About Us

Powering the Next Generation of Advisors, Enterprises, and FinTechs

Since 2015, BridgeFT has been at the forefront of the wealth management digital transformation. Our software powers some of the top advisory firms nationwide, and our data infrastructure is leveraged by Enterprises and FinTechs alike. And we’re just getting started.

We Knew Legacy Solutions Weren’t Meeting The Needs of Modern Advisors or Enterprises—So We Did Something About It

We believe stakeholders and operators in wealth and asset management shouldn’t have to put up with software and infrastructure built on outdated tech, stale ideas of client service, or interfaces that take years to master.

Why Bridge

Ready to Leave Legacy Technology Behind For Good?

We have dedicated countless hours since our founding to create technology that’s fast, easy to implement & use, and focused on delivering better client outcomes. Whether you’re an independent advisor, enterprise, or fintech, expect unmatched technology and a partner with a relentless focus on innovation.

Our mission is to empower advisors, enterprises, and fintechs to drive better advisor-client experiences and outcomes by delivering automated, intelligent technology.

Better Billing Reporting Insights Data with BridgeFT

Data & automation is at the heart of everything we do. BridgeFT’s flagship software Atlas harnesses our powerful data platform to transform client data into easy-to-use tools and resources available on demand.

Over 1000 advisors and dozens of FinTechs and Enterprises count on BridgeFT to reduce the time and effort it takes to get everything from trade-ready data, to performance reports and proactive client insights.

1,000+ Advisors

Top Enterprises


“BridgeFT’s performance reporting functionality has become more prevalent now than ever before. If the market fluctuates, we can use BridgeFT data to look at the big picture, making client conversations much easier.”

Tim Carpenter, Wealth Management Analyst

Foothills Financial Planning

BridgeFT Values Your Time and Your Clients


Reduction in time spent on reporting


Cost-savings compared to legacy portfolio management solutions


More time to engage with clients

Meet Our Leadership Team

Joe Stensland

Chief Executive Officer

Dave Hagen

Chief Commercial Officer

Alan Illing

CoFounder/Chief Technology Officer

Our Investors

Our Advisors

“I came out of the broker-dealer world with a passion for serving clients and putting their best interest first.
Daren, Sonoma Wealth Advisors
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“People need people who are willing to help them without a hidden agenda.
Jesse B. Rodrigue, Founder of Fortune 45
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“What makes me unique and helps me connect with my clients is my own story of how I grew up and where I came from.”
Leighann Miko, Founder of Equalis
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Join our Team

We’re always looking for gritty, motivated, passionate individuals looking to make an impact in the software and financial technology industries. We believe that building our company around our people and giving them the freedom to pursue creative solutions is the key to our long-term success. If that sounds like your kind of opportunity, get in touch.