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BridgeFT logoB
Wealth Utilities

BridgeFT

BridgeFT: Unified data connectivity for modern wealth management.

"BridgeFT provides a unified API platform for wealth management firms, enabling seamless data connectivity and workflow automation. It empowers RIAs to aggregate portfolio data, streamline operations, and deliver enhanced client experiences through integrated technology solutions. Firms use BridgeFT to reduce operational overhead and improve data-driven decision-making."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #323 in Wealth Utilities
Validated Adoption
9 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Data aggregation and normalization
Open API architecture
Portfolio accounting integration
Performance reporting
Reconciliation tools

Primary Use Cases

Portfolio accounting and reconciliation
Performance reporting and analysis
Client billing and fee management
Automated rebalancing

Agentic Intelligence Briefing

"BridgeFT centralizes and standardizes wealth data, empowering advisors with comprehensive portfolio insights."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive portfolio management
Modern technology platform
Open architecture and API integrations
Data aggregation capabilities

Adoption Hazards

Pricing transparency is lacking
May require technical expertise to fully leverage API integrations
Relatively newer player compared to established incumbents

Stack Compatibility Profile

How BridgeFT integrates into institutional RIA stacks.

9 Firms Analyzed
Nitrogen Wealth
78%
Stack Correlation
Riskalyze Online
78%
Stack Correlation
Elements Financial Planning
67%
Stack Correlation
Bloomberg Tax (BNA)
67%
Stack Correlation
NDEX
56%
Stack Correlation
BNA
56%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Black Diamond
2Orion Advisor Tech
3Addepar

Value Proposition

"BridgeFT offers a modern, API-first portfolio management solution that empowers RIAs to streamline operations and deliver superior client service through data-driven insights."

Vendor Dossier

BridgeFT logoB
BridgeFT
bridgeft.com
Corporate Portal

Audit Your RIA Stack

See how BridgeFT fits into your overall tech efficiency score.

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