Building a fintech B2B platform from zero to 10K users in 6 months
We designed, built, and secured a financial planning B2B platform that went from concept to roughly 10,000 active users in under six months.
These case studies are representative examples. Client names, figures, and specific details may have been modified or anonymized until signed releases are available.
The challenge
The client had a validated idea for an AI-powered financial planning tool but no technical team. They needed a production-ready platform with bank-grade security, real-time portfolio analysis, and a delightful UX, all on a startup timeline. Their seed funding gave them a 6-month runway to launch and prove product-market fit.
Our approach
We assembled a cross-practice team spanning Build, AI, and Secure. Engineering built the platform on Next.js with a Supabase backend, while the AI team developed a custom financial analysis agent using Claude. Security ran threat modeling from day one and implemented SOC 2 controls in parallel with product development. We shipped weekly, running 3-week sprint cycles with continuous user feedback loops.
The results
The client launched on time, reached roughly 10,000 active users within 6 months, and closed an eight-figure Series A round. The AI agent handles 78% of portfolio queries without human intervention. No reportable security incidents during the engagement period.
Tech stack
“DGTL didn't just build our product, they built it like it was theirs. The AI agent alone saved us 3 full-time hires, and we passed our SOC 2 audit on the first try.”
CEO, Fintech
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