We build tools that power finance companies
At Bold Tech, we use developer tools like Retool to engineer secure, compliant internal systems for the fastest-growing names in financial services like Bilt and Ramp.
Financial services deserve better than manual processes.
Fintech needs are complex, and financial data demands airtight security. Too often, teams rely on error-prone, manual work. We’ve worked with clients like Ramp, Stripe, and Bilt to build apps that help financial companies automate systems securely and evolve faster.
One view across all your financial data
We build complex, bespoke tools that support custom resources such as AWS, GCP, Snowflake, as well as platforms like Plaid, Persona, and Stripe, and can deploy on-prem for maximum control.
Tools that meet strict regulatory standards
We specialize in tools that handle sensitive data with strict compliance controls. From audit logging to end-to-end traceability, we ensure your data stays secure and fully under your control.
Data-driven decision making, at scale
Monitor fraud, verify your customers, and scale complex operations with apps that empower teams to understand data, ensure customer security, and act faster, even as you grow.
Bold Tech was an exceptional resource in helping us implement Retool for our organization’s compensation planning process. Bold Tech was available to troubleshoot and resolve issues at a moment’s notice, which was very comforting during a highly stressful and busy time for our organization.
The Bold Tech team were a pleasure to work with and I sincerely hope I get the opportunity to collaborate with them again in the future!
Stefan and the Bold Tech team help our teams build high quality internal tools, extremely quickly. The tools are highly functional, well-designed, and built with the end-users of support agents and other operators in mind.
They've helped Ramp ship quickly & continuously iterate, all while minimizing operational disruption. It’s a terrific partnership.
Joey has been an absolute pleasure to work with! He’s provided a lasting impact on our organization by building out our Retool portal in a way that allows us to optimize how we track, communicate and launch our clients.
His attention to detail and rapid ability to implement all of our product requests was unmatched. I highly recommend the Bold Tech team for all things related to Retool!!
Custom apps to empower financial teams, without compromizing security.
It’s time to upgrade your manual, spreadsheet-based processes with secure, efficient systems. Here’s how we can help your teams.
Monitor and Stop Fraud.
Create a portal to fight fraud and enable AML compliance with fewer false positives and manual reviews. We will update the interface as your product scales.
Simplify identity verification
Stay compliant with streamlined know your customer (KYC) workflows tailored to your business. We will securely surface internal data and vendor APIs into one view that matches your teams' workflows.
Scale up sensitive operations securely.
We will consolidate sensitive financial operations into safe permission based interfaces to securely handle sensitive data and workflows.
Build a single source of truth for support teams.
Surface account history, transaction data, tickets, and alerts from multiple systems into one single portal. Designed to reduce onboarding time, context switching, and speed up resolution time.
Internal tools with impact.
Customer Stories: Vimeo x Bold Tech
Bold Tech is delighted to call Vimeo one of its valued clients. Here's how we've helped them with their internal tools on Retool.
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Customer Stories: Bilt x Bold Tech four years on
Bilt and the Bold Tech team have been working together since 2021 to build internal admin dashboards and tools for their teams on Retool. Built on a mixture of PostgreSQL, Redis Cache, and other APIs
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Latest from the Bold Tech blog
Find our latest write-ups, guides, and tutorials about Retool and other tools over on tools.dev, the Bold Tech blog.
What is Retool?
What is Retool? What projects is it best for, and what kinds of companies should be using it? This is the ultimate guide.
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