WealthHat Web App

Senior Frontend Engineer

Centralized client portal for financial advisory with real-time asset aggregation, interactive planning tools, and mission-critical financial interfaces.

React

TypeScript

Redux

Jest

Recharts

Css-Modules

The Problem

Financial advisors needed a unified portal to aggregate client assets across classes with low latency and high reliability for planning workflows.

Approach

Architected a modular React + TypeScript client portal with Redux for predictable state, reusable UI primitives, and Jest/RTL coverage on mission-critical flows.

Technical Decisions

→ Redux for cross-module financial state with strict typing
→ Code splitting by advisory module to optimize initial load
→ Automated Jest + RTL suites gating merges on critical paths

Outcomes

✓ Reduced data aggregation latency by 40% across asset classes
✓ Achieved 85% test coverage on core financial interfaces
✓ Improved development velocity by 25% via shared component library
✓ Increased long-term goal tracking engagement by 30%

Deep Dive

WealthHat's advisory teams were operating across fragmented views. I led frontend architecture for a centralized portal that unified dashboards, planning tools, and reporting. The focus was durability: strict TypeScript contracts, reusable components, and test coverage on money-moving UI.