Vantage

“I wanted something that felt like a Bloomberg terminal built for normal people. Every finance app I tried was either too simple or buried in features nobody asked for. Norde understood the brief immediately. Three months after launch, half our users had canceled their financial advisor.”

Priya and her co-founder wanted a net worth tracker that aggregated across bank accounts, investment portfolios, real estate, and crypto -- all in one dashboard that updated automatically and looked like it belonged on a finance professional's desk.

The integration complexity was the challenge. We connected to Plaid for bank and brokerage data, added manual entry for illiquid assets, and built a charting layer that showed net worth over time by category. The design had to match the ambition of the product.

We shipped Vantage in 30 days. Four asset class views, a goals module, a transaction feed, and a web app with a companion iOS app. Every number updated automatically.

The beta launched to 200 users. Within three months, half had canceled their financial advisor subscriptions -- averaging $4,800 a year in fees. Priya is now in conversations with two fintech funds about a seed round.