Sofrono is a specialized fintech consulting firm founded to help digital brokerages, clearing firms, and financial technology companies build better products, streamline operations, and leverage modern technology effectively.
Sofrono is a specialized fintech consulting firm founded to help digital brokerages, clearing firms, and financial technology companies build better products, streamline operations, and leverage modern technology effectively.
Doug Miles brings 20 years of comprehensive experience across digital brokerage, clearing, and payments technology. His career spans leadership roles at some of the industry's most innovative companies, where he has driven product strategy, user experience design, and operational excellence.
Throughout his career, Doug has held senior product and design roles at:
As founder of youtip, the first enterprise digital tipping company, Doug built a platform that was recognized as Phocuswright's Startup of the Year. This experience provided deep insights into mobile product development, consumer payment flows, and building scalable technology from the ground up.
Mobile and web trading interfaces, order management, options trading systems
Clearing workflows, settlement processes, regulatory compliance systems
Roadmap development, competitive analysis, requirements specification
Trading interfaces, onboarding flows, advisor platforms, information architecture
Risk management workflows, operational efficiency, process automation
AI-driven process design, workflow automation, intelligent agent integration
RIA tools, portfolio management, client reporting, advisor workflows
Mobile-first design, iOS/Android strategy, responsive trading experiences
The fintech industry requires consultants who understand both the business complexity and technical nuances of financial services. Doug's 20 years of hands-on experience means he can quickly understand your challenges, propose practical solutions, and help execute them effectively.
Whether you need strategic product guidance, UX/UI expertise for complex financial workflows, or help optimizing operations with modern automation and AI tools, Sofrono brings the depth of experience and practical knowledge to deliver results.