/Product Engineering AI-driven software development

/Wealth Suite Pre-built custom software

/Rooftop Labs Validate and build

Software for the future of wealthtech.

We help established wealth firms and ambitious startup founders build the next generation of wealth products through modern software engineering, product thinking, and AI.

/Selected Projects View all

/why us

about us

Why firms choose Rooftop

/01

We speak wealth too

Years working alongside wealth firms and investment platforms gives us a deep understanding of the business behind the software.

/02

Let’s think in systems

We design software around the entire wealth ecosystem—from advisors and operations to client experience—not isolated features.

/03

An execution advantage

Years of building financial products help us reduce delivery risk, accelerate implementation, and focus on what makes your business different.

/04

Builder mindset

We’re product founders too. We understand the trade-offs, uncertainty and decisions behind building a business, and bring that perspective to every product we build.

/our solutions

Product Engineering

/01

Product Engineering

Software development for wealthtech startups

We partner with ambitious fintech startups to design, build and scale world-class software products, combining product strategy, exceptional engineering, AI and dedicated teams to accelerate growth.

Explore solution
Wealth Suite

/02

Wealth Suite

Pre-built & custom software for wealth management firms.

Start with a proven foundation instead of building from scratch. We customize our modular Wealth Suite to your firm's needs, reducing time-to-market while giving you full ownership of the final solution.

Explore the suite

/ rooftop labs

Building what’s next in wealthtech.

We help founders find market signals in under 30 days and invest up to $50k by becoming their product, design and engineering team.

/what they say about us
“They demonstrated a level of commitment and ownership that is rare, if not impossible, to find in a standard provider.”
MARCELO BARROS /FOUNDER - Amber Latam
Explore Amber