
TezWealth
Smart finance, unified by AI.

About the Project
TezWealth is an AI-powered personal finance platform that gives users a unified view of all their finances — from bank accounts to credit cards and investments. It delivers personalized insights and helps users make smarter decisions with less effort.
We worked with TezWealth from the ground up to architect and build a scalable cross-platform application with robust financial intelligence, intuitive design, and AI-integrated features. Our goal was to transform how users interact with and manage their money.
The result is a modern, secure finance companion that adapts to user behavior and provides real-time, actionable insights, empowering individuals to achieve their financial goals faster.
Solutions
We built TezWealth as a cross-platform solution using a shared codebase (monorepo) that powers both the mobile and web apps, ensuring faster iterations and lower maintenance overhead.
The platform offers real-time data syncing, automatic transaction categorization, goal tracking, and adaptive financial suggestions — all powered by AI.
Security is core: all data is encrypted, and no financial information is shared without user consent. OAuth-based authentication ensures safe login across platforms.
Frequently Asked Questions
With lots of unique questions, We will be answering most of the Frequently Asked Questions here.