The executive command centre for a financial firm.
Deposits, withdrawals, LTV, CAC, cohort P&L, dealer performance and marketing ROI — every number that matters, in one live surface.
For CEOs, CFOs, COOs and CMOs at financial firms who currently run the business off ten dashboards and two spreadsheets.
Why firms come to us for this.
Every Monday, someone rebuilds a version of reality from CSVs; it's stale before it lands.
CAC in the marketing dashboard doesn't reconcile with acquisition cost in the ledger.
Nobody can answer 'how is Q1 2024 acquired FTDs performing today?' in under a week.
What we actually build for you.
Every engagement is bespoke — but the underlying architecture follows the same layered pattern. Owned by you, deployed on your infrastructure.
What ships in the box.
Trading revenue, marketing spend, ops cost, cohort profitability — one live number, drilldown to the trade.
Every funnel metric that runs a brokerage, updated continuously.
Real cohort-based LTV/CAC by channel, by campaign, by trader profile.
Per-desk PnL, hedging cost and toxic-flow contribution.
Marketing spend attributed to real revenue events — deposits and mandates, not clicks.
AI-detected shifts in any metric routed to the right executive, before it hits the QBR.
Often built alongside.
Scoping a build for a brokerage, wealth firm or fintech?
We take a small number of new engagements each quarter. Send a two-line brief and we'll respond within 48 hours.