Teams & Organization

Team structure, roles, and responsibilities across the Wealthy platform

Teams & Organization

This section provides a comprehensive overview of the team structure, organizational hierarchy, and responsibilities across the Wealthy platform.

Team Organization

graph TD
    A[CTO] --> B[Backend Engineers]
    A --> C[Frontend Engineers] 
    A --> D[DevOps Engineers]
    
    B --> E[Full-Stack Engineers<br/>Go + Python + React]
    B --> F[Backend Specialists<br/>Go/Python Focus]
    C --> G[Frontend Specialists<br/>React + Flutter]
    C --> H[Mobile Engineers<br/>Flutter + Native]
    D --> I[DevOps/SRE Engineers<br/>Infrastructure + Backend]
    
    J[Product Team] --> K[Product Managers]
    J --> L[Design Team]
    L --> M[UI/UX Designers]
    
    N[Operations] --> O[Business Operations]
    N --> P[Compliance Team]
    O --> Q[Business Analysts]
    O --> R[Operations Managers]
    P --> S[Compliance Officer]
    
    T[Finance] --> U[Finance Head]
    T --> V[Finance Analysts]
    
    W[Support Team] --> X[Customer Support]
    W --> Y[Partner Support]
    X --> Z[Customer Success Managers]
    Y --> AA[Partner Support Specialists]

The Wealthy platform is organized into cross-functional teams that work collaboratively to deliver a comprehensive financial services platform. Our organizational structure is designed to promote efficiency, clear ownership, and rapid decision-making.

Leadership

CTO - Oversees all technology and engineering functions:

  • Engineering team management and technical strategy
  • Architecture decisions and technology choices
  • Infrastructure and platform reliability
  • Technical hiring and team development

Core Departments

Engineering

The engineering organization is structured around cross-functional teams with overlapping skills:

Full-Stack Engineers

  • Work across the entire stack: Go/Python backends, React frontends, and system integration
  • Handle end-to-end feature development from API to UI
  • Primary contributors to core services like Falcon, Taxy, and Alpha

Backend Specialists

  • Deep expertise in Go and Python for complex business logic and data processing
  • Focus on AI/ML services, analytics pipelines, and performance optimization
  • Lead architecture decisions for scalable microservices

Frontend Specialists

  • Expert-level React and modern frontend technologies
  • Specializing in complex UIs, design systems, and user experience
  • Drive frontend architecture and performance optimization

Mobile Engineers

  • Flutter development with cross-platform expertise
  • Understanding of native iOS/Android when needed
  • Focus on mobile-specific features like biometrics and push notifications

DevOps Engineers

  • Infrastructure management with backend development skills
  • Can contribute to services while managing deployment and monitoring
  • Kubernetes operations, security, and platform reliability

Product Team

  • Product Managers: Feature planning, roadmap management, and stakeholder coordination
  • Design Team: UI/UX design, user research, and design system maintenance

Operations

  • Business Operations: Process optimization, business analysis, and operational efficiency
  • Compliance Team: Regulatory compliance, policy management, and audit support

Finance

  • Finance Team: Financial planning, accounting, and financial analysis
  • Revenue Management: Revenue tracking and financial reporting

Support Team

  • Customer Support: Direct customer support and relationship management for end clients
  • Partner Support: Dedicated support for financial advisor partners and distribution channels

Technical Team Responsibilities

graph LR
    subgraph "Engineering Teams"
        A[Full-Stack Engineers]
        B[Backend Team]
        C[Frontend Team]
        D[Mobile Team]
        E[DevOps Team]
    end
    
    subgraph "Backend Services"
        B --> F[Falcon - Broking Go]
        B --> G[Nova - Custom APIs Go]
        B --> H[Fury - Client Auth Go]
        B --> I[Scout - Search Go]
        B --> J[Broking Feed - Go]
        B --> K[Collector - Payments Go]
        B --> L[Communication - Skynet Go]
        B --> M[Taxy - Mutual Funds Python]
        B --> N[Hydra - Partners Python]
        B --> O[Hagrid - Profiles Python]
        B --> P[Metahouse - Metadata Python]
        B --> Q[Delta - Reporting Python]
        B --> R[KYC Service - Python]
        B --> S[WealthyAI - Python]
    end
    
    subgraph "Frontend Applications"
        A --> T[Alpha - Main Web]
        C --> U[Alchemy - Investment]
        A --> V[Scepter - Partner Portal]
        C --> W[Internal Tools]
    end
    
    subgraph "Mobile Applications"
        D --> X[Hive - Client App]
        D --> Y[Hail - Partner App]
    end
    
    subgraph "Infrastructure"
        E --> Z[Kubernetes - GKE]
        E --> AA[CI/CD - ArgoCD]
        E --> BB[Monitoring Stack]
        E --> CC[Security & Compliance]
        E --> DD[WealthyGateway - API Gateway Go]
    end

Service Ownership

Engineering teams have flexible service ownership with cross-functional collaboration:

Full-Stack Engineers

  • Primary ownership: Core user-facing services + Frontend (Alpha, Scepter)
  • Cross-stack development from backend APIs to React frontends
  • End-to-end feature delivery and integration testing

Backend Team

  • Ownership: All backend services using Go and Python
  • Go services: Falcon, Nova, Fury, Scout, Broking Feed, Collector, Communication/Skynet
  • Python services: Taxy, Hydra, Hagrid, Metahouse, Delta, KYC, WealthyAI
  • Cross-language expertise with technology choice based on service requirements
  • AI/ML pipeline development and data processing systems

DevOps Engineers

  • Infrastructure management with backend development skills
  • Go services: WealthyGateway (API Gateway with rate limiting, geo blocking)
  • Can contribute to backend services while managing deployment and monitoring
  • Kubernetes operations, security, and platform reliability

Frontend Team

  • UI/UX focused applications: Alchemy (Investment interface), Internal tools, Admin dashboards
  • Design system maintenance and advanced frontend architecture
  • Complex user interaction and data visualization components

Mobile Team

  • Mobile applications: Hive (Client app), Hail (Partner app)
  • Cross-platform Flutter development with native integrations
  • Mobile-specific features: biometrics, offline support, push notifications

DevOps Engineers

  • Infrastructure: Kubernetes (GKE), CI/CD pipelines, monitoring stack
  • Security: VPN management, secrets management, compliance tooling
  • Can contribute to backend services while managing their deployment and scaling

Service Ownership by Teams

graph TB
    subgraph "Development Teams"
        GO[Backend Go Team]
        PY[Backend Python Team]  
        RE[Frontend React Team]
        FL[Frontend Flutter Team]
        DO[DevOps Team]
    end
    
    subgraph "Core Services - Go"
        GO --> SV1[Falcon]
        GO --> SV2[Taxy] 
        GO --> SV3[Hydra]
        GO --> SV4[Hagrid]
        GO --> SV5[Metahouse]
        GO --> SV6[Delta]
        GO --> SV7[Collector]
        GO --> SV8[Nova]
    end
    
    subgraph "AI/ML Services - Python"
        PY --> SV9[KYC]
        PY --> SV10[WealthyAI]
        PY --> SV11[Scout]
        PY --> SV12[Analytics]
    end
    
    subgraph "Web Apps - React"
        RE --> APP1[Alpha]
        RE --> APP2[Alchemy]
        RE --> APP3[Scepter]
        RE --> APP4[Tesseract]
        RE --> APP5[Internal Tools]
    end
    
    subgraph "Mobile Apps - Flutter"
        FL --> APP6[Hive Client]
        FL --> APP7[Hail Partner]
    end
    
    subgraph "Infrastructure - DevOps"
        DO --> INF1[Kubernetes]
        DO --> INF2[CI/CD]
        DO --> INF3[Monitoring]
        DO --> INF4[Security]
        DO --> INF5[Databases]
    end

Clear Ownership Model

The Wealthy platform follows a clear service ownership model where each team is responsible for:

  • Development: Feature development and technical decisions
  • Operations: Service reliability, performance, and monitoring
  • Support: Issue resolution and troubleshooting
  • Documentation: Technical documentation and knowledge sharing

This model ensures accountability, reduces coordination overhead, and enables teams to move quickly while maintaining high quality standards.

Team Communication & Collaboration

graph TD
    subgraph "Product & Design"
        PT[Product Team]
        DT[Design Team]
    end
    
    subgraph "Development Teams"
        BT[Backend Team]
        FT[Frontend Team]
        MT[Mobile Team]
        DO[DevOps Team]
    end
    
    subgraph "Business Teams"
        OT[Operations Team]
        ST[Support Team]
        CT[Compliance Team]
    end
    
    PT -->|requirements| BT
    PT -->|requirements| FT
    PT -->|requirements| MT
    DT -->|designs| FT
    DT -->|designs| MT
    
    BT -->|APIs| FT
    BT -->|APIs| MT
    BT -->|deployments| DO
    FT -->|deployments| DO
    MT -->|deployments| DO
    
    OT -->|business requirements| PT
    OT -->|business rules| BT
    ST -->|feature requests| PT
    ST -->|issues| BT
    ST -->|issues| FT
    ST -->|issues| MT
    ST -->|issues| DO
    
    CT -->|compliance requirements| PT
    
    BT -->|feedback| PT
    FT -->|feedback| PT
    MT -->|feedback| PT
    ST -->|insights| PT

Cross-Team Collaboration

Effective collaboration between teams is essential for delivering integrated solutions:

Product → Development

  • Requirements gathering and feature specification
  • User story definition and acceptance criteria
  • Regular sprint planning and review cycles

Design → Frontend & Mobile

  • Design system maintenance and component library
  • User experience research and usability testing
  • Design handoffs and implementation reviews
  • Mobile-specific design patterns and native platform guidelines

Backend → Frontend & Mobile

  • API design and documentation
  • Integration testing and contract validation
  • Performance optimization and monitoring
  • Mobile API optimization and offline sync capabilities

Operations → Product

  • Business requirements and process improvement requests
  • Operational efficiency and workflow optimization needs
  • Market and business intelligence for product decisions

Operations → Development

  • Business rule implementation and validation
  • Process automation and integration requirements
  • Data and reporting system specifications

Support → Product

  • Feature requests from customer and partner feedback
  • User experience insights and improvement suggestions
  • Product enhancement priorities based on support volume

Support → Development

  • Issue escalation and bug reports
  • Technical troubleshooting and system debugging
  • Performance and reliability improvement requests
  • Infrastructure and deployment issues (to DevOps)
  • Mobile-specific issues: app store submissions, device compatibility, push notifications

Compliance → Product

  • All regulatory compliance requirements and feature constraints
  • Policy updates that impact product functionality and infrastructure
  • Audit requirements and documentation needs
  • Security and infrastructure compliance policies (routed to DevOps via Product)

Communication Channels

Teams collaborate through various channels:

  • Slack: Primary internal communication platform for all teams
  • Weekly Team Meetings: Team-specific progress updates and planning
  • Ad-hoc Meetings: Architecture reviews, planning sessions, cross-team collaboration as needed
  • Documentation: Shared knowledge base and technical specifications
  • Issue Tracking: Centralized issue management and resolution
  • Code Reviews: Quality assurance and knowledge sharing

Roles & Responsibilities

Engineering Teams

Backend Developers

  • Microservice architecture design and implementation
  • API development and integration
  • Database design and optimization
  • Security implementation and compliance
  • Performance monitoring and optimization

Frontend Developers

  • User interface development and optimization
  • Cross-browser compatibility and responsive design
  • Integration with backend APIs
  • User experience implementation
  • Performance optimization

DevOps Engineers

  • Infrastructure automation and management
  • CI/CD pipeline development and maintenance
  • Monitoring and alerting setup
  • Security and compliance tooling
  • Incident response and resolution

Product Teams

Product Managers

  • Feature planning and prioritization
  • Stakeholder management and communication
  • Market research and competitive analysis
  • Requirements gathering and documentation
  • Success metrics definition and tracking

Designers

  • User experience research and design
  • User interface design and prototyping
  • Design system development and maintenance
  • Usability testing and optimization
  • Brand consistency and visual design

Operations Teams

Business Operations

  • Process design and optimization
  • Business requirements analysis
  • Workflow automation
  • Performance metrics and reporting
  • Cross-functional project coordination

Finance & Compliance

  • Regulatory compliance monitoring
  • Financial planning and analysis
  • Audit preparation and support
  • Risk management and assessment
  • Policy development and implementation

Support Team

  • Customer issue resolution and support
  • Partner relationship management
  • Feature request collection and analysis
  • Training and documentation
  • Customer and partner satisfaction monitoring

GitHub Organization

Repository Management

  • GitHub Repositories - Complete list of all Wealthy GitHub repositories, organization members, and outside collaborators
  • 140+ repositories across the platform with clear ownership and documentation
  • 30 organization members across all engineering and operational teams
  • 8 outside collaborators for specialized projects and partnerships

Team Growth & Development

Hiring & Onboarding

  • Structured interview processes for technical and cultural fit
  • Developer Onboarding Guide - Complete onboarding process for new developers
  • Comprehensive onboarding programs for new team members
  • Mentorship programs and knowledge transfer
  • Technology-specific training and certification

Professional Development

  • Regular training and conference attendance
  • Internal knowledge sharing and tech talks
  • Cross-team collaboration and learning opportunities
  • Career development planning and growth paths

Team Culture

  • Collaborative and inclusive work environment
  • Continuous learning and improvement mindset
  • Innovation and experimentation encouragement
  • Work-life balance and flexibility

GitHub Repositories

Complete list of all Wealthy GitHub repositories, organization members, and outside collaborators

Last modified November 11, 2025: RCA added for SIP failure (16439aa)