SolGuruz is a wealth management software development company that builds the platforms advisory and investment firms run on, from portfolio management and robo-advisory to client portals, reporting, and the RegTech underneath. We build to comply with SEC and FINRA rules and wire in the market-data and custodian feeds your product depends on.
Trusted by Startups and Enterprises Worldwide
Custom Software Development Success Stories
Real founders, CEOs, CTOs, and product owners behind 102+ shipped products across 14 industries share what working with SolGuruz looked like. Every story is one of 130+ independently verified client reviews across Clutch, Google, Glassdoor, and other platforms, averaging 4.9 ★★★★★ ratings.
Online Art Education Platform
I've been working with SolGuruz for almost five or six years. They say you have to pick two of the three: cost, quality, or speed. SolGuruz has been the only company that I have ever experienced that has delivered on all three of those pillars at the same time. They deliver the highest quality code, designs, and projects at the best price and within timelines you think are impossible. You guys are amazing and unmatched.
Vice President & Co-Founder, Sparketh | Shark Tank Featured Startup
Custom Software Solution Development / Driver Dashboard & Invoice Automation for Food Service Company
SolGuruz has delivered a solution that has reduced 90% of manual efforts through automation and provided real-time insights for supplier fulfillment and order volume trends. The team is responsive to requests and changes, and their proactive approach to problem-solving has stood out.
Summarized from Gary Boyd's Clutch review
Gary Boyd
CEO and Owner, Tasty Food Guys | Florida, USA
Mobile App & Web App Dev & UX/UI Design for Social Platform / Daily Journaling App
SolGuruz has delivered the initial design and meets weekly to track progress. The team coordinates the project through a project manager as the primary client contact. SolGuruz is communicative and provides follow-up to meet requirements. They communicate via virtual meetings, emails, and messages.
Summarized from Robert Mond's Clutch review
Robert Mond
Principal, The Master Storytellers LLC & Founder/CEO, DreamStoryLive | New Mexico, USA
Radon Compliance Software - Website & Mobile App Dev for Home Services Company
SolGuruz delivered the project on time and had outstanding project management skills. Furthermore, the team communicated effectively and cohesively through Microsoft Teams. Overall, the service provider's performance led to the client's satisfaction.
Summarized from Chad Smith's Clutch review
Chad Smith
Owner, Monarch Radon Testing LLC & Founder, RadonSketch | Colorado, USA
what we build
Wealth management software is not one product. It is a portfolio engine, an advisory layer, a client portal, and a compliance backbone that all share one book of record. We build each of these, and we build them to work together.
Positions, performance, asset allocation, and automated rebalancing against model portfolios, with a book of record that finance and compliance can trust.
Planning tools, projections, and goal-based tracking that let advisors model scenarios and show clients where they stand against their plan.
Risk profiling, model-driven allocation, automated rebalancing, and digital onboarding for a self-serve or hybrid advice experience.
Web and mobile portals where clients see holdings, performance, statements, and documents, with self-service that cuts advisor admin.
Client, regulatory, and management reporting with performance attribution, interactive dashboards, and scheduled statement generation.
KYC and AML onboarding, suitability checks, audit trails, and automated compliance monitoring built into the workflow, not bolted on after.
A unified advisor workspace over the CRM, pipeline, and client book, so relationship, portfolio, and compliance context sit in one place.
Order capture, routing, and execution against brokerage and custodian APIs, with compliance checks in the flow and a clean settlement trail.
A single view of held-away and in-house accounts through Plaid, Yodlee, and market-data feeds, so every number reconciles to a source.
Talk to a team that builds portfolio, advisory, and compliance software, and builds it to comply with SEC and FINRA rules.
our services
Our wealth management software development services span the full build, from the first scoping call to post-launch iteration, so you are not stitching together separate vendors for app, data, and compliance.
We help you scope the platform, make the build-versus-buy call, and map the SEC and FINRA obligations before a line of code is written.
The client-facing side of the product: responsive web portals and native iOS and Android apps that share the same data and reporting as the advisor desktop.
Advisor and client flows designed for clarity and trust, because a wealth product lives or dies on whether people believe the numbers in front of them.
Custodians, brokerages, market-data feeds, Plaid and Yodlee, CRM, and accounting wired in so the platform has one reconciled source of truth.
Post-launch monitoring, security patching, regulatory updates, and continuous tuning as assets under management and client counts grow.
Book a scoping call and we will map the platform, the SEC and FINRA compliance path, and a realistic timeline with you.
free resource
Our fintech security and compliance playbook covers the controls that keep a wealth build audit-ready, from KYC and AML to SOC 2 practices. Free to download.
A practical eBook for founders, CTOs, and product leaders on building secure financial systems that users trust and regulators approve.
AI and ML
Every ranking wealthtech platform now leads with AI, and for good reason. We add it where it earns its place, from the portfolio recommendation to the advisor copilot, each built into the platform and backed by our AI development team.
From portfolio recommendations to an advisor copilot, we build the AI that gives your team an edge without losing the human in the loop.
compliance
Wealth software handles regulated advice and client money, so we treat compliance as an architecture input from day one and build to comply rather than bolting it on at the end. For the deeper view, read our fintech secure product building playbook.
We build the suitability checks, disclosures, recordkeeping, and audit trails that support SEC investment-adviser obligations. Your firm holds the registration; we build the software that helps you meet the rules.
For broker-dealer workflows we build to FINRA expectations, including supervision, communications recordkeeping, and trade reporting support, designed around your compliance setup.
We build identity verification and AML screening into client onboarding through specialist providers, with ongoing monitoring for suspicious activity.
integrations
A wealth platform is only as good as its data. These are the integrations we wire in so every position, price, and client record reconciles to a trusted source.
Plaid, Yodlee, and MX to pull held-away accounts and transactions, so clients and advisors see a complete, current financial picture.
Bloomberg, Refinitiv, and other market-data feeds for prices, corporate actions, and reference data that keep valuations accurate.
Custodian and brokerage connections for positions, trades, and settlement, so the platform reflects what actually sits in client accounts.
The advisor CRM, accounting, and document systems wired in so relationship data, billing, and statements stay in sync with the portfolio.
how to build
You do not always need to build from zero. The right choice depends on how unique your product is and how much sits in legacy systems, and we help you settle it before the budget is committed.
The right choice when the product is your differentiator: a bespoke portfolio engine, advisor desktop, and client experience built to your firm and asset classes, with nothing you do not need.
When speed to market matters more than full control, we build on proven components and open-finance rails to reach a working MVP faster, then extend it as you scale.
When you already run a wealth platform that is holding you back, we re-architect and extend it without losing data, history, or uptime, rather than starting over.
We keep the stack proven and auditable, because a wealth platform is won on data accuracy and compliance, not on chasing trends. For the full layer-by-layer view, read our wealth management software development guide.
Claude Code
GitHub Copilot
Cursor
Windsurf
v0
Gemini
Codex
Banani
Figma Make
Uizard
Pencil Dev
Stitch
Kiro
Antigravity
User-doc
Miro AI
Whimsical AI
Claude Code
GitHub Copilot
Cursor
Windsurf
v0
Gemini
Codex
Banani
Figma Make
Uizard
Pencil Dev
Stitch
Kiro
Antigravity
User-doc
Miro AI
Whimsical AI
We follow a defined process so compliance and data accuracy are handled early, not discovered late. Every stage ships a named deliverable with a clear owner.
cost
Wealth management software development cost tracks scope more than anything else, and the biggest driver is how much of the platform you build versus assemble from proven components. A focused first version can launch in 2 to 4 months, typically $30,000 to $50,000. A full, multi-module platform with in-house portfolio and compliance engines runs much longer, often $150,000 to $300,000 or more.
One or two modules, such as a client portal plus reporting, on aggregated data. The fastest route to validating the product with real advisors and clients. Typically $30,000 to $50,000.
Several modules, such as portfolio, planning, and a client portal, with a few custodian and market-data integrations and core compliance. Typically $50,000 to $150,000.
Portfolio engine, advisor desktop, client apps, robo-advisory, and compliance automation. The build for a firm running its core operations on the software. Typically $150,000 to $300,000 or more.
Ranges are indicative and depend on your modules, integrations, and compliance scope. We give a line-item estimate during scoping.
From the portfolio engine to compliance and launch, we build wealth management software for advisory and investment firms.
who we serve
Wealth software looks different for a solo RIA than for a multi-family office or an asset manager. We build for the firm types where custom software changes how the business runs.
Advisor desktops, planning tools, and client portals that let independent and registered advisers scale their book without scaling admin.
Multi-entity, multi-asset reporting and consolidation for single and multi-family offices that need one view across complex holdings.
Portfolio, order, and reporting systems for asset and fund managers who need accuracy, performance attribution, and an audit trail.
Trading, position, and risk tooling built for the data volumes and speed that alternative strategies demand.
Robo-advisory and digital-first wealth products taken from idea to a compliant MVP, built on open-finance rails so you launch faster.
Digital wealth and private-banking front ends that modernize the client experience over existing core and custodian systems.
We combine fintech engineering depth, real compliance discipline, and one team across the whole build, so you build with a team that treats client money and regulated advice with the seriousness they need.
Here's why firms trust us to build their wealth platform:
Fintech and Investment Experience
We build finance products where accuracy and trust are the whole point, including a fractional real estate investment app and a production BNPL lending app, so we scope your build from delivery, not theory.
Compliance Built In
We build to comply with SEC and FINRA rules, KYC and AML, and SOC 2-aligned practices, so the regulated parts are handled from the architecture up.
The Data Layer, Not Just the UI
We build the book of record, aggregation, and reconciliation that make a wealth platform trustworthy, which is where most teams underestimate the work.
Proven Delivery
SolGuruz has shipped 102+ products across 14 industries with a 99.9% delivery rate, backed by ISO 27001 and ISO 9001 certified processes.
One Team, One Build
Portal, desktop, data, and compliance under one roof, so you are not integrating separate vendors and hoping the seams hold.
Read what founders and product teams say about building with SolGuruz.
SaaS Platform Redesign Services for Sales Promoting Platform
The platform looks better than before and is appreciated by the end customers, thanks to SolGuruz. The team uses Slack for communication and has been effective so far. Their dedication and proactivity impress the client.
Summarized from Robin Singhvi's Clutch review
Robin Singhvi, CEO, SmartCue
Mumbai, India
UI/UX Design & Development for Software Community Platform
The engagement was a success; SolGuruz completed four months worth of work in just one month. They guided the client through the best rollout plan and went the extra mile to keep everyone involved in the process. Overall, they were transparent, timely, communicative, and professional.
Summarized from Arpan Garg's Clutch review
Arpan Garg, Founder, Commudle
India
Custom Software Development - Mobile & Web Dev for Documentation Solutions Firm
SolGuruz's work continues to receive positive feedback from the client's customers. The team is highly communicative and professional from a project management standpoint, and internal stakeholders are impressed with the service provider's technical expertise.
Summarized from Deepak Dhanak's Clutch review
Deepak Dhanak, Co-founder & CEO
Mumbai, India
From Our Portfolio
See how our team built fintech and investment products, from a fractional real estate investment platform to BNPL and subscription billing.
Fractional Real Estate Investment App
Explore our fractional real estate investment app case study. See how SolGuruz's expertise transforms complex property ownership challenges into seamless digital solutions.
Key Outcomes
How SolGuruz Built UnSub: A Subscription & Bill Management App
SolGuruz designed and developed UnSub - a subscription and bill management platform delivering a complete cross-platform product across web and mobile in 8 weeks.
Key Outcomes
Buy Now Pay Later (BNPL) App Solution
Get insights from FlexiPe App’s Case Study relates to the Buy Now Pay Later model, offering a comprehensive analysis of the BNPL App.
Key Outcomes
We deliver secure, compliant, high-performance wealth management software for advisory and investment firms.
Quick answers to the questions our clients and prospects ask most. If yours is not here, our team is one click away.
Need advice tailored to your project?
FAQs cover the common ground. For decisions specific to your tech stack, timeline, and team, talk directly to a senior engineer who has shipped what you are planning.
