Working note
Building Tez Wealth
Oct 14, 2025
Building Tez Wealth
Building Tez Wealth has been a disciplined journey of design, feedback, and iteration. Every week’s build ships with intent — not just features. It has evolved from a prototype into an adaptive financial layer that learns user behavior, simplifies decisions, and offers meaningful insights.
- Cash intelligence for solopreneurs and small business owners — turning statements into strategy.
- Habit automation for individuals who never had a CFO — nudging smarter spending and saving.
- Capital unlocks that blend concierge-level access with self-serve transparency.
Every feature is validated by usage. Every user insight informs the roadmap. If something doesn’t deliver tangible value within two weeks, it’s either reimagined or removed. Our Notion workspace serves as the source of truth — annotated demos, documented assumptions, and timestamped decisions.
The mission isn’t to build a “super app.” It’s to make personal finance feel intuitive — like browsing your favorite creator’s feed, but with numbers that matter.
Next up: launching our Spend Classifier v2, improving transaction intelligence, and rolling out the Financial Standup Email 2.0 — a friendly, AI-powered recap that feels like a coach, not an auditor.