PlanOptica

Filings through .

Bridge Investment Group

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served1Rank #6802 of mapped providers
Assets under administration$50M0.0%Rank #9807 by share of filed assets
Fees received$18,191Median $18,191/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

See full Bridge Investment Group analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets
Bridge Investment Group 401(k) Clients: 1 Plans, $50.3M (2024) - PlanOptica