TAPP Engine delivers institutional-grade infrastructure for wealth management, brokerage, cash management, and digital asset access—purpose-built for banks, credit unions, RIAs, broker-dealers, and institutional asset managers. Our solutions empower financial institutions to modernize their investment offerings, drive asset retention, and deliver seamless, scalable experiences to a wide range of clients.

Built by a team of industry veterans with deep expertise across fintech, brokerage operations, and regulatory compliance, TAPP Engine was designed to eliminate the fragmentation and inefficiencies common in legacy systems. We offer flexible, multi-custodian integrations that support a wide array of asset classes—including equities, ETFs, options, and digital assets.

Our infrastructure includes real-time order management, fractional share trading, FIX and API connectivity, automated portfolio workflows, and built-in compliance tools to support both self-directed and advised investing models. For cash management, we enable embedded liquidity solutions, FDIC-insured sweep programs, and treasury tools that help institutions increase deposit retention and generate new fee revenue.

TAPP Engine also enables secure, compliant access to digital asset markets through integrations with qualified custodians and execution partners, allowing financial institutions to offer digital asset exposure without taking on custody risk.

By streamlining complex operations and enabling rapid deployment of modern investment capabilities, TAPP Engine allows financial institutions to meet evolving investor expectations, unlock new growth opportunities, and remain competitive in an increasingly digital financial landscape.

Banking

FinTech

Investment Management

tappengine

This department focuses on designing, developing, and maintaining software solutions to meet organizational needs.

Software Development

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

This department oversees the planning, execution, and maintenance of technical infrastructure and implementation strategies.

Infrastructure Management

This department oversees the management and execution of brokerage services, including trading, clearing, and operational functions in the securities market.

Brokerage Operations

This department focuses on overseeing engineering processes and ensuring quality standards through automation.

Engineering and Quality Assurance

This department focuses on developing educational content and managing customer relationships to ensure client satisfaction and engagement.

People (6)

Jobs (0)

Other teams

Executive Leadership

Infrastructure Management

Brokerage Operations

Engineering and Quality Assurance

Learning and Customer Success