The infrastructure behind the one layer no one else builds.
A look at how we're building Evolation's Life Planning platform — the decisions, the safeguards, and where we are.
Wealth management has mastered the money. It has barely touched the life.
Every advisory firm can manage a portfolio and build a financial plan. Almost none can help a client name what the money is actually for — their purpose, their values, what matters most.
That's Life Planning. It's the layer clients feel is missing, and the one almost no one has systematized. Evolation is built to own it.
One platform. Every firm kept separate.
They guide the work
Advisors lead each client's Life Planning and see their whole book.
They own their experience
Clients engage with their own values and goals, in their own space.
Walled off from each other
Every firm's world is completely sealed off from every other firm's.
Four layers. Each doing one job.
Information flows down the stack. Each layer is owned by whoever does it best.
The Experience
The advisor & client app — where people work
The Connection
A secure, standard link between the app and the engine
The Engine + AI
Runs the AI, decides who-sees-what, keeps every firm's data separate
The Data Store
Where information lives, sealed off firm-by-firm, with backups
We don't reinvent the plumbing.
Every layer runs on proven, industrial-strength systems the largest platforms already trust — so our energy goes to the one thing no competitor can copy: the methodology.
TypeScript
One language across the whole system, so the pieces fit together and fewer things break.
NestJS
A battle-tested framework for the engine — structured, secure, and easy for a team to build on.
React
The web's most widely used interface framework — what the advisor and client app is built on, in Lovable.
Supabase
Managed Postgres for the data — enterprise-grade storage, security, and automatic backups.
Claude (Anthropic)
A frontier AI to power the experience — swappable, under strict data-protection terms.
AWS
The same trusted cloud the world's largest companies run on.
Designed & built in LovableBuilt to the standard the firms themselves must meet.
No financial data
No account numbers, no Social Security numbers — none of the data that causes real harm if it leaks.
Sealed off by design
One firm can never see another's data. It's the safeguard we test hardest.
The credential firms trust
The independent security certification advisory firms look for when they vet a vendor.
We meet the bar our clients' firms are required to hold their vendors to — no more, no less.
Deliberate choices, built to a standard.
Not a wish list — a set of decisions, made in order, each one narrowing the next.
The thinking is done. Now we pressure-test it.
Next: we put it in front of the people whose judgment we trust — and refine.