Grades describe a company’s AI use, not the quality of its services.
Westport, CTFinancial advisorsPublicly using AI since 2026

Coastal Bridge Advisors

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How they use AI

Uses an AI meeting assistant to capture client meetings, saving an estimated 786 hours across more than 1,000 meetings.

Vendor-reportedEvidence reviewed
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Why this grade

Grade updated

This business has access to industry-standard AI tools, uses AI in important financial planning and investment work and has shared real-world results.

AI-use signals

Has access to industry-standard AI tools

Uses AI in important financial planning and investment work

Has shared real-world results

Useful questions to ask

Before you hire

Public information does not yet cover these parts of how this business uses AI. Ask them directly.

  1. How many of your staff use AI, and how are they trained?
  2. Is AI connected to your systems and records, or used on its own?
  3. How do people review AI output and protect client financial information?

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Subject: Question about how Coastal Bridge Advisors uses AI

Hi Coastal Bridge Advisors team,

I'm considering working with your business and would like to understand how you use AI.

1. How many of your staff use AI, and how are they trained?
2. Is AI connected to your systems and records, or used on its own?
3. How do people review AI output and protect client financial information?

Thank you.

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This grade is about how the business uses AI. It is not a grade for the quality of its work or any one employee.