The company was started in 2018 to provide wealth management services such as financial and accounting services, tax services, investment advice, legal or estate planning, and retirement planning. The company officials decided to start their new venture in fintech. During the early years, the company was doing well. But as time passed, the company started facing losses for many reasons. One of the most important reasons for the loss was security and fraud. Being a technology-oriented service, it was facing security issues. Moreover, the service was also not maintaining regulatory compliance. However, the company was not able to retain its customers. The company soon realized that it would need expert advice to overcome these problems. The company officials then reached out to Research Nester to seek help and guidance. The consultants at Research Nester analyzed the problem and suggested some solutions that would help them regain their position in the market.