Case Study: Ziggma Portfolio Manager boosts user engagement and connects $100M in assets with Plaid

By allowing users to share their investment data, Ziggma removes complexity from portfolio management

Ziggma Portfolio Manager needed a way for users to securely connect their investment accounts so the platform could deliver institutional‑grade portfolio analysis and monitoring. To solve this, Ziggma Portfolio Manager integrated Plaid for account connectivity and data access.

By using Plaid, Ziggma Portfolio Manager enabled quick connections to thousands of institutions and saw measurable impact: customers connected more than $100M in account balances in six months, 81% of users who link accounts via Plaid return within a week (3.2x higher than non‑connectors), linked users spend 4.3x more time in the app and link an average of 3.2 accounts — with Plaid’s responsive support helping Ziggma build a stickier, higher‑engagement product.

Ziggma Portfolio Manager

Ulrich Ebensperger

Chief Executive Officer