FinLeap is a personal finance management platform that aggregates data from 12+ financial institutions via Plaid, delivering real-time spending insights, investment portfolio tracking, and AI-powered financial recommendations to 180,000 active users managing $2.1B in combined assets.
The Challenge
Financial aggregation at scale is hard. Plaid webhooks arrive asynchronously, bank data formats are inconsistent, and users expect their dashboard to reflect their actual balance — not yesterday’s. Building a platform that feels as responsive as a local app while pulling from a dozen financial institutions in real time required careful architectural thinking.
Our Solution
A React frontend with over 30 D3.js custom visualisation components, backed by a Django REST API with a Celery distributed task queue handling background data synchronisation. PostgreSQL with TimescaleDB extension manages time-series transaction data efficiently. All Plaid data is normalised into a consistent internal schema on ingestion, abstracting the inconsistencies of each financial institution’s data format.
Security & Compliance
FinLeap is SOC 2 Type II certified. The infrastructure was designed from the ground up with security as a first-class concern: all financial data is encrypted at the field level in the database, API access is enforced through short-lived JWT tokens with refresh rotation, and all data access events are written to an immutable audit log.
Results
180K active users, $2.1B in tracked assets, 12+ data source integrations, sub-80ms API response time at P95.
