AdvisorBridge operates as a digital matchmaking service designed to simplify the process for individuals seeking financial guidance. The company's mission is to bridge the gap between consumers and qualified financial professionals by using a proprietary system to match clients with advisors who are best suited to their unique financial situation, goals, and preferences. It is important to note that AdvisorBridge itself is not a registered investment advisor (RIA) or broker-dealer; it functions as a neutral third-party platform for connection and introduction.

Founded in

United States