Overview

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Total Equity Funding
$5.9M in 3 Rounds from 2 Investors
Most Recent Funding
$3M Series C on September 12, 2012
Headquarters:
San Diego, CA
Description:
BrightScope is a financial information company providing services for retirement planning and wealth management through web-based software.
Founders:
, ,
Categories:
Finance
Website:
http://www.brightscope.com
Social:

Company Details

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Founded:
February 1, 2008
Employees:
51 - 100 | 10 in Crunchbase

BrightScope®, Inc. is a financial information company that brings transparency to opaque markets. Delivered through web-based software, BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors. BrightScope primarily operates in two major segments: Retirement Plans and Wealth Management.

Retirement Plans: BrightScope® is the leading independent provider of retirement plan ratings and investment analytics to participants, plan sponsors, asset managers, and advisors in all 50 states. The company maintains a comprehensive database of information on the retirement plan market and adds additional value and insight by quantitatively rating 401k and 403b plans across critical metrics. The BrightScope Rating developed in partnership with leading independent 401k fiduciaries, reviews more than 200 unique data inputs per plan and calculates a single numerical score which defines 401k and 403b plan quality at the company level. BrightScope also publishes distribution rankings for funds in the retirement marketplace, giving asset managers better visibility into how they stack up to others. The company markets a suite of data analytics software products to Fortune 1000 companies, asset managers, broker-dealers, financial advisors, and other market participants. Public ratings for over 55,000 401k and 403b plans as well as rating definitions, criteria, and methodologies are available for free to retirement savers at www.brightscope.com.

Wealth Management: On April 26, 2011, the company launched BrightScope Advisor Pages, the first comprehensive and publicly available directory of Financial Advisors. Advisor Pages help consumers discover information and conduct due diligence on their financial advisors. The company believes it can accelerate the growth of the financial advisory industry and increase its legitimacy by creating standards around performance, experience, certifications, fees, and conduct.

Funding Rounds (3) - $5.9M

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DateAmount / RoundValuationLead InvestorInvestors
Sep, 2012$3M / Series C0
Sep, 2009$2M / Series B2
May, 2008$900k / Series A0

Current Team (10)

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Board Members and Advisors (4)

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Products (1)

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  • The BrightScope Rating is a quantitative 401k plan rating developed by BrightScope, Inc. in partnership with some of the country's top

Competitors (3)

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  • FactSet is a financial research company that offers risk analytics tools and real time data feeds for institutional investors.
  • Morningstar provides independent investment research to investors worldwide.
  • Thomson Reuters delivers critical information from the financial, legal, accounting, intellectual property, science, and media markets.

Offices/Locations (1)

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  • BrightScope

    UTC/La Jolla

    San Diego, CA

    USA

Past Team (1)

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