Case Study: Zoe Financial accelerates advisor-client platform development with BridgeFT WealthTech API

Zoe Financial speeds platform buildout with BridgeFT and frees up 50% of engineering for product innovation

Zoe Financial, a wealth platform connecting clients with vetted financial advisors, needed to accelerate the buildout of its Zoe Wealth Platform. The challenge was to avoid building complex, time-consuming internal data infrastructure for multi-custodial data aggregation, client reporting, and fee billing, which are critical for a modern advisor-client experience. To solve this, they partnered with vendor BridgeFT and leveraged its WealthTech API platform.

BridgeFT’s solution provided normalized, trade-ready data directly from Zoe's custodian and offered an API-first infrastructure for future growth. This allowed Zoe to embed ready-to-go application services for reporting and billing, speeding development. The results included a dramatically accelerated time to market, freed crucial developer resources, and the ability to scale reliably. Advisors and clients reported a unique, next-level platform experience thanks to BridgeFT.

Zoe Financial