Bridge Financial Technology

What Bridge Financial Technology does

Bridge Financial Technology (BridgeFT) is a Chicago-based, cloud-native wealth infrastructure software company that operates an API-first, multi-custodial data aggregation and analytics platform serving registered investment advisors (RIAs), turnkey asset management platforms (TAMPs), fintech innovators, and investment product distributors. The company's core product, the WealthTech API, aggregates, normalizes, and enriches financial data from 12+ custodians (including TD Ameritrade/Schwab, Charles Schwab, Fidelity, Pershing, Interactive Brokers, TIAA, Apex Clearing, and Plaid for heldaway accounts) into a single, analytics-ready dataset covering portfolio accounting, performance reporting, billing, and heldaway assets. On top of the API, BridgeFT offers Atlas for Advisors, a comprehensive portfolio and practice management application with reporting, billing, client portal, white-labeling, and investment model management, as well as the Atlas Insights Engine, which applies AI-driven analytics to deliver proactive client and practice insights.

The platform is extended through a curated WealthTech API Marketplace and 25+ named integration partnerships spanning financial planning (Money Guide, Right Capital, Income Lab), compliance (SmartRIA, Hadrius, Synergy RIA Compliance), CRM (Wealthbox, Salesforce), portfolio analytics (VRGL, Tolerisk, Stratifi, Blaze Portfolio), and heldaway retirement (Pontera). The company has built a customer base of 1,000+ advisors across enterprise (Dynasty Financial Partners), mid-market (SmartRIA, ProTrustee), and SMB segments (Foothills Financial Planning), with reported year-over-year growth exceeding 100% and tripled platform data processing efficiency.

BridgeFT monetizes via a subscription-based SaaS model with quote-based enterprise pricing tied to AUM, advisor count, data volume, and feature scope, sold through a consultative direct sales motion plus white-label and embedded API distribution to partners. Capital formation has been modest, with roughly $6.5M disclosed across SEC Form D filings between 2021 and 2024, plus an undisclosed strategic minority investment from Dynasty Financial Partners in February 2023. In January 2026, BridgeFT was acquired by iAltA Holdings, transitioning the business from independent operation to a consolidated platform under a holding company parent.

Name

Bridge Financial Technology

Legal name

Bridge Financial Technology Inc.

Website

https://bridgeft.com

Company type

Private

Founded year

2014

Operating status

Acquired

Headcount range

1–10 employees

Short description

Bridge Financial Technology (BridgeFT) is a Chicago-based, API-first wealth infrastructure software company that aggregates, normalizes, and analyzes financial data from 12+ custodians for over 1,000 advisors across RIAs, TAMPs, fintechs, and investment product distributors. The platform is monetized via subscription-based, quote-priced SaaS and was acquired by iAltA Holdings in January 2026.

Ownership category

akta.pro rank

Product category

WealthTech Infrastructure Software

NAICS

Portfolio Management and Investment Advice (523940), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Transaction Analytics & Cash-Flow Insights (risk signals, forecasting) (FSAGACAG), Net Worth & Personal Balance Sheet Tracking (FSAGADAF), Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

Keywords

• Wealth management software
• Multi-custodial data aggregation
• Wealthtech API platform
• Portfolio accounting software
• RIA practice management

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription-Based SaaS: The company operates on a subscription-based recurring revenue model, charging wealth management firms and advisors for access to its WealthTech API platform, data aggregation services, analytics, and reporting capabilities.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Bridge Financial Technology sells a cloud-native, API-first wealth infrastructure platform that aggregates and normalizes financial data across 12+ custodians and heldaway sources, then delivers portfolio accounting, performance reporting, billing, advanced analytics, and white-label applications to RIAs, TAMPs, fintechs, and investment product distributors. Its two flagship commercial offerings are the WealthTech API (for partners and developers) and Atlas for Advisors (an end-to-end portfolio and practice management suite for RIAs).

Product overview

Bridge Financial Technology operates as a wealth infrastructure software company offering a platform-plus-modules architecture. The core offering is the WealthTech API - a cloud-native, API-first platform providing multi-custodial data aggregation, advanced analytics, and mission-critical applications through a single open API. Supporting this is Atlas for Advisors - a comprehensive portfolio management and practice management software that includes data aggregation, automated reconciliation, client reporting, billing automation, client portal, investment models & UMAs, heldaway aggregation, firm analytics & KPIs, user & firm management, manual holdings support, white labeling, institutional performance measurement, and client/account management. Additional components include Financial Data Aggregation, WealthTech Analytics, Application Services, and the WealthTech API Marketplace. The platform is designed to serve RIAs, TAMPs, FinTechs, Investment Product Distributors, and other wealth management enterprises.

Differentiator

Problem solved

Functional benefit

Brands

• WealthTech API: A cloud-native, API-first wealth infrastructure platform offering multi-custodial data aggregation, advanced analytics, and mission-critical applications for financial institutions and fintech innovators.
• Atlas

Products and services

• WealthTech API Cloud-native, API-first wealth infrastructure platform offering a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Supports multi-custodial, heldaway, and 3rd party application data aggregation, with data normalization and enrichment including performance analytics, billing calculators, and practice management insights. Targeted at FinTechs, TAMPs, RIAs, RIA Aggregators, Investment Product Distributors, and other Wealth Management Enterprises.
• Atlas for Advisors All-in-one portfolio management and practice management software for financial advisors. Includes data aggregation, automated reconciliation, client reporting, billing automation, client portal, investment models and UMAs, heldaway aggregation, firm analytics, white-labeling, and the Atlas Insights Engine.
• Financial Data Aggregation Multi-custodial, heldaway assets, and 3rd party application data aggregation service that normalizes and enriches data across multiple custodians and data sources, exposing the unified dataset via the WealthTech API.
• WealthTech Analytics Advanced analytics capabilities providing performance analytics, billing calculators, and practice management insights through the WealthTech API platform, including the Atlas Insights Engine that processes thousands of data points from client accounts.
• Application Services Mission-critical application services and building blocks for wealth management applications, enabling partners and fintechs to assemble unique digital experiences and next-generation wealth management applications on top of BridgeFT's data layer.
• WealthTech API Marketplace Curated marketplace offering direct access to partner solutions that leverage API-first data and application services from BridgeFT, accelerating wealth management application development and maintenance for customers.
• Atlas Insights Engine AI-driven analytics capability within Atlas for Advisors that analyzes thousands of data points from client accounts to surface proactive insights for advisors, helping them anticipate client needs, answer questions before clients call, and identify risk areas.

Quantifiable outcome

• Over 1,000 advisors use the platform
• +3 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration28 records

AI capability3 records

Feature7 records

Partnerships

16 partnerships are on record, tiered core.

• HadriuscoreStrategic or Co-development Partner · 3 September 2025Hadrius and BridgeFT entered into a strategic partnership announced in September 2025. Hadrius provides compliance and workflow automation solutions for RIAs, and the partnership integrates BridgeFT's data aggregation capabilities with Hadrius's compliance platform.
• PonteracoreTechnology or Integration · 26 June 2025BridgeFT and Pontera announced an integration partnership in June 2025. Pontera enables advisors to manage client heldaway retirement accounts, and the integration allows this data to flow through BridgeFT's multi-custodial aggregation platform.
• TD Ameritrade (now Schwab)coreTechnology or IntegrationTD Ameritrade (now part of Charles Schwab following the merger) serves as a primary custodian data feed partner, providing account and portfolio data that BridgeFT aggregates and normalizes for wealth management clients.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab is a major custodian data feed partner providing account and transaction data to BridgeFT's multi-custodial aggregation platform, covering a significant share of advisor-managed assets.
• Fidelity InvestmentscoreTechnology or IntegrationFidelity Investments is a key custodian data feed partner supplying portfolio and account data to BridgeFT's aggregation infrastructure for advisor clients.
• Pershing Advisor SolutionscoreTechnology or IntegrationPershing Advisor Solutions provides custodian data feeds to BridgeFT, enabling aggregation of client accounts managed through Pershing's platform.
• Apex ClearingcoreTechnology or IntegrationApex Clearing provides clearing and custody data feeds to BridgeFT's platform, supporting the firm's digital wealth management and fintech partner ecosystem.
• Interactive BrokerscoreTechnology or IntegrationInteractive Brokers is a custodian data feed partner providing portfolio and transaction data to BridgeFT's aggregation platform for advisors managing international and self-directed accounts.
• PlaidcoreTechnology or IntegrationPlaid provides financial data connectivity infrastructure that BridgeFT leverages as part of its heldaway account aggregation capabilities, enabling advisors to access client financial data beyond traditional custodians.
• TIAAcoreTechnology or IntegrationTIAA provides institutional-grade custodian data feeds to BridgeFT, covering retirement and institutional investment accounts managed by advisors.
• Income LabcoreTechnology or IntegrationIncome Lab provides income planning and analytics that integrate with BridgeFT's aggregated data, enabling advisors to run comprehensive income projections using a unified multi-custodian client view.
• Money GuidecoreTechnology or IntegrationMoney Guide (Money GuidePro) provides financial planning software that integrates with BridgeFT's aggregation API, allowing planners to use normalized, multi-custodian data in their planning models.
• Right CapitalcoreTechnology or IntegrationRight Capital's financial planning platform integrates with BridgeFT's aggregated wealth data, enabling advisors to deliver comprehensive planning using data sourced from multiple custodians.
• SmartRIAcoreTechnology or IntegrationSmartRIA's RIA compliance management platform integrates with BridgeFT's aggregation technology to provide compliance-ready reporting and data validation for advisor clients.
• WealthboxcoreTechnology or IntegrationWealthbox's CRM platform for RIAs integrates with BridgeFT's data aggregation API, enabling advisors to access unified client financial data within their CRM and workflow management tools.
• SalesforcecoreTechnology or IntegrationSalesforce's CRM platform integrates with BridgeFT's aggregation API, enabling wealth management firms to incorporate multi-custodian client financial data into their Salesforce-based workflows and client management processes.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Plaid: Plaid is a financial data connectivity platform that aggregates bank, brokerage, and heldaway account data. It directly competes with BridgeFT in heldaway aggregation and is increasingly expanding into wealth and investment account connectivity, overlapping with BridgeFT's Plaid-based integration.
• Envestnet Yodlee: Envestnet Yodlee provides data aggregation and analytics to financial institutions, advisors, and fintechs. It is one of the largest multi-source data aggregation platforms serving wealth management and competes directly with BridgeFT's multi-custodial aggregation offering.
• ByAllAccounts (Morningstar): ByAllAccounts, a Morningstar company, is a leading multi-custodial data aggregation service for advisors. It is one of BridgeFT's closest direct competitors in normalizing custodian data feeds for RIA and TAMP workflows.
• Addepar: Addepar is a portfolio management and analytics platform built for wealth managers, family offices, and advisors. It overlaps with BridgeFT's Atlas product in portfolio reporting, performance measurement, and analytics for multi-custodian wealth management.
• Orion Advisor Tech: Orion Advisor Tech provides portfolio accounting, performance reporting, and data aggregation for RIAs and wealth managers. It competes with BridgeFT across both aggregation infrastructure and downstream portfolio management workflows.
• Black Diamond (Intercontinental Exchange): Black Diamond is a portfolio management and reporting platform for RIAs and family offices. It competes with BridgeFT's Atlas offering in practice management, reporting, and multi-custodian aggregation for wealth managers.
• FinFolio: FinFolio offers portfolio accounting, reporting, and rebalancing software for RIAs and wealth managers. It overlaps with BridgeFT's Atlas product in serving advisor back-office and reporting needs.

Broad incumbents

• Morningstar: Morningstar is a large incumbent investment data and analytics provider with ByAllAccounts aggregation, performance reporting, and advisor-facing tools. Its breadth and incumbent position across wealth management make it a broad competitor to BridgeFT's analytics and aggregation offering.
• Tamarac (Envestnet): Tamarac is Envestnet's portfolio management and reporting platform for RIAs, offering CRM, reporting, and rebalancing. As part of the larger Envestnet ecosystem, it competes with BridgeFT's Atlas across the advisor back-office stack.

Emerging players

• Advyzon: Advyzon provides portfolio management, CRM, and reporting tools for RIAs. It targets the same mid-market RIA segment as BridgeFT, with overlapping but not identical multi-custodian aggregation and reporting capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/bridge_ft
• Facebookfacebook.com/bridgeft
• LinkedInlinkedin.com/company/bridge-financial-technology

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds8 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bridge Financial Technology