Case Studies

With Bridge, RIAs, wealth managers, FinTechs, and Enterprises harness client data to empower their teams and drive better client outcomes. Read about some of our many success stories below.

ACA Streamlines Billing and Account Management with Atlas/X

American Capital Advisory (ACA) is a privately owned registered investment advisory firm that specializes in providing financial services to individuals, institutions, partnerships, and trusts.

Fortune 1,000 Bank Scales to Acquisition with Data Solutions Powered by Bridge

The client is a Fortune 1,000 bank with a large private wealth arm which manages billions in AUM.