Our Mission: Transforming Wealth Management Relationships
At Bridgewell Advisors, we're dedicated to creating meaningful connections between clients and wealth managers through transparency, trust, and technology.
The Genesis of Bridgewell
Bridgewell Advisors was founded in 2023 by a team of industry veterans who recognized a fundamental disconnect in the wealth management industry: finding the right financial advisor is unnecessarily complex, opaque, and inefficient.
Our founders had witnessed firsthand how the traditional wealth management model often failed both clients and advisors. Clients struggled to find advisors who truly understood their unique needs, while exceptional advisors had difficulty connecting with ideal clients who would benefit most from their specific expertise.
This realization led to a simple but powerful vision: create a platform that leverages technology and behavioral science to facilitate meaningful connections between clients and wealth managers based on compatibility, expertise, and shared values—not just assets under management.
Founded and headquartered in South Dakota, Bridgewell Advisors leverages the state's business-friendly environment and growing financial technology sector to build a platform that serves clients nationwide.
Our Timeline
Bridgewell Advisors founded
Initial concept and team formation
Beta platform launch
First 100 wealth managers onboarded
Full market launch
Platform opens to all clients nationwide
Expansion phase
Growing our network and enhancing our technology
Our Founding Principle
"The right wealth management relationship can transform financial futures. Our mission is to make these transformative connections accessible to everyone, not just the ultra-wealthy."
— Bryce Soli, CEO & Founder