What is BridgePoint About?

Increasing Confidence.

We bring unique capabilities to your organization, both in the type of experience we have and our detailed knowledge of the challenges facing the financial services industry. Unique to BridgePoint is our seasoned team of experts who represent an average of 20 years of experience managing major components of large services organizations – providing a broad spectrum of expertise in their respective fields.

Our clients find us to be both relevant and effective. Our collective experience working with the top Retirement, Broker-Dealer, and Asset Management firms helps us be both objective and practical in the solutions we recommend.

With associates who collectively have run virtually all value chain functions across financial institutions, insurance companies and healthcare providers, we offer expertise in:

Lines of Business:

  • Advisory Broker-Dealer
  • Institutional and Retail Retirement Services
  • Insurance
  • Asset Management
  • State Retirement Programs

Practice Specialties:

  • Strategic Business Consulting
  • Transformation & Change Management
  • Product Management
  • Marketing & Distribution
  • Client Experience & Relationship Management
  • Research & Benchmarking
  • Operating Model Design & Evolution
  • Process Excellence
  • Regulatory & Compliance
  • State Mandated IRA Program Design & Management