
A fractional-ownership and portfolio platform
Secure onboarding, role-based access, deal visibility and reporting for high-net-worth investors at Curio.
Financial Services & Wealth
Portfolio, fractional-ownership and trading systems, engineered for latency, access control and audit.

Invest IT is a multi-product trading platform built and operated by Peak a B2B order and execution management system, an AI forecasting and signal engine, and a retail mobile trading app.
Most of our financial services work is for domain founders taking an established practice digital, a wealth manager, an advisory firm, a broking desk. You bring the domain, the licences and the client base. We bring the platform engineering, from architecture and compliance-aware access control through to the mobile app your clients hold. Because we build and operate a trading platform of our own, the hard parts of this domain are ones we run in production ourselves.
Access control is where wealth platforms earn trust. An adviser, an operations desk and a client each see a different view of the same book, and the audit trail records who did what and when. We design that model first, because retrofitting it later is the most expensive change in this domain.
Discover how our engineering and technology capabilities can help advance your organization's goals. Share your requirements below so we can connect you with the right domain specialists.