The Bridge Group
The Bridge Group is a privately-held, Boca Raton-based financial advisory firm affiliated with New York Life Insurance Company, founded in 1963 to provide comprehensive financial, estate, retirement, and wealth management planning to affluent individuals, business owners, executives, and multigenerational families across more than 30 U.S. states.
- Company typePrivate
- Founded1963
- HeadquartersBoca Raton, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What The Bridge Group does
The Bridge Group, Inc. is a privately-held financial advisory firm founded in 1963 by Victor R. Miranda and headquartered at 2500 N. Military Trail, Suite 300, Boca Raton, Florida. Operating as an affiliated agency of New York Life Insurance Company, the firm delivers comprehensive financial planning and wealth management services to affluent individuals, business owners, corporate executives, pre-retirees/retirees, and multigenerational families across more than 30 U.S. states. Its core offerings span estate and legacy planning, multigenerational wealth planning, retirement planning, investment management, income tax strategies, charitable planning, business planning, and risk management/asset protection, with no internally developed technology products.
The firm's go-to-market is relationship-led and referral-driven, supported by memberships in The Nautilus Group (New York Life's elite agent service), MDRT, NAIFA, the Society of Financial Service Professionals, and local estate planning councils. Product distribution and regulatory infrastructure are provided through NYLIFE Securities LLC (FINRA/SIPC) for securities and Eagle Strategies LLC (Registered Investment Adviser) for investment advisory services, while client-facing technology is delivered via third-party platforms including eMoney, American Funds, and Brinker Capital. Revenue is generated through advisory fees and insurance/annuity product commissions under multi-year personalized engagements; pricing is not publicly disclosed.
The Bridge Group employs approximately 11–50 people (roughly 14 listed on the website), led by CEO Michael V. Gisonda (CLU, ChFC, LUTCF; 25+ years in the industry; joined New York Life in 1996) and supported by long-tenured operators such as Director of Operations Linda Heun (40+ years) and multiple MDRT-level producers. The firm carries no disclosed external institutional investment, no pending M&A activity, and no public financials, reflecting its position as a mature, stable, affiliation-driven advisory practice rather than a venture-backed growth company.
The Bridge Group firmographics
Firmographics- Name
- The Bridge Group
- Legal name
- The Bridge Group, Inc.
- Website
- https://thebridgegroup.com
- Company type
- Private
- Founded year
- 1963
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Bridge Group is a privately-held, Boca Raton-based financial advisory firm affiliated with New York Life Insurance Company, founded in 1963 to provide comprehensive financial, estate, retirement, and wealth management planning to affluent individuals, business owners, executives, and multigenerational families across more than 30 U.S. states.
- Ownership category
- akta.pro rank
Where The Bridge Group is headquartered
LocationHeadquarters
- HQ city
- Boca Raton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Bridge Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Services: Comprehensive financial planning and wealth management services including investment management, estate planning, retirement planning, and insurance solutions. Revenue generated through advisory fees and insurance/annuity product commissions through NYLIFE Securities LLC and Eagle Strategies LLC affiliations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based personalized financial advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
The Bridge Group product offering
Product offeringCore offering
The Bridge Group is a Boca Raton, Florida-based financial advisory firm founded in 1963 that delivers personalized, comprehensive financial planning, wealth management, retirement planning, estate planning, investment management, and risk management/asset protection services. The firm serves affluent individuals, business owners, corporate executives, pre-retirees/retirees, and multigenerational families through dedicated advisor relationships, with distribution and regulatory infrastructure provided through its affiliation with New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies LLC.
Product overview
The Bridge Group offers a unified suite of financial planning and wealth management services, not a software product. Their core offerings include Comprehensive Financial Planning, Multigenerational Wealth Planning, Estate & Legacy Planning, Income Tax Strategies, Charitable Planning, Business Planning, Retirement Planning, Investment Management, and Risk Management & Asset Protection. These services are delivered through personal relationships with financial advisors and are accessible via integrated third-party client portals including eMoney, Eagle Strategies/NYLIFE Securities, American Funds, Brinker Capital, and New York Life.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Financial Planning
- Multigenerational Wealth Planning
- Estate & Legacy Planning
- Income Tax Strategies
- Charitable Planning
- Business Planning
- Retirement Planning
- Investment Management
- Risk Management & Asset Protection
Companies that use The Bridge Group
Customer profileSegments5 records
Ideal customer profiles5 records
The Bridge Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
The Bridge Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- New York Life Insurance CompanycoreThe Bridge Group operates as an affiliated agency of New York Life Insurance Company. The firm was founded in partnership with New York Life, with founder Victor Miranda serving the company for over 50 years. Current CEO Michael V. Gisonda also joined New York Life in 1996, continuing the partnership. The affiliation provides access to insurance products, securities services, and investment advisory platforms.
- NYLIFE Securities LLCcoreNYLIFE Securities LLC is a Member FINRA/SIPC, licensed insurance agency, and wholly-owned subsidiary of New York Life Insurance Company. The Bridge Group advisors offer securities products and services through this entity, providing investment management, retirement accounts, and related financial products.
- Eagle Strategies LLCcoreEagle Strategies LLC is a Registered Investment Adviser and wholly-owned subsidiary of New York Life Insurance Company. Several Bridge Group advisors (Michael Gisonda, Robert Spak, C. Scott Rassler, Jules Epstein) are Financial Advisers with Eagle Strategies LLC, offering fiduciary financial planning and investment advisory services.
- The Nautilus GroupcoreThe Nautilus Group is a service of New York Life Insurance Company comprising elite member agents. Michael Gisonda, Robert Spak, and C. Scott Rassler are Member Agents of The Nautilus Group, providing access to advanced planning resources and professional development.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
The Bridge Group competitors and assessment
Company assessmentDirect peers
- Cetera Financial Group: Cetera is a leading independent advisor-focused wealth management platform supporting thousands of financial advisors with brokerage, RIA, and insurance solutions—comparable in providing back-office infrastructure, product access, and compliance support to advisor-led practices.
- Ameriprise Financial: Ameriprise is a directly comparable personal financial advisory firm serving HNW and mass-affluent clients with comprehensive financial planning, wealth management, and retirement solutions. Both firms emphasize credentialed advisors and holistic planning.
- Edward Jones: Edward Jones is one of the largest U.S. retail financial advisory firms operating through a network of branch-based financial advisors serving mass-affluent individuals and families, with a relationship-led model similar to The Bridge Group's.
- MassMutual Financial Group: MassMutual operates a similar insurance company-affiliated financial advisory model, providing financial planning, retirement, and estate solutions through a network of agents and advisors. Comparable in targeting business owners and affluent families with comprehensive planning services.
- LPL Financial: LPL Financial is the largest U.S. independent broker-dealer, supporting thousands of financial advisors with wealth management and advisory infrastructure. Comparable to The Bridge Group as another option advisors might choose over a captive insurance model.
- Commonwealth Financial Network: Commonwealth is a large independent broker-dealer/RIA supporting thousands of financial advisors serving affluent individuals and families with comprehensive planning. Comparable to The Bridge Group in advisor-affiliation model and wealth management focus.
- Northwestern Mutual Wealth Management: Northwestern Mutual operates a captive advisor model similar to The Bridge Group, with financial representatives offering insurance, investment, and comprehensive financial planning. Both firms rely on credentialed advisors (CLU/ChFC), life insurance distribution, and multigenerational planning to serve business owners and HNW families.
Broad incumbents
- New York Life Insurance Company: New York Life is the parent/strategic partner of The Bridge Group and one of the largest U.S. mutual life insurers. Serves a similar affluent and mass-affluent customer base through captive agents and advisory subsidiaries (NYLIFE Securities, Eagle Strategies).
- Raymond James Financial Services: Raymond James operates a wealth management and investment services business supporting financial advisors serving HNW and mass-affluent clients. Comparable in advisor-led distribution model and comprehensive planning emphasis.
- Merrill Lynch Wealth Management: Merrill Wealth Management is one of the largest U.S. wealth managers serving affluent and HNW clients through financial advisors—comparable at the customer and offering level, though operating at significantly larger scale and full-service wirehouse model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
The Bridge Group social profiles
Digital presenceThe Bridge Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Bridge Group leadership team
Management profileNumber of profiles
Profiles12 records
The Bridge Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Bridge Group 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 The Bridge Group
What does The Bridge Group do?
The Bridge Group is a Boca Raton, Florida-based financial advisory firm founded in 1963 that delivers personalized, comprehensive financial planning, wealth management, retirement planning, estate planning, investment management, and risk management/asset protection services. The firm serves affluent individuals, business owners, corporate executives, pre-retirees/retirees, and multigenerational families through dedicated advisor relationships, with distribution and regulatory infrastructure provided through its affiliation with New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies LLC.
Is The Bridge Group a public or private company?
The Bridge Group is a private company. It is classified as management employee owned and is currently operating.
When was The Bridge Group founded?
The Bridge Group was founded in 1963. It employs 11 to 50 people.
Where is The Bridge Group based?
The Bridge Group is headquartered in Boca Raton, United States, in the North America region.
How does The Bridge Group make money?
One revenue line is on record: financial Advisory Services.
Who are The Bridge Group's main competitors?
Direct peers on record are Cetera Financial Group, Ameriprise Financial, Edward Jones, MassMutual Financial Group, LPL Financial, Commonwealth Financial Network and Northwestern Mutual Wealth Management. Broad incumbents are New York Life Insurance Company, Raymond James Financial Services and Merrill Lynch Wealth Management.
Does The Bridge Group have an API?
No public API is recorded for The Bridge Group.