Crossbridge Financial Group | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Crossbridge Financial Group | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Updated November 18, 2025
Public ProfileLinkedInLinkedIn Profile

We invite you to experience the difference at Crossbridge Financial Group.

Employees8
Revenue$13.4M

Industry & Market

Primary Industry
financial services
Location
Rochester, New York, United States

Funding Information

Annual Revenue
$13,363,000
Publicly traded company

Headcount Distribution

Total Employees
8
Departments
19

By Department

Department Breakdown

Finance
Education
Accounting
Administrative
Arts And Design
Business Development

Keywords & Focus Areas

investment managementb2cindependent financial firmrisk assessmentwealth preservationconsultingservicescomprehensive guidancecollaborative planningprofessional experienceriafiduciary responsibilitymulti-generational planningclient serviceclient-specific investment selectionasset managementprofessional credentialscustomized financial plansfinancial advisorytax planning+10 more
30 total keywords

Overview

We invite you to experience the difference. The approach is built around you, assisting whether you are retired, preparing for retirement, facing a major life change, accumulating for college, or are a business owner implementing a company retirement plan.

Since 1997, truly independent advice and comprehensive financial planning have been provided through personal service and individual attention. Over $1 billion in client assets are proudly overseen. Relationships with clients are valued, and the team works tirelessly to continue earning their trust every day.

Key Metrics

Total Employees
XXXX
Total number of employees
Engineering
XX
Number of employees in the engineering department
Sales Team
$XX
Number of employees in the sales department
Marketing
XX
Number of employees in the marketing department
Founded
XXXX
Year the company was founded
Revenue
$XXX,XXX,XXX
Total revenue of the company
Total Funding
$XXX M
Total funding of the company
Market Cap
$XXX,XXX
Market cap of the company

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Contact

Company
Crossbridge Financial Group
Headquarters
290 Linden Oaks, Suite 320, Rochester, NY 14625, US
Founded
1997
Languages
English
Industry
financial services

Technology Stack

Analytics & Tracking

Not found

Social & Marketing

Not found

Database & Backend

Not found

Cloud & Infrastructure

Amazon AWSCloudFlare Hosting

Productivity

Not found

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