Bridgemonte
Curated by SignalVirtual wealth management platform enhancing financial planning for advisors.
Overview
Bridgemonte is a fintech company that focuses on financial planning solutions for individuals. It offers a virtual private wealth management platform designed for independent wealth managers and financial advisors. The platform aggregates financial data, allowing users to create customized financial plans that target objectives such as retirement and wealth accumulation. Notable features include goal setting, budgeting advice, investment strategies, and scenario analysis tools. Bridgemonte's services also include market research, estate planning, and portfolio management, providing a range of tools for financial decision-making. The company aims to enhance the capabilities of wealth managers and advisors in delivering financial services to their clients.
Key facts
- Founded
- 2014
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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