WealthTech
WealthTech
Ship the product roadmap your next enterprise deal depends on.
- Win more enterprise business — Build the APIs, headless capabilities, embedded workflows, permissions, and integrations RIAs, broker-dealers, and asset managers require.
- Ship faster — Add senior, US-based engineers who understand WealthTech to work alongside your product and engineering teams.
- Prepare for diligence — Address technical debt, security, scalability, and AI governance before they jeopardize an enterprise review, capital raise, or acquisition.
We help WealthTech companies modernize their platforms, build the integrations enterprise buyers expect, and accelerate AI development without rebuilding from scratch or adding permanent engineering headcount.
Talk to a WealthTech software expert.
What’s the struggle?
Enterprise buyers are changing what “integrated” means.
Advisors and enterprise firms now expect real-time data, two-way workflows, embedded experiences, MCP servers, APIs, automation, and secure AI access inside the systems they already use. Meeting those expectations often means modernizing the platform you already have—not replacing it.
The platforms AI can't reach get replaced by the ones it can.
Shallow integrations push advisors back to double entry and spreadsheets. One-off integrations become custom work your team has to maintain. Enterprise deals stall when you can't embed in their CRM or offer a headless option. And when your AI moat isn't clear, investors notice. Meanwhile, AI-native competitors are shipping new connectors, and some firms are asking if they could build the tool themselves with AI instead of paying for yours.
We can help
Modernize around the product you already have.
We don’t begin by recommending a rewrite. We look at the enterprise opportunities you’re trying to win, where integrations and workflows are creating friction, and what your AI roadmap requires. Then we assess, prioritize, and help your team ship the highest-value improvements.
Enterprise Integrations & AI Connectors
We design and build the APIs, two-way integrations, embedded workflows, and AI connectivity that make your platform easier to adopt across complex advisor technology stacks.
- AI and integration readiness assessments
- Public and partner APIs
- MCP server design and development
- Two-way CRM and custodial integrations
- Embedded workflows inside Salesforce and other CRMs
- Consistent client data across systems
- Agent permissions and audit trails for safe write access
Engineering Augmentation
We provide senior, US-based engineers who understand WealthTech and can work alongside your existing product and engineering teams. They move priority initiatives forward without adding permanent headcount.
- Enterprise implementation support
- AI product design and development
- Platform and legacy modernization
- API development and software architecture
- Engineering process improvements and technical debt reduction
- Removing key-person risk
- CI/CD, automated testing, and DevOps
Enterprise & Acquisition Readiness
Technology becomes especially visible when the stakes get higher. We identify the architecture, security, scalability, and governance issues that can raise questions during enterprise review or technical diligence.
- Technical diligence preparation
- Security and data-handling audits
- SOC 2 readiness and remediation
- Broker-dealer and enterprise security reviews
- AI governance, permissions, and auditability
- Scalability and reliability assessments
- Technical debt, scalability, and key-person risk
A US-based team
We're software engineers who understand the business behind the software.
We are a US-based software development company with direct experience building technology for financial advisors and WealthTech companies. Our engineers can work directly with product, engineering, executive, and customer teams without requiring you to translate the industry every time. We’re also the software team behind FPA’s PlannerSearch 2.0—the industry's most effective tool connecting Financial Planners with consumers.
Reviews
Honest words from real clients.
Real clients, real projects, real reviews—from across industries. Read the full, detailed reviews on our Clutch profile.
The team conducted a meticulous assessment, identifying vulnerabilities and providing clear, actionable recommendations to enhance our security. They demonstrated a deep understanding of best practices across cloud security, infrastructure hardening, and application security, ensuring that our systems were both robust and compliant with industry standards.
Robert Sofia, CEO
Snappy Kraken
They understand our space. They understand the importance of financial planning and want to learn as much as possible to support their work with us. You don't always come across that desire in service providers.
Ben Lewis, Chief Communications and Development Officer
Financial Planning Association
The Smyth Group's people are far beyond the average team. When we have a difficult problem, we bring them on board because they have high-quality resources. The products we've created with them have increased our top-line revenue or lowered our costs, making us more profitable. It’s a successful relationship.
Alan Gordon, CIO
Cisive
They’re clearly a smart group of hand-picked individuals, focusing on creating custom solutions for custom problems.
Darrin Martin, Training & Development Manager
Volkswagen of America
We worked with several different resources from The Smyth Group, and all were top-notch.
Scot Klocke, IT Director
Columbia Sportswear
They went all-in on understanding our business, and what we wanted to accomplish... and because of their process, many times they were presenting features that our team had not thought of! I am amazed by their organization, documentation, and level of experience in achieving our vision. Even when we struggled to explain our ideas, they figured out how to make it clear and present the perfect solution.
Phil Penton, CEO
Xcite Automotive
Your technology helped build the company. Make sure it can support what comes next.
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