TriBridge Partners
TriBridge Partners is a Columbia, Maryland-based independent benefits broker and financial advisory firm serving employers, executives, and individuals across the Mid-Atlantic with health benefits, retirement, wealth management, and HR technology services, acquired by Marsh McLennan Agency in June 2026.
- Company typePrivate
- Founded2013
- HeadquartersColumbia, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What TriBridge Partners does
TriBridge Partners is an independent benefits broker and financial advisory firm headquartered in Columbia, Maryland, serving employers, executives and business owners, and individuals and families across the Mid-Atlantic region. Founded in 2013 through the strategic merger of three regional brokerage and advisory firms, the firm was employee-owned prior to its June 2026 acquisition by Marsh McLennan Agency. Its core offerings span Health & Employee Benefits consulting (group health, benefit plans, HR support, regulatory affairs, Medicare), Financial Services (retirement plan advisory, executive compensation, estate planning, personal insurance, wealth management), and Technology Services for HR and benefits ecosystems, supplemented by branded modules including HR Sidekick, the Health Care Market Place, and the Archways Plan. The firm runs a four-phase advisory methodology (Discover, Modernize, Optimize, Engage) and maintains relationships with professional associations such as NAHU, MAHU, and NABIP-MD, alongside a UBA Preferred Partner affiliation. Revenue is generated primarily through commissions from insurance carriers for placed coverage, fees on retirement plan advisory, and wealth management fees, with pricing negotiated per engagement. As of June 2026, TriBridge operates as a Marsh McLennan Agency LLC company, with all employees including the four co-founders joining MMA and continuing to operate from the Columbia, Maryland office.
TriBridge Partners firmographics
Firmographics- Name
- TriBridge Partners
- Legal name
- TriBridge Partners, LLC
- Website
- https://tribridgepartners.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Acquired
- Headcount range
- 101–250 employees
- Short description
- TriBridge Partners is a Columbia, Maryland-based independent benefits broker and financial advisory firm serving employers, executives, and individuals across the Mid-Atlantic with health benefits, retirement, wealth management, and HR technology services, acquired by Marsh McLennan Agency in June 2026.
- Ownership category
- akta.pro rank
TriBridge Partners industry classification
Industry- Product category
- Employee Benefits Brokerage
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Employee Benefits Brokerage & Consulting (FSAEADAC)
- akta.pro secondary industries
- Employee Benefit & Retirement Plan Trust Services (FSAAANAC), Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)
Keywords
Where TriBridge Partners is headquartered
LocationHeadquarters
- HQ city
- Columbia
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TriBridge Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Benefits Brokerage Commissions: TriBridge Partners generates revenue through commissions from insurance carriers for placing employee health, benefits, and insurance coverage on behalf of employer clients. The firm also earns fees for retirement plan advisory services and wealth management. Being employee-owned prior to acquisition indicates profit-sharing among employee-partners.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Benefits consulting and brokerage services for employers |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
TriBridge Partners product offering
Product offeringCore offering
TriBridge Partners is an independent benefits broker and retirement/wealth advisor that delivers integrated employee benefits consulting, retirement plan advisory, wealth management, and HR technology services to employers, executives, business owners, and individuals. The firm generates revenue primarily through commissions from insurance carriers for placing group health, benefits, and personal insurance coverage, supplemented by fees for retirement advisory, financial planning, and consulting services.
Product overview
TriBridge Partners is an expert services firm offering an integrated portfolio of employee benefits, financial planning, and HR technology services. The core offerings consist of Health & Employee Benefits consulting (including benefit plans, HR support, regulatory compliance, and Medicare benefits), Financial Services (spanning retirement plans, wealth management, executive compensation, estate planning, and personal insurance), and Technology Services for HR ecosystems. The portfolio also includes specialized modules such as the Health Care Marketplace, Archways Plan, and HR Sidekick. The firm was acquired by Marsh McLennan Agency in 2026.
Differentiator
Problem solved
Functional benefit
Products and services
- Health & Employee Benefits Comprehensive employee benefits consulting including health insurance, benefit plans, HR support, regulatory affairs compliance, and Medicare/senior benefits for employers in the Mid-Atlantic region.
- Financial Services Financial planning and wealth management services including retirement plan services, executive compensation, estate planning, personal insurance coverage, and private client services for executives, business owners, and individuals.
- Technology Services Technology consulting services for HR and benefits technology ecosystems, helping employers select, integrate, and manage HR technology platforms.
- HR Sidekick Technology tool for HR professionals to manage employee benefits administration and compliance, offered as a distinct product to TriBridge clients.
- TriBridge Partners Health Care Market Place Healthcare marketplace platform for employee benefits administration that connects employers and employees with health care options and plan selection tools.
- TriBridge Partners Archways Plan Specialized benefits plan design and administration platform offered as a distinct product to employer clients.
- Business Continuity Planning Services Business continuity and enterprise planning services for employers and business owners.
- Fee-based Comprehensive Financial Planning Fee-based financial planning services for individuals, executives, and business owners covering personal insurance, retirement, estate planning, and wealth management.
- TriBridge Partners Financial Private client and personal financial advisory sub-brand offering personal insurance, retirement, estate planning, and wealth management services to individuals and families.
Companies that use TriBridge Partners
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
TriBridge Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
TriBridge Partners partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- United Benefit Advisors (UBA)coreTriBridge Partners became a United Benefit Advisors Preferred Partner, gaining access to national resources, benchmarking data, and collaborative expertise in employee benefits consulting while contributing regional market knowledge to the network.
- Sterne, Kessler, Goldstein & FoxminorProfessional services firm client and community partner, recognized as CareFirst Healthy Business Gold Level for their employee benefits program.
- The Arc of Howard CountyminorNonprofit partnership for community engagement and volunteering, with TriBridge team hosting ice cream sundae social and crafts activities for individuals with intellectual and developmental disabilities.
- The League for People with DisabilitiesminorCommunity partnership with nearly century-old Baltimore organization serving individuals with physical, cognitive, and developmental disabilities through various programs and services.
- HCAMminorHealthcare Association partner with collaborative relationship for industry insights and professional networking.
- MSBAminorMaryland State Bar Association partnership providing benefits guidance to legal professionals.
- SCOUTminorStrategic partnership for scouting industry connections and professional development resources.
- TSPSminorTrade association partnership for professional networking and industry collaboration.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
TriBridge Partners competitors and assessment
Company assessmentBroad incumbents
- Brown & Brown: National insurance brokerage with a sizable employee benefits division. Comparable in delivering group health, retirement, and personal lines to mid-market and enterprise employers across multiple regions.
- Marsh McLennan Agency: The parent platform of TriBridge following the 2026 acquisition; one of the largest U.S. insurance brokerage platforms with a broad portfolio of risk, benefits, and retirement services. Direct overlap in group health, retirement, and wealth.
- Arthur J. Gallagher: Global insurance brokerage and risk management firm with a strong U.S. benefits and retirement consulting practice; competes with TriBridge in serving mid-market employers with integrated benefit solutions.
- USI Insurance Services: Large national brokerage providing property/casualty, employee benefits, and retirement consulting. Comparable in serving mid-market and enterprise clients with an integrated advisory model.
- Lockton: Largest independent insurance brokerage in the U.S., with a significant employee benefits and retirement consulting practice serving mid-market and large employers.
- Hub International: North American insurance brokerage with a growing employee benefits practice; comparable in mid-market employer benefits, retirement, and personal lines offerings.
Direct peers
- Leavitt Group: Regional/national insurance brokerage and benefits consultancy with a Mid-Atlantic and Western U.S. footprint; comparable in providing integrated group health, retirement, and personal lines to mid-market employers.
- OneDigital: U.S. employee benefits and wealth advisory firm built via roll-up of regional brokers; closely comparable to TriBridge in combining benefits brokerage, retirement plan advisory, and wealth management for mid-market employers.
- NFP (an Aon company): U.S. insurance broker and consultant acquired by Aon, specializing in benefits, retirement, and wealth advisory for mid-market employers; closely comparable in integrated service model and Mid-Atlantic presence.
Regional players
- Conner Strong & Buckelew: Mid-Atlantic-based insurance and risk management brokerage with a strong employee benefits practice; a regional peer with overlapping employer client base in the DMV area.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
TriBridge Partners social profiles
Digital presenceTriBridge Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
TriBridge Partners leadership team
Management profileNumber of profiles
Profiles10 records
TriBridge Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TriBridge Partners 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 TriBridge Partners
What does TriBridge Partners do?
TriBridge Partners is an independent benefits broker and retirement/wealth advisor that delivers integrated employee benefits consulting, retirement plan advisory, wealth management, and HR technology services to employers, executives, business owners, and individuals. The firm generates revenue primarily through commissions from insurance carriers for placing group health, benefits, and personal insurance coverage, supplemented by fees for retirement advisory, financial planning, and consulting services.
Is TriBridge Partners a public or private company?
TriBridge Partners is a private company. It is classified as corporate owned and is currently acquired.
When was TriBridge Partners founded?
TriBridge Partners was founded in 2013. It employs 101 to 250 people.
Where is TriBridge Partners based?
TriBridge Partners is headquartered in Columbia, United States, in the North America region.
How does TriBridge Partners make money?
One revenue line is on record: benefits Brokerage Commissions.
Who are TriBridge Partners's main competitors?
Broad incumbents on record are Brown & Brown, Marsh McLennan Agency, Arthur J. Gallagher, USI Insurance Services, Lockton and Hub International. Direct peers are Leavitt Group, OneDigital and NFP (an Aon company). Conner Strong & Buckelew is listed as a regional player.
Does TriBridge Partners have an API?
No public API is recorded for TriBridge Partners.
What industry is TriBridge Partners in?
TriBridge Partners's product category is Employee Benefits Brokerage. Its primary akta.pro industry code is FSAEADAC, Employee Benefits Brokerage & Consulting, with a secondary code of FSAAANAC, Employee Benefit & Retirement Plan Trust Services. Its NAICS code is 5242 and its SIC code is 6282.