Copyright 2024 - Bridge Financial Technology

Open API-First Marketplace Accelerates Innovation for Wealthtech Applications

About The Webinar

Ready-to-use APIs are transforming the way many developers and their product teams work on wealth management applications. During our upcoming can't-miss session, we will cover the most pressing data and application development challenges facing tech teams and make simple suggestions to modernize data infrastructure to improve your team's workflows.

During the Webinar We'll Cover:

How leveraging a single open API can significantly accelerate app development and innovation
 
How an API-first marketplace of interconnected data and applications offers the building blocks for unique and differentiated digital experiences
 
How wealthtechs and RIAs can access all the historical, real-time, or analytical data they need to manage clients’ wealth with significantly less time and costs incurred

How AI-powered wealth personalization APIs can help you gain access to tax intelligence/rebalancing, portfolio construction, client portfolio proposal generation, and more

1

2

3

Prior to joining BridgeFT, Dave was the Vice President of Digital Strategy and 3rd Party Integration for Goldman Sachs’ Advisor Solutions business where he led Goldman’s RIA custody platform expansion, strategic partnerships and investments, and support for 3rd party integration offerings which included APIs, SSO, Trading, and Data Delivery. Previously, he was the Vice President of Digital Wealth Solutions at Folio Financial, overseeing all aspects of business management, strategy, and execution for Folio’s Digital Wealth and Investment Solutions business and playing an instrumental role in helping Folio sell their RIA custody business to Goldman Sachs in September 2020.

Dave Hagen
Chief Commercial Officer at BridgeFT

Register for the Webinar
Date: Thursday, February 29th
Time: Noon EST
Duration: 45 minutes

Eric Seyfried

VP of Strategy, BridgeFT

As the VP of Strategy, Eric oversees the development of BridgetFT's WealthTech API.  In his role, Eric ensures the WealthTech API is meeting the evolving needs of our clients and expanding core functionalities to support ongoing client growth. Prior to working at BridgeFT, Eric has nearly 20 years experience scaling technology solutions. Notably, Eric spent a significant portion of his career managing the technology at Scivantage.

4

Meet the Panelists

Rachel Carpenter

CEO, Intrinio

As Co-Founder and CEO of Intrinio, Rachel leads her team in an effort to reinvent the financial data supply chain. On the platform users can access fast, accurate, and affordable financial data through a powerful, easy to use API and marketplace. Software developers, financial innovators, analysts, educators, institutions, & startups are building tomorrow's innovations with Intrinio's data.

Raj Sharan

Founder and Head of Investments & Quantitative Analytics, Yayati

Raj is the Founder and Head of Investments & Quantitative Analytics at Yayati LLC as well as a UCLA Anderson Alumni Board Member. Raj has over fifteen years in various leadership roles within the industry, including director-level positions at AssetMark and Aspiriant.