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Modern WealthTech Infrastructure

Leading Financial Institutions and Fintech Innovators trust BridgeFT to Power their Next Generation Digital Experiences through our Cloud-Based, API-First WealthTech Infrastructure for Financial Data, Advanced Analytics, and Mission-Critical Applications

Trusted by Leading Financial Institutions and FinTech Innovators

Who we serve

FinTech Innovators

Build unique digital experiences powered by real-time financial data and insights.

TAMPs/RIA Aggregators

Access a write-once read-many data feed of all major custodians, plus leverage plug-and-play white-labeled capabilities for billing, reporting, and more.

Investment Product Distributors

Create new distribution channels and unlock your firm’s true growth potential.

RIAs & Wealth Managers

Streamline back-office operations with aggregated portfolio management, automated reporting, and simple fee billing.

For Developers

WealthTech API is Built by Developers, For Developers

As the industry’s only completely API-first, multi-custodial software and data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology.

WealthTech API

WealthTech-as-a-service platform offering a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications
Multi-custodial, held away assets, and 3rd party application data aggregation
Data normalization and enrichment including performance analytics, billing calculators, practice management insights, and more
Perfect for FinTechs, TAMPs, RIAs and RIA Aggregators, Investment Product Distributors, and other Wealth Management Enterprises

RIAs

Wealth Managers

Rollups & TAMPs

Testimonials

What our clients say

Mac Bartine CEO, SmartRIA

“Prior to working with BridgeFT, we were managing the data feeds process internally, including direct feeds with Schwab and TD Ameritrade… we wanted to turn to a firm that would expand our custodian access, reduce our resource overhead, and make the overall process easier for our clients.”

SmartRIA Case Study

Brandon Whittington Founder and CEO, ProTrustee

“BridgeFT was the first vendor we looked at that was able to take what other data aggregators are doing, modernize it, and truly take it a step further.”

ProTrustee Case Study

Downloadables

White papers, eBooks, & guides

10 Questions To Ask Your Custodial Data Aggregation Provider

Whether your organization has already opted to work with an external data expert, or you're still weighing the pros and cons of an internal build out, this eBook can help you make an informed decision.

The Future of Wealth Management Technology Is Now: Ready-to-Use APIs offer Greater Control and Accelerate Growth Opportunities

Cues from Booming E-commerce Providers Offer Blueprint for Delivering Hyper-Personalized, Digital Experiences – Without the Heavy-Lifting

An API-First Strategy Fuels the Entrepreneurial Aspirations of FinTechs

Learn how a single API unlocks a world of possibilities with direct access to secure, standardized multi-custodial data and modern application building blocks.

Build vs. Buy: The WealthTech Custodial Aggregation Dilemma

Data can be a double-edged sword. It’s a valuable tool for gaining powerful insights about your business, your clients and their investments, and yet useless and confusing without the proper tools to harness it.

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What's new at BridgeFT?

BridgeFT Recognized as Leading Technology Firm in Global WealthTech100 List

Annual list features the world’s most innovative tech companies transforming the global investment and banking industries. NEWS RELEASE BY BRIDGEFT CHICAGO | April 02, 2025 09:00 AM Eastern Daylight Time BridgeFT,

April 2, 2025

BridgeFT and ShellBlack Partner to Provide Multi-Custodial Data Aggregator Accelerator for Salesforce Financial Services Cloud

This partnership creates a ‘single source of truth’ for client, account, securities, and transactional data—providing a holistic view of clients’ investments to fuel more personalized experiences. NEWS RELEASE BY BRIDGEFT CHICAGO | March 10,

March 10, 2025

[Nasdaq] BridgeFT and ShellBlack Partner to Provide Multi-Custodial Data Aggregator Accelerator for Salesforce Financial Services Cloud

This partnership creates a ‘single source of truth’ for client, account, securities, and transactional data—providing a holistic view of clients’ investments to fuel more personalized experiences. –News Direct– BridgeFT, a

March 10, 2025

Your (Other) Favorite Tools, Integrated

Continue to use the best tools, while being confident that client data will stay in sync across systems.

Ready Out of the Box

Choose from 25+ native integrations at no additional charge

Customize

Leverage our powerful open API for custom integrations

Get Help

Access our network of partners to build the best technology stack

Ready to get started with WealthTech API?

Start Building

Meet with a product specialist to learn more about how WealthTech API can help you achieve your goals.

© Bridge Financial Technology Inc. 2024

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