Native Mobile Investment Platform for Stock Traders
Client: Finch Money
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What We Faced
Finch Money is a leading fintech platform in the United States designed to help millions of Americans unlock the benefits of investing, develop healthy financial habits, and move toward financial freedom. The platform automatically invests users' balances into a diversified ETF portfolio.
Key Pain Points
- 1Need to expand from web-only to native mobile experience
- 2Complex trading operations requiring bank-grade security
- 3Legal compliance requirements within the US fintech ecosystem
- 4Real-time portfolio tracking and management requirements
Constraints & Limitations
- 1High-level encryption and security standards required
- 2Integration with existing web platform infrastructure
- 3Support for both iOS and Android platforms
- 4Scalability for growing user base
How We Solved It
Day One Technologies partnered with Finch Money to design and develop a modern, secure, and scalable native mobile application that handles the complexity of trading, user security, and legal compliance requirements within the US fintech ecosystem.
Technical Approach
Product Design Workshop: Collaborative analysis of user workflows, identification of functional gaps, and evaluation of potential barriers.
UX/UI Strategy: Enhanced functional vision focused on intuitive navigation, clear visualization of complex trading data, and high-performance mobile experience.
Native Development: Built native iOS (Swift/Xcode) and Android applications with rich user experience and bank-grade security.
End-to-End Services: Ideation, conceptualization, UX/UI design, database architecture, development, testing, integration, hosting, and ongoing maintenance.
Platform Capabilities Delivered
Investment Features
- Stock performance tracking
- Short-term and long-term goal setting
- Interactive diversification charts
- Easy stock management
- Flexible stock listing views
- Returns and portfolio weight data visualization
Core Capabilities
- Investment tracking and portfolio management
- Automated portfolio recommendations
- Ability to rebalance investments across financial instruments
- Secure access to invested funds via Finch Card
- Bank-grade security with high-level encryption
Technology Stack
Measurable Results
Successfully raised $1.8 million in seed funding from Mendoza Ventures, Barclays, Frontier Venture Capital, Techstars Investors, and Draper Frontier
Company valued at approximately $20 million
Thousands of investors now using the platform across the US
Seamless investment tracking through visually intuitive and interactive charts
2+ years of ongoing partnership and continuous feature enhancements
