Our History

An Award-winning Provider

Since the company's founding in 1999, Albridge Solutions, Inc. (Albridge) has established itself as a leading provider of data management and financial technology solutions for financial services companies. Our award-winning Albridge Wealth Reporting™ solution has received top honors in surveys conducted by leading publications, including Financial Planning and InvestmentNews. Also, Albridge recently won “Outstanding Contribution in Wealth Reporting” at the inaugural WealthManagement.com awards.*

Albridge's History

Building the Future

In July 2010, Albridge was acquired by BNY Mellon from PNC Financial Services Group and became an affiliate of Pershing. Pershing’s leadership in the broker-dealer and advisor markets, combined with our heritage in data management and consolidated performance reporting, enables us to deliver data-driven technology solutions to support all facets of a financial services firm. Albridge is a leading provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets. Our proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more.

About Albridge Analytics

Originally founded as Coates Analytics, our firm officially became a division of Albridge in 2011 and was renamed Albridge Analytics in 2013. Our core focus is providing strategic and tactical guidance to financial services firms in the area of product distribution. Albridge Analytics is a recognized leader in distribution analytics, helping our clients turn information into action. In 2011, our firm was selected by the Money Management Institute to be the supplier of a new industry standard sales and reporting solution.

*Top Performance Reporting Solution, Financial Planning (2010, 2011); Top Advisor Tech Tool, InvestmentNews (2012, 2013, 2014) and Outstanding Contribution in Wealth Reporting (2015), WealthManagement.com.

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