Finance
Cybersecurity
Healthcare
Education
SaaS

Finance platforms institutions trust

We embed directly into fintech teams as long-term product and engineering partners, with experience shipping in regulated environments.

Everything we build is designed to meet institutional standards
for performance, security, and compliance.
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$40T+

AUM on platforms we’ve built

25+

Products built for finance

4 yrs

Average partnership length

ISO 27001

Certified
Domain expertise

Deep fintech experience, proven at institutional scale

We've built and scaled products for finance across capital markets, trading, investment banking, and lending. These platforms generate billions in revenue and are relied on by some of the world's largest financial institutions.

1.
Capital Markets & Trading

Order management, market data ingestion, and real-time execution systems built for institutional latency, reliability, and operational expectations.

2.
Investment Banking & Wealth

Portfolio management systems, investor portals, and advisor tooling built to institutional security and reliability standards, and enforced at the architectural level.

3.
Lending & Payments

Underwriting workflows, payment processing, and point-of-sale financing systems designed for high transaction volume, traceability, and regulatory scrutiny.

4.
Private Markets


Secondary trading platforms, fund administration systems, and LP/GP portals supporting private markets workflows, from deal flow through settlement.

5.
AI in Financial Services


Automated underwriting, fraud detection, risk scoring, and document processing. We build AI systems that financial institutions can explain (and defend) to their regulators.

ISO 27001 Certified & GDPR Compliant
All team members undergo background checks
Leadership role in technical due diligence
Work

Selected finance platforms we've built and scaled

Long-term partnerships in finance, delivering institutional-scale platforms and measurable business outcomes.

Capital Markets

Series A → C

Nasdaq Private Market
$80B
in liquidity facilitated for shareholders
We played a key role in building a secondary marketplace for private company shares, including Anthropic, OpenAI, and Stripe. We have partnered with Nasdaq Private Market for more than four years and counting, supporting its growth from its Series A through Series C funding rounds.

Capital Markets

Pre-seed → Series C

Capital Markets Gateway
$40T
AUM on platform
We built the platform from the ground up. Today, it’s relied on by 22 global investment banks and nearly 150 buy-side firms representing $40T in assets under management.
"We grew from a small engineering presence to a full team with OAK'S LAB. They've supported us through different stages of growth and scaling, providing the talent and structure we needed at each phase."
‍
‍
Stamo Hadjilyski, Co-Founder

AI Lending

Pre-seed → Series A

Karus
$2T
underwritten at point-of-sale
We built an AI underwriting platform from concept to enterprise scale, booking $1.7M in loans in the first month post-launch and supporting trillions in underwriting volume.
“They truly dug in to understand our business and revenue model, which helped us find product-market fit and close enterprise customers. Everything we built together was designed to drive revenue.”
‍
Aaron Travis, CEO

Private Credit

Post IPO

Blue Owl Capital
3-month
delivery timeline for AI document intelligence software
We designed and validated an AI-powered document intelligence solution for institutional investment workflows, delivering a production-ready proof of concept in three months.

See all work

★★★★★

Our approach

How we build finance platforms in regulated environments

Long-term partnerships delivering institutional-scale platforms and measurable business outcomes.

1
2
3
4

ISMS Foundation

We establish a living Information Security Management System tailored to your product. A shared operating agreement covering controls, responsibilities, data classification, vendor governance, access policies, and certification requirements.

Architecture & Design

Data isolation, encryption, audit trails, and access controls are embedded from day one. We design for compliance so the system holds up under regulatory and audit scrutiny.

Build & Iterate

We run security testing continuously within every sprint. Automated compliance checks live in the CI/CD pipeline, ensuring each release is audit-ready before it ships.

Monitor & Respond

We ship production systems with real-time monitoring, documented incident response procedures, and living operational documentation. When auditors ask questions, the answers already exist.

Building in finance? Let's talk.

Schedule a call
AI in Finance

Production-grade AI for real financial systems

AI in finance operates under regulatory, financial, and reputational pressure. We design and ship AI-powered products that hold up in real financial environments, integrate cleanly with existing platforms, and deliver measurable business outcomes in regulated environments.

How AI shows up in delivery

By embedding AI into our own workflows, we’ve significantly increased delivery speed over the last year.

In long-term fintech partnerships, that efficiency compounds over time.

1. Credit & Underwriting

Automated document ingestion, risk stratification, and decisioning pipelines that compress underwriting timelines from days to minutes without sacrificing auditability.

2. Investment & market intelligence

When AI is core to the product, we know how to move from experimentation to execution. We’ve shipped intelligent automation to production-grade ML features for companies that can't afford to wait on the perfect internal hire.

3. Personalization & customer experience

Recommendation and decision engines that move products from one-size-fits-all to context-aware at scale.

Technology

The stack behind $40T in AUM

Modern, maintainable technologies chosen for longevity, hiring availability, and ecosystem maturity. No exotic stacks, no vendor lock-in.

Frontend
React.js
Next.js
React Native
Typescript
Backend
Node.js
Typescript
PostgreSQL
Redis
GraphQL
AI & Data
Python
LangChain
RAG pipelines
Vector databases
LLM orchestration
Infrastructure & Security
GCP
AWS
Docker
Kubernetes
CI/CD
ISO 27001
Why this matters

In finance, the stack is a risk decision as much as a technical one. We choose mature, widely supported technologies so your platform stays auditable, straightforward to hire for, and maintainable across the years these systems stay in production.

How we work

Two models,
‍one standard of work

We embed into your team or own a workstream end-to-end. What changes is the model, not the standard of work.

Model 01
·
Autonomous Team

You set direction. We own delivery end-to-end, from architecture to compliant production release.

Best for:‍
net-new fintech products, major platform rebuilds, or AI initiatives where execution quality and auditability matter from day one.

Model 02
·
Embedded Roles

Senior contributors join your product org as full team members, making architectural decisions and shipping from week one.

Best for:
teams scaling regulated products that need experienced engineers who can make sound judgment calls under real constraints.

Let’s talk

Your roadmap is ready. Let’s talk about execution.

When delivery risk meets regulatory pressure, most teams hit a ceiling. If your roadmap is clear but execution is the bottleneck, let’s talk about how to move faster without compromising quality or compliance.