FinFlow – AI Wealth Dashboard

A real-time wealth management dashboard aggregating API data from Plaid and Yodlee. We built a custom caching layer to handle 50k concurrent connections.

Next.js • Python • Redis • AWS

FINTECH SAASFULL STACK ENGINEERING12 WEEKS

+ 45% User Retention

$2M Seed Raised

150ms Latency

The Challenge

FinFlow faced a critical bottleneck: their legacy MVP took 12 seconds to load portfolio data because they were querying banking APIs in real-time on every page load. Users were churning due to the lag.

The Solution

We architected a 'Smart Caching Layer' using Redis. We implemented a background worker queue (BullMQ) to fetch banking data asynchronously every 15 minutes, serving the frontend instantly from cache.

</> From The Codebase

The hardest part was data consistency. We implemented an Optimistic UI pattern where user changes reflect instantly locally, while the backend reconciles with the banking ledger in the background via webhooks.

Tech Stack

Next.jsPythonRedisAWS