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Point Bridge Capital logo — Linking You to Financial Success

Point Bridge Capital

Linking You to Financial Success

Founded 2013 United States Fort Worth, United States 4 employees

General Information

Company Name Point Bridge Capital
Founded Year 2013
Location United States Fort Worth, United States +1
Employees 4
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About Point Bridge Capital

Point Bridge Capital was founded in 2013 with a focus on providing customized investment management advice across all asset classes to entrepreneurs, family offices, foundations, nonprofit organizations, and high-net-worth individuals. As a fee-only, non-commission SEC-registered investment adviser (RIA), the company upholds a fiduciary duty to act in the best interests of its clients. The services offered by Point Bridge include investment management, independent custody, trust services, and lending. Through its partnership with Dynasty Financial Partners, Point Bridge Capital is able to combine the scale and services of large Wall Street firms with the personalized client service characteristic of a small regional firm. This collaboration enables Point Bridge to offer investment products with lower fees, a greater range of options, including alternative investments through the iCapital Network, and a near-unlimited product offering combined with dedicated, personal service. With its focus on providing tailored investment management solutions and its strategic partnership with Dynasty Financial Partners, Point Bridge Capital stands as a unique player in the financial services industry, combining the best of both worlds for its clients. As the company continues to grow and evolve, its commitment to serving the diverse needs of its clientele remains at the forefront of its operations.

Taxonomy: Investment Management, Wealth Management, Fiduciary Duty, Fee-Only Advisory, Trust Services, Lending, High Net Worth, Alternative Investments, Custody Services, Dynasty Financial Partners, RIA, Financial Planning

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Point Bridge Capital Alternatives & Competitors

Point Bridge Capital vs
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Point Bridge Capital vs
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Point Bridge Capital vs
Regis Capital Partners
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FAQ About Point Bridge Capital

Linking You to Financial Success
Point Bridge Capital was founded in 2013.
Point Bridge Capital is headquartered in Fort Worth, United States.
Point Bridge Capital has approximately 4 employees.
Top alternatives and competitors to Point Bridge Capital include Presidio Capital Management, Creand Wealth Management (Beta Capital), Regis Capital Partners, Virtue Capital Management, Southern Capital Services, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Point Bridge Capital and Presidio Capital Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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