We build tools that power finance companies
At Bold Tech, we 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.
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.
.png)
.png)
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.
.png)
Five years of building boldly with Retool
To celebrate our five year anniversary on Retool and the launching of the Agency program, we reflect on five years of building on Retool, how much the platform has changed and how far we've come.
.png)
.png)