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Client Success StoryAI Personal Finance

TezWealth: Your Financial Life, Decoded.

We unified scattered banking data into a single, intelligent dashboard. Fintech done right.

Services Delivered
Mobile App Development, Bank Integration, Security Architecture
Tech Stack
TezWealth: Your Financial Life, Decoded.
CONTEXT

The Challenge

Aggregate data from 50+ banking institutions securely.

Categorize transactions with >95% accuracy using ML models.

Deliver a native mobile experience that feels instant.

The problem with modern finance is fragmentation. You have a bank app, a trading app, a crypto wallet, and a credit card portal. TezWealth unifies them.

We were tasked with building the 'OS for Money'—a secure, fast, and intelligent layer that sits on top of all your financial institutions. The challenge was making sense of messy transaction data and turning it into clear lifestyle insights.

Visual Journey

Snapshots of the interface and user experience.

// Execution

The Solution

Architected a scalable Monorepo ensuring feature parity between Web, iOS, and Android.

Implemented an OAuth-based aggregation layer that connects to banks without ever touching user credentials.

Developed a local-first sync engine that allows users to view their data even when offline.

Impact Delivered

01

Launch-ready product scaling to thousands of concurrent users.

02

Processed millions in transaction volume securely.

03

99.9% uptime across all banking connectors.

Project Q&A

Is my bank data safe?

TezWealth uses read-only access tokens. We cannot move your money, only view it to provide insights. Security is our #1 priority.

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