AI + FINTECH SAAS

Lumida Wealth Investor Platform

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Lumida Wealth Investor Platform

PROBLEM

High-net-worth investors needed reliable portfolio visibility, secure access, and faster decision support across web and mobile.

SOLUTION

Shipped OAuth2-secured investor workflows, real-time portfolio sync, and LLM-powered insight experiences using OpenAI API across iOS, Android, and web.

RESULT

Zero production rollbacks across 6+ consecutive sprints with a consistent monthly release cadence. Reduced UI bug reports by 35% through WCAG 2.1 enforcement.

KEY METRICS

0 rollbacks in 6+ sprints
35% fewer UI bugs
Monthly release cadence

TECH STACK

ReactReact NativeNode.jsPostgreSQLOpenAI APIOAuth2