

React NativeNode.jsPlaid APIAWS KMS

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