Case Study: Zest Capital achieves democratized access to structured notes and a modern web & mobile platform with BRITech

Peruvian Fintech, Zest Capital, Leverages Technology to Bring Flexible Investment Strategies to Everyday Investors

Zest Capital is a Peruvian fintech and asset manager with roughly USD $120M AUM and over 4,000 clients that sought to democratize access to structured notes for investors outside the high‑net‑worth segment. To reduce its average investment ticket (around USD $28,000) and differentiate from traditional competitors, Zest turned to BRITech for a flexible portfolio management platform, integrations, a revised website and a new mobile app.

BRITech built an all‑in‑one backend and portfolio management system, integrating Bloomberg, DocuSign and Salesforce via APIs and delivering a revamped website plus iOS/Android app. The BRITech solution centralizes client and portfolio data, automates KYC and reporting (P&L, coupons, taxes), sped up client interactions and internal processes, and produced Peru’s first asset‑management app—helping Zest improve performance, maintain strong NPS and position itself to scale and lower average ticket sizes.

Zest Capital

Eduardo Gálvez

Co-Founder