What we delivered

A next-generation fintech SaaS investment platform designed to help retail investors build, manage, and grow long-term wealth through automated portfolio management, intelligent analytics, and integrated financial infrastructure.

The system combines banking integrations, AI-powered insights, and portfolio automation to simplify sophisticated investment strategies for everyday investors.

Project Overview

Raise Financial is a fintech SaaS investment platform built for retail investors seeking smarter long-term wealth management. The platform brings together portfolio management, financial planning, and analytics into a single unified investment environment.

Traditionally, retail investors rely on fragmented tools, spreadsheets, and complex financial platforms to manage investments. Raise Financial replaces these disconnected systems with an integrated platform that automates portfolio construction, performance tracking, and financial insights.

The platform serves as a centralized investment management system for everyday investors, allowing users to monitor investments, optimize portfolios, and make data-driven financial decisions through an intuitive digital interface.

The Challenge

Before Raise Financial was built, retail investors faced several significant barriers when managing their finances and investments:

• Manual financial planning and investment tracking using spreadsheets

• Limited access to institutional-grade financial tools

• Complex onboarding processes across traditional investment platforms

• Lack of automated tax optimization tools for investors

• Limited accessibility for non-experts navigating investment platforms

These limitations created friction for individuals trying to build long-term wealth while managing their investments independently.

The Solution

Raise Financial was developed as a unified fintech platform that simplifies investing through automation, integrations, and intelligent financial tooling.

The platform integrates directly with banking institutions and financial infrastructure providers to centralize investment data and automate key financial workflows. By combining deep financial integrations with intelligent portfolio management systems, the platform enables investors to manage their entire financial ecosystem from a single interface.

Raise Financial replaces fragmented tools and manual financial workflows with a streamlined investment management experience. Investors can automatically build diversified portfolios, monitor investment performance in real time, and access automated reporting and tax optimization insights.

This approach transforms complex financial processes into an accessible and intuitive experience for everyday investors.

Core Capabilities

Automated Portfolio Construction

Automatically builds diversified investment portfolios based on investor preferences and financial goals.

Real-Time Portfolio Analytics

Provides detailed performance insights and analytics across all investments.

Financial Planning Tools

Helps investors set and track long-term financial goals through structured planning tools.

Banking and Brokerage Integrations

Connects directly to financial institutions to aggregate investment and banking data.

Automated Reporting Dashboards

Generates investment performance reports and portfolio summaries automatically.

Multi-Account Financial Aggregation

Combines financial data across multiple accounts and institutions into a unified dashboard.

Outcome

The launch of Raise Financial delivered several key improvements for investors and platform scalability:

• Reduced manual financial tracking for users

• Faster onboarding for new investors

• Improved investment visibility through centralized analytics

• Simplified financial planning for non-expert investors

• Scalable fintech infrastructure designed for long-term platform growth

By simplifying financial tools and automating investment workflows, Raise Financial enables retail investors to manage wealth more effectively.

Frontend UI/UX

React / Next.js Frontend Architecture

Built using a modern React and Next.js architecture to deliver a fast, scalable user experience.

Responsive Dashboard Design

Developed a responsive interface optimized for desktop, tablet, and mobile investment management.

Interactive Portfolio Analytics Charts

Implemented dynamic charts and visualizations to present investment performance clearly.

Component-Based UI System

Designed a reusable component architecture for consistent UI patterns across the platform.

Real-Time Data Updates

Enabled real-time updates to portfolio performance and financial analytics across dashboards.

Backend & Infrastructure

Scalable Cloud Infrastructure

Built on cloud infrastructure to support secure, scalable fintech operations.

Secure Financial Data Architecture

Implemented strict data security practices to ensure financial data protection and compliance.

Banking API Integrations

Integrated open banking APIs to connect financial institutions and investment data.

Event-Driven Backend Services

Designed backend services to process financial events and portfolio updates in real time.

High-Availability Database Systems

Used highly available database architecture to support reliable financial data storage.

Automated CI/CD Pipeline

Implemented automated deployment pipelines to ensure reliable releases and continuous delivery.

Features List

Easy Investment Gifting for Family

Allows users to gift investments to family members as part of long-term wealth planning.

Investment Portfolio Dashboard

Provides a centralized overview of all investments and portfolio performance.

Financial Goal Tracking

Helps users track progress toward financial milestones and long-term investment goals.

Bank Account Integration

Connects user bank accounts to streamline funding and financial tracking.

Automated Reporting

Automatically generates investment reports and performance summaries.

Investment Performance Analytics

Provides detailed insights into portfolio performance and investment trends.

How We Did It (Tech Stack)

Frontend

• Next.js

• React

• TypeScript

Backend

• Node.js

• Prisma ORM

Database

• PostgreSQL

Cloud & Infrastructure

• AWS

• Vercel

Integrations

• Stripe

• Open Banking APIs

AI & Intelligence

• OpenAI

• Claude