Digital transformation with a wealth of experience

Praxent helps transform investing and wealth firms into digital powerhouses with the experience and expertise to make your technology roadmap a reality.

Get in touch

industry experience

450+

digital transformations delivered

Boutique focus

120+

fintech experts

Time-tested

24

years in business

Reference-ready

96%

clients willing to refer*

Capitalize on your financial institution’s differentiator in the digital age: personal, caring service.

Digital interactions now define customer loyalty. This change demands a shift from systems-focused to customer-centric solutions. With Praxent, access all the expertise you need to deliver market-leading digital customer experiences tailored to investor needs.

Say CAN/DO to innovation

In an industry built on managing risk, Praxent brings certainty to your digital transformation. We’ll partner with you end-to-end. Work with your legacy systems, foster agility, keep pace with the competition, and turn vision into reality again and again.
Together, we’ll land the plan.

Get in touch.

You’ll hear back from us within 2 business hours to discuss your inquiry.

Or tell us about something else.

Uncompromising execution

2.94x

higher project success rate than the industry average*

Only A-Players

0.38%

of candidates make it through our hiring process

Hands-on Experience

10.1

years, the average experience of our team members

What our clients are saying.

Suzanne Werner

VP Operations, Ameritas

They specialize in the financial services industry, so they understood what we were talking about very quickly. I’ve been impressed with how well they can take our ideas and put them into action.

They’re creative, they hear our feedback, and they come up with unique ways to present data and create an experience on the platform. Their project management is exceptional.

They’re very reliable, so I know that I can count on them. It became clear that they were dedicated to delivering a quality product on time and under budget. I’ve never been happier with an outside firm.

Investing and Wealth Solutions

Financial advisor portals

Enhancing advisor engagement with streamlined, intuitive experiences that boost productivity and client interaction.

Investor onboarding

Modernize credit card payments from origination to rewards and corporate expense accounting.

Wealth and investing systems integration

Seamlessly connecting broker-dealer and wealth management platforms for integrated, efficient operations.

Wealth management tools

Strategizing for secure financial futures with comprehensive retirement and wealth management tools.

Self-directed and robo investing applications

Enabling investor autonomy and confidence with intuitive, user-friendly self-investment tools.

Market data analysis tools

Empowering informed investment strategies with advanced, insightful market data analysis tools.

Portfolio management systems

Build, track, and manage their clients’ investment portfolios digitally.

Middle and back-office transformation

Streamlining operations for optimal efficiency, security, and regulatory compliance.

Personalization data strategy and implementation

Utilizing data for hyper-relevant wealth management recommendations and investing strategies.

Audit and business reporting data strategy

Ensuring accuracy and insights for effortless decision-making and compliance.

Fraud technology strategy and deployment

Leveraging the best technology to fortify defenses and maintain customer trust.

Website redesign and development

Building high-converting websites with a focus on user experience and lead generation.

Digital innovation hub

Establishing an agile center of excellence that delivers innovation at the speed of fintech.

CAN→DONE.os – Wealth technology operating model

Align your technology operating model with customer-obsession, bullet-proof processes, and repeatable behaviors.

Outsourced wealth engineers

US or LATAM-based engineers specialized in custodians, broker-dealer platforms, data feeds and visualization, and financial account integrations.

Outsourced program management

Increase technology delivery assurance with our delivery leads, specialized in the nuances of legacy transformation and investing.

Outsourced product designers

UX/UI designers specialized in investing with a specialization on data visualization, streamlined onboarding, and simplifying complex investing terminology.

Looking for something else?

See more solutions in:

Fintech

Lending

Banking

Insurance

Clients who turned their CAN to DONE

Wealth

Retirement savings without the guesswork.

Wealth

Financial advisor portal maximizes profit potential

Investing and Wealth technology consulting capabilities

Digital experience roadmapping

UX/UI design

Software development

Mobile app development

Systems integration

DevSecOps

Cloud solutions

Data strategy

Agile transformation

Outsourced fintech engineers and product designers

Technology operating models

For the full list of our investing capabilities, download our 2025 capabilities brochure or schedule a tailored capabilities demo for you and your team

Partners and Solution Providers

Authentication

BaaS + Bank Core

BankTech

CRM / Helpdesk

Data Intelligence

Doc Management

ERC

Fraud / Identity Verification

Insurance Systems

Lending Systems

Payments

Wealth + Crypto Systems

The CAN/DO difference.

Ed Azimi

COO, Axiom Investors

We clicked better with Praxent. They seemed to understand our needs better than some of the other companies.

Their ability to understand is outstanding. Not only do they understand what we need, but they guide us to things that we may not have reached on our own in terms of layout and functionality. Praxent hears what we ask for, but they interpret that and make suggestions beyond what we want. We didn’t know we needed those things until we were introduced to them by Praxent.