Zeptos – Development of Fintech platform and Personal Finance app
How Alset helped build a secure, scalable, and user-focused solution for the modern financial user.
About the client
Overview
Client: Zeptos
Location: Zapopan Mexico
Industry: Financial services / Fintech
Team size: 1 – 10 employees
Product: Personal finance Management (PFM) App + Financial marketplace platform
The challenge
How to empower the modern financial user
Zeptos aimed to launch a digital solution that would:
- Allow users to manage all aspects of their personal finances in one place
- Provide advisory tools for taxes, accounting, and investments
- Enable secure banking integrations and data-driven financial decision-making
Key requirements the solution needed to address
- Full compliance with financial industry regulations
- Integration of multiple external data sources via APIs
- A smooth, intuitive, and educational user experience
- A scalable infrastructure for LATAM market expansion
Alset’s solution
Financial marketplace with real-time legal information
- Web-based platform for portfolio tracking and market data visualization
- Integration with APIs reporting on corporate litigation and legal standing
- Investor review modules to build trust and community validation
Personal Finance Management (PFM) app with advisory tools
- Aggregation of multiple bank accounts and 360° financial monitoring
- Budget tracking, savings goals, and asset oversight
- In-app advisory support for tax planning, investments, and retirement
- Tools for credit repair and debt consolidation
Results and value delivered
Increased user engagement and perceived value
- Surge in usage of financial tools by active users
- Comprehensive financial visibility and smarter investment decisions
- Improved satisfaction driven by integrated guidance features
Scalable architecture, ready for LATAM
- Stable .NET-based architecture
- Fully prepared for multi-market deployment across Latin America
- Flexible backend for connecting with new data providers or future services
Client testimonial
5.0 ★★★★★
Alset delivered everything in record time and with exceptional quality. They were proactive, even adding features we hadn’t initially requested. We plan to work with them again because the experience was excellent.
Emmanuel López García, CEO of Zeptos
Key metrics and features
Results at a glance
Delivered in under 3 months
360° financial dashboards for end users
Integrated tax and investment advisory modules
Support for debt restructuring and credit repair
Compliance-first architecture from the start
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