[WealthManagement.com] Zoe Financial Selects BridgeFT WealthTech API

Zoe Financial, a find-an-advisor service, announced it had selected BridgeFT’s WealthTech API to power its data connectivity and infrastructure.

BridgeFT is a cloud-native technology provider of core software infrastructure to advisory firms, which launched in 2015. To date, it has been best known for its cloud-based performance reporting and fee billing offering called Atlas. The company has worked with a variety of clients, including RIA firms, financial institutions (including trust firms and others) as well as other fintechs. BridgeFT first launched its WealthTech API in January.

The company’s WealthTech API offers “a single, open API to trade-ready, multi-custodial data, analytics, and applications.”

“WealthTech API removes the need for individual data feeds from a range of custodians and back-office providers,” according to the company.

BY Rob Burgess