HomeFinancial servicesCase study · P-004

Wealthwise: Web3 platform.

A web app for on-chain finance, built with React, Django, Node.js, Express, PostgreSQL and Web3. Wallet connection, contract calls and transaction state are wrapped in an interface that non-crypto users can operate with confidence.

Selected clients
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The challenge.

  • The product needed to transact on-chain while staying approachable for non-crypto users.
  • Wallets, tokens and contract calls had to be wired safely into a clean interface.
  • On-chain state had to reconcile with an off-chain view users could trust.
  • Gas costs, failed transactions and pending states had to be communicated honestly rather than hidden.

Our approach.

  • Built the interface with React, integrating wallet connection and signing.
  • Wired on-chain interactions through Web3.
  • Reconciled on-chain events with an off-chain read model for fast, readable state.
  • Kept flows guarded so users understand each transaction before signing.
  • Surfaced transaction state honestly — pending, confirmed, failed — with clear recovery paths.

The outcome.

  • Users transact on-chain from an interface that hides the plumbing.
  • On-chain and off-chain state stay reconciled and readable.
  • The contract layer is isolated so it can evolve safely.
  • Users always know the true state of a transaction, including when it fails.

Where AI fits in financial services.

Retrieval over policies, filings and statements, assistants for analysts and operations teams, and document checks that leave an audit trail a regulator can follow.

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Our journey with them has been nothing short of exemplary, far exceeding our initial expectations.
Robert McPhersonManaging Director, RBM Global Ltd

Let's build from here.

Thirty minutes with an engineer who builds. No sales, no drip campaign. If we're the wrong fit we'll tell you and point you somewhere better.

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