Goal-based wealth sites
Get Started for Free, save, invest, and plan with goals, a card, and monthly savings on the homepage.
Finance websites, apps & CRM
Goal apps and banking sites for wealth, neo-banks and invest desks
We build Get Started sites, wallet and invest apps, and sales CRMs for wealth, digital banks, and fund desks, then reply on WhatsApp.
- Finora-style goals, Luma-style Open an account, invest funds, pipeline CRM.
- Free 30-minute briefing. You are not billed from this page.
1/5
Goals & wealth website
Get Started for Free, total balance $1,490, Buy a Home / Europe Trip / Retirement, and a Finora Visa for Alex Carter.
Same day
First WhatsApp reply
30 min
Free briefing
Website · App · CRM
Goals, invest, pipeline
One client
Web, app, and desk together
Clients we serve
Wealth, neo-banks, invest, and any desk that needs Get Started, an app, or a pipeline
Digital banking sites
Open an account. Personal, Business, Cards, Saving, Investing, Learn, and Support on one nav.
Savings & goal apps
Buy a Home, Europe Trip, New Car, progress bars and Create a New Goal on the same phone.
Everyday wallet apps
Pay Bills, Mobile Recharge, Invest, Insurance, then Amazon, Spotify, salary, and rent in Transactions.
Invest & fund apps
Explore, My Investments, Watchlist. Growth, Balanced, and Index funds with a Start Investing CTA.
Card products
A named Visa on the marketing site, tied to the same balance the app shows, not a PNG in a brochure.
Wealth sales CRMs
Leads, contacts, deals, and a sales pipeline from Qualified to Closed Won, not a spreadsheet per RM.
Lead & meeting desks
Website, LinkedIn, Referral, Google Ads on Recent Leads, plus Today's Tasks and Upcoming Meetings.
What we ship
Get Started, Open an account, and a pipeline, one file
1/2
Wealth & banking sites
Goals, cards, and investing on the listing. Admin the desk can update without a developer.
- Get Started / Open an account on the hero
- Personal, Business, Cards, Saving, Investing
- Trust bars the desk can edit
1/2
Money apps
Send, Receive, Pay Bills, and funds on a mid-range Android, tied to the same client as the site.
- One React Native codebase for iOS and Android
- Transactions and goals together
- Invest tab with named funds
Wealth sales CRM
Pipeline from New to Closed Won, with source and next meeting on the same record.
- Leads, deals, and revenue together
- Website, LinkedIn, ads as source
- Today's tasks a manager can read
Google reviews
Finance clients
4.65 reviews
★★★★★★How a first release works
Four steps from brief to launch
01
Discovery
We map how Get Started, Open an account, and your sales desk work today, in a focused briefing call.
02
Design & Goals
Our team designs the goals, cards, and pipeline screens, then locks the scope for your first release.
03
Build & Secure
Development with auth, encrypted secrets, and payment integrations tested at every milestone.
04
Launch & Support
Seamless deployment followed by 45 days of launch support.
We map how Get Started, Open an account, and the sales desk actually work today. Then we ship a first release your team can run without us on speed-dial.
Tech stack
Finance technologies we ship with
Fintech product UI, dashboards, secure APIs, and client desks, security-minded delivery.
Top technologies
Next.jsReact.jsFlutterReact NativeNestJSPostgreSQLRedisStripeAWSAuth0PrismaSentryDockerCloudflare+ and many more
Web & mobile
Next.jsReact.jsFlutterReact NativeTypeScriptCharts / dashboardsTailwind CSS+ and many more
Backend & data
NestJSPostgreSQLRedisPrismaAudit logsQueues+ and many more
Auth & security
Auth0ClerkRBACOWASP basicsEncrypted secrets2FA options+ and many more
Payments
StripeRazorpayWebhooksReconciliation exportsLedger views+ and many more
Cloud
AWSVercelCloudflareDockerCI/CDKubernetes+ and many more
Observability
SentryLoggingUptime checksStaging firstAlert channels+ and many more
Stack is scoped in briefing. We pick what fits your product, not every tool on this page.
Starting prices
Clear USD starting builds
Briefing is free. Nothing is billed from this page. The list on each card is the first release, and many more items we map on the call.
Swipe tabs for more products →
Website
Account + goals
A wealth or neo-bank site that needs Get Started or Open an account.
From$3,490USD
Built to take sign-ups. Briefing is free.
First release typically 4–5 weeks after briefing.
- +Up to 10 pages + products
- +Up to 40 products / plans
- +15 on-page SEO keywords
- +WhatsApp on listing pages
- +Offer and rate admin
- +SSL and launch checklist
- +Staging URL before go-live
- +45-day launch support
- +and many more
Website
Most chosenBanking + search
Desks that take account opens every week and keep products current.
From$7,190USD
Search + sign-up + tracking in one first release.
Site live in about 6–8 weeks after we see your products.
- +Searchable products + eligibility
- +Up to 400 live applications
- +30 on-page SEO keywords
- +WhatsApp and email routing
- +Abandoned-form alerts
- +Listing admin
- +Conversion tracking
- +Two revision rounds
- +Staging URL before go-live
- +45-day launch support
- +and many more
Website
Network
Multi-brand groups or partner networks with roles.
FromCustomUSD
Quoted against brands and volume, after a free briefing.
Roadmap after we see products and roles.
- +Multi-brand accounts and roles
- +Partner modules
- +40+ SEO keywords (quoted)
- +Core / KYC integrations
- +Client and desk dashboards
- +Staging, UAT, and go-live
- +45-day launch support
- +and many more
Finance website, app, and CRM development
Webbaaz builds Get Started and Open an account sites, wallet and invest apps, and wealth sales CRMs for goal-based wealth, neo-banks, and fund desks. Sign-up, goals, and WhatsApp sit on the same client.
Finora goals and Luma Open an account
Get Started for Free with goals and a Visa, or Open an account with Personal, Cards, and Investing, not a brochure homepage.
Apps, CRM, and ads
Transactions, Your Goals, Invest funds, and pipeline to Closed Won belong on the same record as a web lead. Google and Meta only pay if sign-up can convert.
Finora CRM pipeline
1,248 leads, 320 active deals, pipeline to Closed Won, and Upcoming Meetings, website, LinkedIn, and Google Ads on one desk.
Looking at another vertical? See Healthcare, E-commerce, and Education. Or contact Webbaaz for a free WhatsApp briefing.
Frequently asked questions
Answers for Get Started wealth sites, Open an account banking, Invest funds, and the sales pipeline, based on the work on this page.
Finora Get Started
Get Started for Free with $1,490 on the homepage, goals such as Buy a Home / Europe Trip / Retirement, and a named Visa, same balance the app shows.
Luma Open an account
Personal, Business, Cards, Saving, Investing, and Learn in one nav, then Add Money, Send, Scan, and Invest funds (Growth, Balanced, Index).
Wealth sales CRM
1,248 leads, 320 active deals, pipeline to Closed Won, Today's Tasks, and Upcoming Meetings, website, LinkedIn, and Google Ads as source.
Yes for a focused wealth, banking, or invest site, and that figure includes the list on this page. Networks and large catalogues are quoted after a free briefing. Nothing is billed from this page.
Talk to us
How can we help you?
Same-day reply on WhatsApp or email. You are not billed from this page.
