• FOUNDING YEAR: 2008
    LOCATION:
    United States
    REGION:
    California
    Last Update:
    13 Sep, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Financial Advisor, Personalized Advisory Matching(Retirement Plans and Wealth Management) BrightScope Rating™ - reviews more than 200 unique data inputs per retirement plan and calculates a single numerical score which defines plan quality at the company level, BrightScope Advisor Pages™ - Comprehensive directory of financial advisors , BrightScope Fund Pages - To deliver a new look at mutual funds and ETFs.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
GAO, Department of Labour USA, Investment Company Institute, AARP, Code For America.
COMMENT
Offers a suite of data analytics software and provides transparency through independent research and analysis.

PEOPLE

NUMBER OF EMPLOYEES:
51-200
INVESTORS:
Steelpoint Capital Partners, Michael Brams

TRACTION

VALUATION / MARKET CAP:
$37.5 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$5.9 Millions
DATE OF LAST FUNDING:
Sep 2012
FUNDING SERIES:
SERIES A
$900 K Closed: May 2008
SERIES B
$2 Millions Closed: Sep 2009
SERIES C
$3 Millions Closed: Sep 2012
LISTED:
NO

LATEST RESEARCH