Software Engineering + Brand Identity

Meridian Financial Platform

A wealth management platform built for institutional trust.

ClientMeridian Financial
Year2023
Duration9 months
Team6 engineers, 2 designers
ARC IT SolutionsDashboardPortfolioAnalyticsTransactionsReportsClientsSettingsSOSarah OkonkwoCPO · MeridianOVERVIEWPortfolio DashboardQ4 2024 ▾ExportTOTAL AUM$2.04B+8.3% YTDUNREALISED P&L+$48.2M+2.4%ACTIVE ACCOUNTS340+12 this monthAVG. RETURN14.7%vs 9.2% benchmarkPERFORMANCEAUM 12-Month TrendPortfolioBenchmark$2.1B$2.0B$1.9B$1.8B$1.7B$1.6BOct 2024$2.01B+9.2% YTDJanMarMayJulSepNovALLOCATIONBy Asset Class66%EquitiesEquities66%Fixed Income18%Alternatives10%Cash6%TOP HOLDINGSSECURITYTYPEQUANTITYPRICEVALUEP&LApple Inc.Equity4,200$189.84$797,328+12.4%US T-Bond 4.5%Fixed Inc.500,000$98.20$491,000+1.8%Nvidia Corp.Equity1,100$486.22$534,842+38.7%Vanguard FTSEETF2,800$112.44$314,832-2.1%

$2B+

Assets on Platform

180%

AUM Growth

4 days

Onboarding Time

340

Active Accounts

The Challenge

Meridian was managing client portfolios through a patchwork of spreadsheets and legacy tools. They needed a single platform that could handle $2B+ in assets, provide real-time analytics, satisfy compliance requirements, and look credible enough for their institutional clients.

Services Delivered
  • Software Engineering
  • Brand Identity
  • Product Design
Our Approach

We designed and built a bespoke wealth management platform from the ground up: a React front-end with real-time WebSocket data feeds, a Node.js/PostgreSQL back-end with audit-grade data integrity, and a brand identity that positioned Meridian as a serious institutional player. The platform launched to 40 client accounts and scaled to 340 within the first year.

Outcome

Assets under management grew 180% in 18 months. Client onboarding time dropped from 3 weeks to 4 days. Zero compliance incidents since launch.

TechnologiesReactNode.jsPostgreSQLBrand IdentityWebSocketsAWS
Next Project

Halcyon Health Mobile App

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