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Asset Camp

Data-driven investing made simple for retail ETF investors

Year

2022

Ongoing

Industry

FinTech

About the project

Asset Camp is a SaaS platform for stock market analysis, built for private investors in index funds and ETFs. It replaced scattered spreadsheets, fragmented data sources, and manual portfolio tracking with a unified web platform for financial analytics and informed decision-making.

Investors can view financial analytics, compare indexes side by side, and visualize complex market data to make confident investment and rebalancing decisions. The platform integrates with multiple data providers, processes data through custom mathematical models, and delivers it through a clean, easy-to-navigate dashboard. What started as a simple comparison tool evolved into a full subscription-based SaaS platform with Stripe-powered monetization, serving private investors across the US.

Product Management
UI/UX design
Development

1,000+

Investors & advisors served

99%

Investable market covered

74

Stock & bond indexes tracked

1,200+

Interactive charts available

Problem

Asset Camp needed to give self-directed investors and financial advisors access to professional-grade market research—without the complexity or six-figure price tag of institutional tools.

Before Asset Camp existed, investors and advisors making index fund and bond decisions faced significant challenges:

  • Fragmented research process.

    Investors had to piece together historical valuations, earnings data, and expected returns from multiple scattered sources, with no single point of reference.
  • Time-consuming manual analysis.

    Searching for historical P/E ratios, long-term averages, and earnings growth trends took hours of web searches that often turned up incomplete or unreliable answers.
  • Inaccessible institutional tools.

    Existing research platforms were either too complicated for self-directed investors or priced well above $10,000/year—out of reach for individuals and small advisory practices.
  • No way to model the future.

    Investors could see historical trends, but had no clear way to project expected returns for stock and bond indexes based on valuations, dividends, and interest rates.

Our process

We partnered with Asset Camp throughout the entire product journey, following our proven Product Ladder model — from shaping the initial concept to building a scalable, revenue-generating SaaS platform.

STEP 01

MVP: validated the product with a focused first version

We started by researching the competitive landscape and identifying what was missing in existing tools. From there, we designed the core experience, built the first version, and launched — putting a working product in front of real users and collecting the feedback needed to move forward with confidence.

STEP 02

Product foundation: turned the MVP into a stable product

Using insights from early users, we refined the experience and expanded the product — added new features, deepened the analytical capabilities, and scaled what started as an MVP into a complete SaaS platform.

STEP 03

Dedicated product team: stable team that owns product delivery

Once the product foundation was established, we continue working as Asset Camp's dedicated product team. We regularly ship new features, improve existing functionality, and maintain the platform to ensure it remain stable, reliable, and ready for future growth.

What we built

01

SaaS platform for investors & advisors

The platform turns decades of market data into clear, actionable insights — breaking down historical stock and bond returns into their underlying drivers, comparing index performance across custom timeframes, and visualizing valuation and earnings trends against historical norms. What once required institutional research tools costing $10,000+ a year is now accessible through a single, intuitive interface built for self-directed investors and financial advisors alike.

02

Backend & infrastructure

The platform's backend integrates with financial data providers and processes that data through custom mathematical models — the calculation engine that powers every chart and comparison investors see. Built on a Spring Boot and PostgreSQL foundation with AWS-based infrastructure (Elastic Beanstalk, RDS, S3), the architecture was designed for predictable, robust scaling as data volume and the user base grow. A Stripe-powered subscription system handles billing with configurable pricing and discount models, supporting the platform's monthly and yearly subscription business.

Results

The platform turned scattered, time-consuming market research into a single, accessible tool for self-directed investors and financial advisors alike.

By replacing manual data-gathering and institutional research tools costing $10,000+ a year with custom data processing and clear visualization, Asset Camp made historical market analysis and index comparison available to a much broader audience. The scalable AWS architecture and data integration pipeline established the foundation for sustained growth: Asset Camp is now trusted by 1,000+ investors and advisors, covering 99% of the investable market across 74 stock and bond indexes through 1,200+ interactive charts. Clear visualization and an intuitive interface turned complex financial data into something investors and advisors could understand and act on with confidence.

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Our approach

Our dedicated team worked across all phases of development, combining strategic thinking with hands-on execution. From shaping the initial product idea to designing the interface and building the engineering foundation, we maintained close collaboration with Asset Camp to ensure alignment on product direction and technical decisions.

Our technology stack was chosen specifically to support Asset Camp's needs for data visualization, reliable calculations, and long-term scalability.

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Need a team that can take ownership, not just deliver tickets?

Need a team that can take ownership, not just deliver tickets?

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