Atlas
Vendor

Albridge

Stonebridge Wealth Management specializes in comprehensive retirement income planning, offering personalized strategies to help clients retire comfortably and manage their wealth effectively.

Sector footprint

One company, every side of the market

WealthThis site
Albridge

Stonebridge Wealth Management specializes in comprehensive retirement income planning, offering personalized strategies to help clients retire comfortably and manage their wealth effectively.

Capability matrix

CapabilityAlbridge
Account Aggregation●
Performance Reporting●
Portfolio Management●

Parent organization

Albridge

Founded

2023

Scale

1 sector presence