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Projects & case studies

A showcase of the platforms, structuring engagements and marketing initiatives we have conceived, built and delivered.

Case studies

Built with purpose

WADI · DASHBOARDLIVE
$4.2MAUM PIPELINE
38ACTIVE CLIENTS
9MODULES
Al-Farsi HoldingsActive
Khalidi Family OfficePipeline
Medina CapitalOnboarding
Live Software · Wealth

Wadi — Wealth Management CRM

A production-grade client coverage and revenue management platform purpose-built for capital markets, wealth advisory and family offices. Nine integrated modules covering the full client lifecycle — from first contact through onboarding, product booking and internal accounting. White-label ready.

Wadi is where our two primary disciplines meet: the structuring expertise that knows what a coverage team actually needs, and the engineering to build it.

React 18 + ViteSupabasePostgreSQLRow-level securityVercelFamily officeWhite-label
Structuring case study
Coming soon Wealth structuring

Multi-jurisdictional succession

A family holding structure spanning the GCC and Europe, consolidated under a single foundation with a family constitution governing transfer and decision rights. Anonymised details to be published.

FoundationsFamily governanceCross-border
VIGILANTE · WALLET SCREENINGLIVE
42SANCTIONED ADDRESSES
EVMCHAINS SCREENED
OFACSDN SOURCE
0x7f36…be1bSanctioned
0xa7e5…b008Sanctioned
0x2c41…9d7aClear
Live Software · RegTech

Vigilante — On-Chain AML Screening

A wallet screening platform that checks on-chain addresses against sanctions lists before a regulated firm transacts. Built for DFSA-regulated entities in the DIFC, it screens EVM addresses against a curated OFAC SDN crypto list and gives compliance teams a defensible record of what was checked, and when.

The sanctions data is deliberately curated on a quarterly refresh rather than scraped: the US Treasury blocks automated access to the SDN file, so a maintained list is the only reliable way to keep screening accurate.

React + ViteVercel FunctionsOFAC SDNEVM / on-chainDFSA complianceInvite-based access
Consulting case study
Coming soon Management consulting

Strategic transformation

An end-to-end organisational transformation engagement — from strategy design through to execution and performance embedding. Details to be published shortly.

StrategyChange managementUAE market
Marketing case study
Coming soon Digital marketing

Brand launch campaign

A full-funnel digital marketing campaign for a regional brand launch — encompassing SEO, paid media, social strategy and event activation. Details coming soon.

SEOPerformance adsEvents
Spotlight

Why we built Wadi

Existing CRMs weren’t built for the nuance of wealth management. So we built one that was.

Wadi was born from first-hand experience managing complex client relationships in financial services. It covers every function a coverage team needs — from nine-stage onboarding workflows and a live revenue calculation engine, to Kanban pipeline views, interaction logging, and a full internal accounting ledger.

Request a walkthroughof the Wadi platform
Our platforms
2
Platforms in production
100%
Designed & built in-house
Fintech
Domains served
Vercel
Shared cloud platform
Next step

Let’s build something together

Whether it’s a structuring engagement, a software platform or a marketing campaign — we’d love to hear what you’re working on.