Bridgemark Strategies is a B2B consulting company focused exclusively on the financial services industry. Their mission is to provide expert guidance and facilitate key business transitions for financial advisors, RIAs, and wealth management firms. The company's core services include M&A advisory, succession and continuity planning, and helping advisors transition between firms or models (e.g., from a wirehouse to an independent practice). They leverage their industry experience and network to match buyers with sellers and ensure smooth, successful transactions for their clients.

Founded in

United States