Goodfin AI,
AI-powered wealth concierge for private market investors
Goodfin AI — AI Case Study
An AI-powered financial concierge that delivers personalised wealth insights, analyses financial data and documents with advanced multi-agent AI, and provides access to curated private market investment opportunities.
Three numbers that
tell the story upfront.
Accounts connected at launch
An AI-powered financial concierge that delivers personalised wealth insights, analyses financial data and documents with…
Average savings improvement
An AI-powered financial concierge that delivers personalised wealth insights, analyses financial data and documents with…
User satisfaction score
An AI-powered financial concierge that delivers personalised wealth insights, analyses financial data and documents with…
Before we got here,
here's what wasn't working.
Goodfin AI brings the power of a personal wealth advisor to every investor. Its AI concierge delivers personalised wealth insights by analysing financial data and documents with advanced multi-agent AI. Users gain access to curated private market opportunities, can interact via voice for hands-free financial assistance, and benefit from encrypted, privacy-focused data handling that keeps their finances secure.
We confirmed every challenge with the team before writing a line of production code. The right column lists the pain points we tackled head-on and how we approached each one.
What wasn't working
BEFOREPlaid token refresh and bank connectivity edge cases
Built a resilient background job that monitors token health and proactively re-authenticates before expiry.
Don't over-engineer.
Solve what matters, ship fast.
The instinct on complex projects is to rebuild everything from scratch. We pushed back. A full rewrite often means months of regressions while engineering rebuilds features that were already working.
We mapped the existing workflow against actual usage. The result was clear: a small set of features accounted for the majority of user time. We rebuilt the core, shipped fast, and extended outward.
On the technical side, we made clear decisions early and held them. The right column shows what we chose, and why.
4 decisions we made early
CHOSEN / REJECTEDAI Wealth Concierge — how we built it
Custom AI Wealth Concierge — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Advanced AI Document Analysis — how we built it
Custom Advanced AI Document Analysis — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Private Market Investments — how we built it
Custom Private Market Investments — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Voice Interaction — how we built it
Custom Voice Interaction — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
5 features that
define the product experience.
Every feature was scoped and shipped with the same priorities: speed, reliability, and staying out of the user's way.
AI Wealth Concierge
An AI-powered concierge that delivers personalised wealth insights and financial guidance tailored to each user.
Advanced AI Document Analysis
Uses advanced multi-agent AI to analyse financial data and documents, surfacing actionable insights from complex information.
Private Market Investments
Offers access to curated private market investment opportunities not typically available to individual investors.
Voice Interaction
Supports voice interaction for hands-free financial assistance, making wealth management more accessible.
Privacy-First Security
Ensures strong security with encrypted, privacy-focused data handling to protect sensitive financial information.
What changed,
measured against the day-one baseline.
We benchmark before we touch anything, logging every metric below against its state before we wrote a line of production code.
Want to build
something like this?
We ship fast. Talk to us about your product idea and we'll tell you exactly how we'd approach it.