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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

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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.

For FinTechs

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.

For TAMPs

Investment Product Distributors

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

For Product Distributors

RIAs & Wealth Managers

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

For RIAs
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.

Solutions for Developers
API Documentation

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
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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
Full Client Case Studies
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.
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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
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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.
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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.
Read Now
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Your (Other) Favorite Tools, Integrated

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

Partner Ecosystem

Ready Out of the Box

Choose from 25+ native integrations at no additional charge

Customize

Leverage our powerful open API for custom integrations

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Access our network of partners to build the best technology stack

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

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