Bridge, a Chicago, IL-based portfolio management software platform provider for RIAs, fiduciary financial advisors, and wealthtech companies, raised a Series A funding of undisclosed amount.
The round was led by Fintop Capital and MissionOG, with participation from existing investor UMB Bank’s corporate venture group.
The company intends to use the new funds to accelerate growth.
Led by CEO and co-founder Rasheed Hammouda, Bridge provides portfolio accounting and management software with an API-driven, automation-centric approach. The company’s Atlas platform provides key functionality to address client billing, invoicing, performance reporting, account aggregation as well as a client portal. It serves advisors and wealthtech companies, with a primary focus on firms serving retail, mass affluent, and high-net-worth clients.