Woyce
An AI-powered financial concierge that delivers personalised wealth insights, analyses financial data and documents with advanced multi-agent AI, and provides access to curated private market investment opportunities.
Accounts connected at launch
An AI-powered financial concierge that delivers personalised wealth insights, analyses financial data and documents with…
Average savings improvement
An AI-powered financial concierge that delivers personalised wealth insights, analyses financial data and documents with…
User satisfaction score
An AI-powered financial concierge that delivers personalised wealth insights, analyses financial data and documents with…
Goodfin AI brings the power of a personal wealth advisor to every investor. Its AI concierge delivers personalised wealth insights by analysing financial data and documents with advanced multi-agent AI. Users gain access to curated private market opportunities, can interact via voice for hands-free financial assistance, and benefit from encrypted, privacy-focused data handling that keeps their finances secure.
We validated every challenge before writing production code. The right column shows the pain points we tackled head-on and how we approached each one.
Built a resilient background job that monitors token health and proactively re-authenticates before expiry.
The instinct on complex projects is to rebuild everything from scratch. We pushed back. A full rewrite often means months of regressions while engineering rebuilds features that were already working.
We mapped the existing workflow against actual usage. The result was clear: a small set of features accounted for the majority of user time. We rebuilt the core, shipped fast, and extended outward.
On the technical side, we made clear decisions early and held them. The right column shows what we chose, and why.
Custom AI Wealth Concierge — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Custom Advanced AI Document Analysis — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Custom Private Market Investments — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Custom Voice Interaction — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Every feature was scoped and delivered with a focus on speed, reliability, and getting out of the user's way.
An AI-powered concierge that delivers personalised wealth insights and financial guidance tailored to each user.
Uses advanced multi-agent AI to analyse financial data and documents, surfacing actionable insights from complex information.
Offers access to curated private market investment opportunities not typically available to individual investors.
Supports voice interaction for hands-free financial assistance, making wealth management more accessible.
Ensures strong security with encrypted, privacy-focused data handling to protect sensitive financial information.
We benchmark before we touch anything. Every metric was logged before we wrote a line of production code.
We ship fast. Talk to us about your product idea and we'll tell you exactly how we'd approach it.