About Us

Powering the Next Generation of Advisors, Enterprises, and FinTechs

Since 2015, Bridge 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and operators in wealth and asset management shouldn’t have to put up with software and infrastructure built on outdated tech, stale ideas of client service, or interfaces that take years to master.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.

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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 Bridge

Data & automation is at the heart of everything we do. Bridge’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 Bridge 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

Testimonial

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

Tim Carpenter, Wealth Management Analyst

Foothills Financial Planning

Bridge Values Your Time and Your Clients

99%

Reduction in time spent on reporting

50%

Cost-savings compared to legacy portfolio management solutions

60%

More time to engage with clients

Meet Our Team

Rasheed Hammouda

CoFounder/CEO

Alan Illing

CoFounder/CTO

Sanjay Sharma

CoFounder/Chief Product 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 the Team

We’re always looking for motivated and career-minded individuals looking to make an impact in the automated SaaS financial tech space. 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 this sounds like your kind of opportunity, check out our current opportunities.