Empowering Financial Growth Through Scalable Technology: A FinTech Success Story

About the Client

Our client is a prominent financial technology company that provides personalized financial advice and innovative tools designed to help individuals navigate complex financial decisions. With a mission to bridge the gap between consumers and the financial world, they offer accessible solutions that empower users to make informed choices about their financial future. Our client is an established leader in the FinTech space. Their platform has helped financial advisors close over $34 billion in new assets under management. Through its cutting-edge, data-driven technology, our client delivers user-friendly tools and actionable insights that empower individuals to make confident financial decisions. By prioritizing financial literacy and accessibility, they have positioned themselves as a trusted resource, helping users take control of their finances and achieve greater financial security.

The Challenge

Our client’s suite of products, used by approximately 75 million people monthly, is central to the company’s success. These tools, which include personalized financial calculators, educational resources, and advisory matching solutions, are key to driving user engagement and achieving business growth. As the user base and product offerings expanded, they faced the challenge of scaling their operations while maintaining a seamless and reliable experience across all solutions. To address these needs, the company required additional technical expertise to support ongoing product enhancements. This included maintaining the existing platform, developing new features, and optimizing the backend. Additionally, they sought to expand their advertising and marketing technology capabilities to better serve customers and support long-term growth.

Why Kanda?

With over 25 years of experience delivering high-quality solutions to Fortune 100 companies and innovative startups alike, Kanda was a strong fit for their ambitious goals. The decision to collaborate was driven by Kanda’s proven track record in delivering tailored, scalable solutions and the ability to seamlessly integrate with existing teams. Key factors that set Kanda apart included:

• Onshore Delivery Management: Ensured smooth communication and alignment with the client’s objectives.
• Expertise in FinTech and AdTech Development: Provided the technical proficiency to address complex challenges.

This combination allowed the client to focus on strategic initiatives while ensuring their products continued to thrive.

The Solution

Over a three-year partnership, Kanda’s engineers worked on developing and enhancing the client’s business-critical solutions. Their efforts included backend and frontend development, implementing user-facing features, and optimizing the overall user experience. Kanda contributed to the following: 

• Financial Education Tool

A resource designed to empower users with knowledge and tools to make informed financial decisions, providing easy access to educational content and personalized financial insights.

• Matching Platform

A marketplace that connects users with up to three fiduciary financial advisors based on factors like geographic location, investable assets, and preferences for remote or in-person collaboration. This platform leverages the client’s strong relationship with millions of investors to create meaningful matches.

• MarTech and AdTech platform

A robust platform designed to improve ad targeting and delivery while supporting complex marketing workflows.

The Results

The client highly valued Kanda’s contributions, emphasizing the seamless collaboration, technical expertise, and consistent, on-time delivery of milestones. By working closely with the client’s internal team, Kanda ensured smooth communication and alignment on priorities, resulting in a productive and efficient working relationship. The enhancements and optimizations delivered during the partnership not only improved the performance and scalability of their products but also strengthened their ability to meet the needs of a growing user base and business partners.