Kingsbridge
- Company typePrivate
- Founded1984
- HeadquartersBloomfield, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Kingsbridge does
Kingsbridge Financial Group, Inc. is a privately held financial advisory firm founded in 1984 and headquartered in West Caldwell, New Jersey, with a secondary office in Fair Lawn. The firm delivers comprehensive wealth management and financial planning services — including goal planning, investment management, personal risk management (life, disability, long-term care insurance), corporate retirement plan design (401(k), defined contribution and benefit plans), and executive and employee benefits administration — to individuals, families, and business owners. A distinct niche is the "Next Chapter Advice for Women" service targeting divorced, widowed, and single women through major life transitions.
Kingsbridge firmographics
Firmographics- Name
- Kingsbridge
- Legal name
- Kingsbridge Financial Group, Inc.
- Website
- https://kingsbridge.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Kingsbridge industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Family Business & Succession Advisory (FSAAADAL)
Keywords
Where Kingsbridge is headquartered
LocationHeadquarters
- HQ city
- Bloomfield
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Kingsbridge 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: Fee-based or commission-based financial advisory services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Services include investment management, retirement planning, estate planning, insurance, and tax strategies.
- Corporate Retirement Plan Services: Design and management of 401(k), defined contribution, and defined benefit retirement plans for businesses, along with executive and employee benefits administration.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Kingsbridge product offering
Product offeringCore offering
Kingsbridge Financial Group delivers personalized financial advisory and wealth management services to individuals, families, and business owners, including goal planning, retirement and estate planning, investment management, personal risk management (life, disability, long-term care insurance), and corporate retirement plan design. Services are offered through its relationship with Equitable Advisors, LLC, with specialized offerings for divorced, widowed, and single women navigating major life transitions.
Product overview
Kingsbridge Financial Group is a financial advisory firm offering a comprehensive suite of wealth management and financial planning services. The core offerings include Goal Planning (retirement, college, estate, and business succession planning), Investment Management (portfolio design and monitoring), Personal Risk Management (life, disability, and long-term care insurance), Corporate Retirement Plans (401k and defined contribution plans), and Executive & Employee Benefits. The firm supplements its advisory services with educational tools including financial calculators, video content, and articles across financial topics. Specialized services target specific demographics such as the 'Next Chapter' program for women experiencing major life transitions. Services are offered through the firm's relationship with Equitable Advisors, LLC, an SEC-registered investment advisor and FINRA member broker-dealer.
Differentiator
Problem solved
Functional benefit
Products and services
- Goal Planning
Companies that use Kingsbridge
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Kingsbridge technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Kingsbridge partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered minor and core.
- Eric R. Goldberg, Certified Elder Law Attorney (NJ Elder Law Center at Goldberg Law Group)minorGuest host for Kingsbridge Office Hours session on 'When One Parent Needs Care.' Provides expert elder law guidance including powers of attorney, health care proxies, trusts, and long-term care planning.
- Keith Sluka (Kearny Bank)minorGuest host for Kingsbridge Office Hours on mortgages. AVP/Residential Sales Manager at Kearny Bank providing mortgage expertise including preapproval, fixed vs floating rates, and refinancing.
- Jackie Emma (Keller Williams)minorGuest host for Kingsbridge Office Hours on residential real estate. Real estate agent from Keller Williams providing guidance on home offers, improvements, staging, and market strategies.
- Aaron Wise (Medi-Solutions)minorGuest host for Kingsbridge Office Hours on Medicare. Provides expertise on Medicare enrollment, employer insurance, supplement policies, and prescription drug coverage.
- Stephen Friedfeld, PhD (AcceptU)minorGuest host for Kingsbridge Office Hours on college admissions. Former admissions officer at Cornell and Princeton, co-founder of AcceptU college admissions consulting.
- James Frank, J.D., LL.M (Karr Barth Associates)minorGuest host for year-end tax and financial planning session. Director of Financial & Wealth Transfer Planning providing tax planning expertise for positioning well for the tax year.
- Naim D. Bulbulia, Esq. (Hartmann Doherty Rosa Berman & Bulbulia LLP)minorGuest host for estate planning session. Estate attorney and Chair of HDRB&B's Trust & Estate Department providing expertise on wills, trusts, and estate planning.
- Joe Isabella (NJ Lenders Corp.)minorGuest host for Kingsbridge Office Hours on mortgages. Loan officer providing mortgage guidance and expertise.
- Equitable Advisors, LLCcoreSecurities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Kingsbridge Financial Group, Inc. is not owned or operated by Equitable Advisors or Equitable Network.
- Nutley Family Service BureauminorCharitable partnership. Kingsbridge supports this community organization serving families in the Nutley, NJ area.
- Valley Resource CenterminorCharitable partnership. Kingsbridge supports this community resource organization.
- The First TeeminorCharitable partnership. Youth development organization using golf to teach life principles. Kingsbridge supports through the MGA Foundation.
- Jewish Family Service of NJminorCharitable partnership. Kingsbridge supports this social services organization.
- The Valerie FundminorCharitable partnership. Organization supporting children with cancer and related blood disorders. Kingsbridge supports through MGА Golf events.
- Special Olympics NJminorCharitable partnership. Kingsbridge supports Special Olympics programs.
- Ducks UnlimitedminorCharitable partnership. Conservation organization. Kingsbridge supports through golf events.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Kingsbridge competitors and assessment
Company assessmentBroad incumbents
- Ameriprise Financial: Diversified financial services company with a large captive advisor channel offering investment, retirement, and estate planning. Comparable to Kingsbridge in service scope and advisor-led delivery, but operates nationally with thousands of advisors.
- Schwab Wealth Advisory: Charles Schwab's advisory solution providing portfolio management and financial planning for individuals and businesses. Comparable in retirement, investment, and estate services, and represents the fee-compressed competitive pressure on small high-touch advisors like Kingsbridge.
- Edward Jones: National full-service wealth advisory franchise with branch offices across the U.S. Highly comparable in operating model to Kingsbridge — relationship-led advisors serving individuals, families, and business owners with retirement, investment, and estate services — but at vastly greater scale.
- Fidelity Wealth Management: Major brokerage and RIA offering wealth advisory, retirement planning, and corporate plan services. Comparable in service breadth (including Fidelity's wealth advisory matching Kingsbridge's holistic approach), but at vastly larger scale and with a hybrid digital-plus-human model.
- Raymond James Financial Services: Diversified wealth and investment management firm with an advisor channel offering retirement planning, investment management, and corporate retirement plan services. Direct overlap with Kingsbridge in product suite and advisor-led distribution.
- Northwestern Mutual: Insurance-and-wealth hybrid firm offering life insurance, investment advisory, retirement, and estate planning through a captive advisor network. Comparable to Kingsbridge in cross-selling insurance with wealth services, especially in middle-to-upper-income segments.
Direct peers
- Cetera Advisor Networks: Independent broker-dealer and RIA support platform that hosts independent financial advisors offering retirement, investment, and estate planning. Operationally similar to Kingsbridge's Equitable Advisors model and comparable to small-to-mid independent practices.
- Cambridge Investment Research: Independent broker-dealer supporting independent financial advisors in retirement, investment, and insurance services. Directly comparable in business model (independent advisory practice within a BD/RIA platform) and target client (individuals, families, small businesses).
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Kingsbridge social profiles
Digital presenceKingsbridge compliance and trust
Trust signalCompliance3 records
Kingsbridge financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kingsbridge leadership team
Management profileNumber of profiles
Profiles6 records
Kingsbridge funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kingsbridge 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 Kingsbridge
What does Kingsbridge do?
Kingsbridge Financial Group delivers personalized financial advisory and wealth management services to individuals, families, and business owners, including goal planning, retirement and estate planning, investment management, personal risk management (life, disability, long-term care insurance), and corporate retirement plan design. Services are offered through its relationship with Equitable Advisors, LLC, with specialized offerings for divorced, widowed, and single women navigating major life transitions.
Is Kingsbridge a public or private company?
Kingsbridge is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Kingsbridge founded?
Kingsbridge was founded in 1984. It employs 1 to 10 people.
Where is Kingsbridge based?
Kingsbridge is headquartered in Bloomfield, United States, in the North America region.
How does Kingsbridge make money?
Two revenue lines are on record. Financial Advisory Services are the primary driver. The others are corporate Retirement Plan Services.
Who are Kingsbridge's main competitors?
Broad incumbents on record are Ameriprise Financial, Schwab Wealth Advisory, Edward Jones, Fidelity Wealth Management, Raymond James Financial Services and Northwestern Mutual. Direct peers are Cetera Advisor Networks and Cambridge Investment Research.
Does Kingsbridge have an API?
No public API is recorded for Kingsbridge.
What industry is Kingsbridge in?
Kingsbridge's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.