At Akveo, we create sophisticated wealth management platforms that leverage AI automation for intelligent portfolio rebalancing and hyper-personalized financial planning.
We develop high-performance software that automates complex investment workflows and delivers superior client outcomes. We build the infrastructure that powers the next generation of wealth.
Move beyond basic chatbots to autonomous agents that act on your behalf. We integrate AI Agents to handle sophisticated tasks like real-time sentiment analysis and proactive portfolio adjustments.
What you can get:
Portfolio optimization agent which monitors when portfolio diverges from plan and recommends corrections
Market monitoring agent watches conditions and triggers rebalancing actions
Multi-agent AI systems for asset analysis, financial health assessment
Your users don't need more charts. They need clarity. We build systems that pull together scattered data across banks, brokerages, and retirement accounts into one coherent picture, so users finally understand where they stand and what to do about it.
What you can get:
Secure multi-source account aggregation across assets and liabilities
Automated net worth calculation and financial wellness scoring
Spending pattern detection and proactive budget adjustment recommendations
Move beyond static dashboards to a system that thinks, explains, and acts. We build multi-agent architectures that make complex financial data feel friendly and accessible, while staying within strict regulatory boundaries around financial advice.
What we offer:
RAG-grounded financial intelligence trained on proprietary knowledge base for accurate, compliant responses
Iterative portfolio optimization that refines allocations across multiple cycles until goals are met
Real-time dashboard action agent that pushes live context updates across platform widgets
We build wealth software that shows users where they're going. Our planning engines map financial milestones like retirement, home purchases, education. It give the user personalized guidance along the way.
What you can get:
Scenario simulation that models portfolio changes before trades are executed
Goal-drift detection with dynamic re-routing recommendations
Personalized planning flows driven by conversational AI onboarding
We provide refactoring of wealth platforms into scalable, AI-native microservices. This approach to software modernization improves performance, reduces maintenance costs, and enhances security.
What you can get:
Migration from legacy cores to high-concurrency cloud infrastructure
UI/UX overhaul to meet modern user expectations
Integration of modern APIs into older systems
Check how forward-thinking financial firms are redefining wealth management with automation and intelligent systems built by our team.
We transformed a US-based fintech platform from a passive tracking tool into an AI financial companion. Using Amazon Bedrock and Anthropic Claude, we built a dedicated Python agent that handles investment optimization via cyclic LangGraph workflows. AI Agent revisits and refines results across multiple iterations until portfolio goals are met. Meanwhile, a custom deterministic math layer guarantees 100% calculation accuracy. The AI now handles initial user onboarding and proactively identifies spending patterns for the users.
A global investment platform focusing on emerging markets needed a standardized way to evaluate startup fintech lenders applying for capital. We built a centralized investor portal tailored for alternative asset managers. The platform features data visualization dashboards that aggregate critical startup metrics, including financial performance, growth metrics, and loan book data.
A venture fund needed a centralized way to aggregate and analyze portfolio company metrics, eliminating the need for analysts to manually collect data. We developed a comprehensive internal dashboard using Retool. Our solution offers a single source of truth for portfolio analytics and enables data-driven decision-making through automated visualization.
Navigate the complexities of the modern fintech ecosystem with custom-built software tailored to your specific market needs.
Your stack determines your long-term success. Our deep expertise across multiple technologies allows us to pick the right tools for your specific performance needs.
At Akveo, we offer engagement models that align with your project’s complexity and organizational maturity.
When choosing this model, you access our senior-level engineers with niche expertise in agentic AI, high-density fintech UI/UX, or complex API orchestration. Staff augmentation helps instantly boost your development velocity.
Best for: Teams looking for specific technical expertise
You can hire a full-scale engineering department that operates as a seamless extension of your firm. This model is built for long-term product evolution, where deep domain knowledge of wealth workflows and compliance is vital
Best for: Scaling institutional wealth management projects and multi-year roadmaps
Delegate the entire technical lifecycle of a specific wealth management objective to us. We can take full ownership from initial architectural design to secure deployment and provide you with predictable timelines and budget transparency.
Best for: AI-driven MVPs, legacy modernization, and support features
I’ve worked with Akveo on multiple small and large-scale projects over the last few years. Akveo is innovative, agile, and reliable. If you are looking for a development partner who thinks along with you, you will enjoy working with Akveo.
Partner, PwC
It`s already my second engagement of Akveo. Akveo is a straightforward company. They’re open for discussion, have innovative solutions, and they understand how to use and leverage them on the market and investing a lot in great open source products.
Head of Telematics & Connectivity, Erwin Hymer Group
Our cooperation with Akveo is the reliable foundation for delivering high quality solutions for our partners. Proactive mutual conversations on various topics around business, technology and innovation always bring fruitful opportunities for a strong long-term relationship.
CEO, Swiss Startup Tech
They take care about what customer asks and they always try to give him attention and results. Even if, as in our case, the customer does not ask a "standard project" but only consultancy and support. Thanks to Akveo's outstanding consultancy services, the company will be able to launch its apps soon.
CTO, MySolution
The team of Akveo handled both the front-end and back-end parts. Weekly meetings allowed us to stay on the same page regarding the overall progress, and daily syncs helped us resolve issues faster. Our team was impressed by their knowledge and expertise. For instance, when I gave them a task for investigating, they came up with an optimal solution in terms of cost and quality efficiency.
Managing Director, Astute Computer Consulting
We really appreciate Akveo level of detail and the accountability they have demonstrated on the project. As well as their efficient customer service, their willingness to accommodate our need for occasional requests and the way they conducted the business as a whole.
Business Development Consultant, CWBI
Akveo is willing to continuously communicate about and evaluate the quality and delivery of their own team members, working with us to ensure that everyone is delivering to our satisfaction. They will work with us to replace team members as needed, and work with our team members on the UI side as well, effectively integrating them into their team.
Chief Information Officer, Accuro Solutions
Our business has expanded thanks to Akveo’s high-end services! Their contribution has exceeded our initial requirements. Being solution-oriented, Akveo's team establishes strong partnership relations to bring their clients tangible benefits. They always suggest innovative solutions, and remain open to any discussion.
Principal Consultant, Velum Management
Here are answers to the most common things our clients ask before getting started.
Timelines greatly depend on the complexity of your project. A specialized module (like a client portal) can be production-ready in 3 months. Meanwhile, the development of a full-scale portfolio management ecosystem powered by AI automation typically takes up to 9 months or more. At Akveo, we move faster than the standard hiring cycle. You get a technical estimate within 48 hours, and we can kick off your project in just 7 days.
AI functions as an architectural layer that eliminates manual data entry and identifies hidden risks. For instance, we rely on AI models to automate portfolio rebalancing based on real-time market shifts and client risk profiles, introduce predictive analytics that detect at-risk clients before they churn by analyzing engagement patterns, and implement hyper-personalization that generates custom investment reports for thousands of clients in seconds.
Development costs vary based on your specific requirements. Most high-concurrency systems fall into a few clear brackets. Specialized modules and MVPs typically start between $50K and $80K. Full ecosystems usually land between $150K and $500K or more. For annual maintenance, budget around 15 to 20% of the initial build cost to cover security patches and infrastructure scaling.
Our process runs in six stages: discovery to align goals with regulatory requirements, security blueprinting to embed zero-trust protocols from the start, prototyping to design intuitive high-density interfaces, engineering to build features and connect third-party services, and rigorous QA including penetration audits for bank-grade protection. After deployment, you retain 100% ownership of the code and AI models.
Security is baked into our CI/CD pipeline. We implement zero-trust architecture and field-level encryption by default. If you are operating in a regulated environment (HIPAA, GDPR, or SOC2), we work within your specific compliance guardrails using hardware-encrypted workstations and secure VPNs to protect your IP.
Let’s integrate autonomous agents that monitor markets and manage portfolios 24/7.
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