Insights

Cross-border Wealth The Pacific Bridge Companies specialize in cross-border and intergenerational financial planning between the U.S. and Asia, presenting opportunities to cross-sell comprehensive wealth management services to high-potential clients with multinational needs.

Advisor Network With a collaboration model that partners with leading financial advisors and a family-like culture (Ohana), there is potential to expand channel partnerships, referral programs, and co-branded offerings to reach more affluent client segments.

Global Footprint Headquartered in California with offices in Honolulu, Tokyo, and Hong Kong, the firm can position itself as a bridge for clients seeking seamless U.S.-Asia financial navigation, enabling regional expansion services and localized solutions.

Tech Enablement Utilizes a modern tech stack (QuickBooks Online, Microsoft 365, Dynamics, Google Cloud, Webflow, Teams, Zoom) that supports scalable operations and potential upsell of enterprise-grade data, analytics, and client experience enhancements for advisory practices.

Mid-market Growth Revenue in the $100M–$250M range and a mid-sized employee base indicate capacity for scalable service offerings, white-label platforms, and targeted marketing to mid-to-high-net-worth clients seeking cross-border planning and international wealth strategies.

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The Pacific Bridge Companies Tech Stack

The Pacific Bridge Companies uses 8 technology products and services including Quickbooks Online, Microsoft 365, Microsoft Dynamics, and more. Explore The Pacific Bridge Companies's tech stack below.

The Pacific Bridge Companies's Email Address Formats

The Pacific Bridge Companies uses at least 3 email formats:
The Pacific Bridge Companies Email FormatsExamplePercentage
FLast@thepacificbridgecompanies.comJDoe@thepacificbridgecompanies.com
92%
Last@thepacificbridgecompanies.comDoe@thepacificbridgecompanies.com
4%
First.Last@thepacificbridgecompanies.comJohn.Doe@thepacificbridgecompanies.com
4%

Frequently Asked Questions

What is The Pacific Bridge Companies's phone number?

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You can contact The Pacific Bridge Companies's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Pacific Bridge Companies's official website and social media links?

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The Pacific Bridge Companies's official website is thepacificbridgecompanies.com and has social profiles on LinkedIn.

How much revenue does The Pacific Bridge Companies generate?

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As of August 2026, The Pacific Bridge Companies's annual revenue is estimated to be $100M - $250M.

What is The Pacific Bridge Companies's NAICS code?

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The Pacific Bridge Companies's NAICS code is 52 - Finance and Insurance.

How many employees does The Pacific Bridge Companies have currently?

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As of August 2026, The Pacific Bridge Companies has approximately 74 employees across 2 continents, including North America and Asia. Key team members include President: S. K., Senior Manager: J. L. and Managing Director - Pacific Bridge Wealth Resources: C. H. Explore The Pacific Bridge Companies's employee directory with LeadIQ.

What industry does The Pacific Bridge Companies belong to?

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The Pacific Bridge Companies operates in the Financial Services industry.

What technology does The Pacific Bridge Companies use?

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The Pacific Bridge Companies's tech stack includes Quickbooks Online, Microsoft 365, Microsoft Dynamics, Google Cloud, Webflow, Microsoft Teams, Vimeo and Zoom.

What is The Pacific Bridge Companies's email format?

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The Pacific Bridge Companies's email format typically follows the pattern of FLast@thepacificbridgecompanies.com. Find more The Pacific Bridge Companies email formats with LeadIQ.

When was The Pacific Bridge Companies founded?

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The Pacific Bridge Companies was founded in 1992.
The Pacific Bridge Companies logo

The Pacific Bridge Companies

Financial ServicesCalifornia, United States51-200 Employees

The Pacific Bridge Companies is a wealth management organization within the financial services sector that supports financial advisors and their clients in navigating cross-border and intergenerational financial planning between the United States and Asia, and beyond. It works with a network of specialists in banking, insurance, investments, tax, and law to provide advisors with planning options that align with clients' needs, values, and aspirations. Drawing on decades of experience with Pacific Rim wealth professionals, the firm develops tailored strategies for individuals, families, and companies. It also collaborates with U.S.-based advisors to help first-generation Asian-Americans and other first-generation families address cross-border realities as they acclimate financially to life in the United States.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    The Pacific Bridge Companies's revenue is estimated to be in the range of $100M - $250M

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