Ifeanyi Onubogu
Founder & Full-Stack Engineer · Licensed Financial Professional
Founder, software engineer, and multi-licensed financial professional building technology at the intersection of finance and software. Founder, principal architect, and sole platform engineer of Waltoria Financial Services, an AI-native financial-advisory platform; previously lead architect & engineer of the investment-operations platform for Future Africa, a pan-African venture-capital firm (Jan – Jun 2026). Former Series 7/63/65 securities holder with deep regulatory compliance, financial-planning, and equity-research expertise — leveraging AI and cloud-native engineering to widen access to quality financial services across the United States and emerging markets.
Professional Licenses
Technical Skills
Professional Experience
Founder & Principal Architect
Waltoria Financial Services • Omaha, NE
Executive (Founder) · Technical (sole platform engineer & main architect) · Operational (compliance, security & DevOps)
- •Founded and lead an AI-native financial-advisory platform unifying wealth management, insurance, and CRM — setting product strategy, the activity-first operating model, and the financial-services compliance posture
- •Sole architect and engineer of a Turborepo monorepo: 5 production apps (advisor & client portals, marketing site, real-time dialer, unified API) and 27 shared packages on Next.js 15/16, a Nitro/tRPC API, and a 223-table PostgreSQL/Drizzle schema
- •Built "Ada," a Claude Agent SDK–powered SMS/email outreach agent with TCPA-compliant guardrails, plus durable multi-day workflows (Workflow DevKit) for prospecting, enrichment, and meeting lifecycles
- •Engineered a ~54K-line Python analytics engine (IRS tax calculators, financial-planning factfinder, retirement/wealth modeling, FRED macro analysis) using pandas, numpy, and scikit-learn
- •Integrated Plaid (bank aggregation), Stripe (payments), and Twilio (voice/SMS dialer); designed a 200-point lead-scoring model and Granum-style advisor performance tracking
- •Own deployment and security end-to-end: Vercel + Railway CI/CD, Supabase RLS, Azure Key Vault, and SOPS-encrypted secret management
Lead Architect & Engineer (Platform)
Future Africa • Remote
Technical (lead engineer & main architect) · Operational (led a distributed contributor team)
- •Architected and led engineering of the investment-operations platform for a pan-African venture-capital firm — fund administration, capital calls, NAV, and LP distributions spanning 5 funds, 121 portfolio companies, and 186 investment rounds
- •Designed a Turborepo monorepo (Next.js 15 investor portal + Nitro API, 9 shared packages) over a 36-table PostgreSQL/Drizzle schema, built for multi-developer collaboration from inception
- •Built a custom finite-state-machine framework — 27 machines (KYC/AML, accreditation, capital calls, distributions, NAV) — so every transition is authorized, guarded, and auditable
- •Engineered tokenized-fund settlement on Base L2: 9 Solidity/ERC-3643 security-token contracts (capital-call manager, NAV oracle, Merkle distributions, modular compliance) with viem/wagmi and Coinbase CDP smart-wallet auth
- •Built a Python NAV/analytics pipeline for quarterly net-asset-value processing and on-chain publishing; led a distributed team of contributors (primary author across all subsystems)
ACA Sales Agent
Enhance Health • Omaha, NE
- •Enrolled 900+ lives in ACA marketplace health coverage in a 5-month tenure within a high-volume inbound call environment
Operations Analyst (Software Developer)
Avior Wealth Management • Omaha, NE
- •Designed and deployed a company intranet from scratch plus internal compliance/marketing tooling within an RIA compliance framework
Insurance Advisor
Futurity First Insurance Group • Omaha, NE
- •Delivered comprehensive financial planning tailored to client goals and risk tolerance; researched market trends, competitor offerings, and industry regulations
VP of Advocacy & Community Outreach
Midlands African Chamber • Omaha, NE
- •Led strategic advocacy for the African and African-American business community, building partnerships across government, media, and community organizations
Financial Advisor
Northwestern Mutual • Omaha, NE
- •Earned Series 7, 63, 65 and Life & Health licenses; built a practice through prospecting and needs-based selling
Solar Energy Specialist
ADT Solar • Omaha, NE
- •Generated ~$450,000 in revenue in a 6-month tenure through site assessments and homeowner education across the Midwest
Project Manager
Banwo & Igbokwe Law Firm • Omaha, NE
- •Re-organized the firm's client journey, built its website and automation systems, and launched the "Legal Conversation Show" marketing program driving client acquisition
Founder & CEO
IPHY LLC (Design & Innovation Studio) • Remote
- •Ran a digital software studio building web/mobile products, UI/UX, and automated business processes for small-business clients
Senior Equity Research Analyst
Silicon Valley Aggressive Growth Fund • San Jose, CA
- •Built DCF, DDM, and comparable-company valuation models and macroeconomic outlook analysis to produce concrete purchase recommendations
Leadership
Chair, Board of Directors
Nigerian Students Coalition Conference
"African Millennials - The New Oil"
President
Nigerian Student Association, SJSU
Braven Fellow
Braven Leadership Program
Education
Bachelor of Science in Economics
San Jose State University
2014 – 2018
🌍Why Tech + Finance + Africa?
I believe the future of financial services lies at the intersection of technology, licensed expertise, and emerging markets. My journey from equity research analyst to founder and full-stack engineer — building an AI-native advisory platform, and before that the investment infrastructure for a pan-African venture firm — uniquely positions me to:
Build compliant systems
Understanding regulations from practice, not theory
Design for real workflows
Knowing what advisors and clients actually need
Bridge the gap
Translate between technical and financial teams
Scale access
Bring quality financial services to underserved markets