Bridge Financial Technology
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.
- Company typePrivate
- Founded2014
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
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.
Bridge Financial Technology firmographics
Firmographics- 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
Bridge Financial Technology industry classification
Industry- 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
Where Bridge Financial Technology is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bridge Financial Technology business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based enterprise pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels9 records
Bridge Financial Technology product offering
Product offeringCore 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
Companies that use Bridge Financial Technology
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Bridge Financial Technology technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration28 records
AI capability3 records
Feature7 records
Bridge Financial Technology partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core.
- HadriuscoreHadrius 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.
- PonteracoreBridgeFT 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)coreTD 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 SchwabcoreCharles 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 InvestmentscoreFidelity Investments is a key custodian data feed partner supplying portfolio and account data to BridgeFT's aggregation infrastructure for advisor clients.
- Pershing Advisor SolutionscorePershing Advisor Solutions provides custodian data feeds to BridgeFT, enabling aggregation of client accounts managed through Pershing's platform.
- Apex ClearingcoreApex Clearing provides clearing and custody data feeds to BridgeFT's platform, supporting the firm's digital wealth management and fintech partner ecosystem.
- Interactive BrokerscoreInteractive 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.
- PlaidcorePlaid 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.
- TIAAcoreTIAA provides institutional-grade custodian data feeds to BridgeFT, covering retirement and institutional investment accounts managed by advisors.
- Income LabcoreIncome 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 GuidecoreMoney 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 CapitalcoreRight Capital's financial planning platform integrates with BridgeFT's aggregated wealth data, enabling advisors to deliver comprehensive planning using data sourced from multiple custodians.
- SmartRIAcoreSmartRIA's RIA compliance management platform integrates with BridgeFT's aggregation technology to provide compliance-ready reporting and data validation for advisor clients.
- WealthboxcoreWealthbox'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.
- SalesforcecoreSalesforce'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
Bridge Financial Technology competitors and assessment
Company assessmentDirect 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
Bridge Financial Technology social profiles
Digital presenceBridge Financial Technology financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bridge Financial Technology leadership team
Management profileNumber of profiles
Profiles9 records
Bridge Financial Technology funding detail
Funding detailFunding overview
Funding rounds8 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bridge Financial Technology M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bridge Financial Technology
What does Bridge Financial Technology do?
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).
Is Bridge Financial Technology a public or private company?
Bridge Financial Technology is a private company. It is classified as corporate owned and is currently acquired.
When was Bridge Financial Technology founded?
Bridge Financial Technology was founded in 2014. It employs 1 to 10 people.
Where is Bridge Financial Technology based?
Bridge Financial Technology is headquartered in Chicago, United States, in the North America region.
How does Bridge Financial Technology make money?
One revenue line is on record: subscription-Based SaaS.
Who are Bridge Financial Technology's main competitors?
Direct peers on record are Plaid, Envestnet Yodlee, ByAllAccounts (Morningstar), Addepar, Orion Advisor Tech, Black Diamond (Intercontinental Exchange) and FinFolio. Broad incumbents are Morningstar and Tamarac (Envestnet). Advyzon is listed as an emerging player.
Does Bridge Financial Technology have an API?
Yes. WealthTech API is a cloud-native, API-first, multi-custodial data aggregation platform that provides trade-ready, normalized financial data, advanced analytics, and mission-critical applications. The API enables access to multi-custodial heldaway assets, data normalization and enrichment including performance analytics, billing calculators, practice management insights, and more. Perfect for FinTechs, TAMPs, RIAs and RIA Aggregators, Investment Product Distributors, and other Wealth Management Enterprises. Developer documentation is at docs.bridgeft.com/docs.
What industry is Bridge Financial Technology in?
Bridge Financial Technology's product category is WealthTech Infrastructure Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAGACAG, Transaction Analytics & Cash-Flow Insights (risk signals, forecasting). Its NAICS code is 523940 and its SIC code is 6282.