Last deal

$3M

Amount

Series C

Stage

12.09.2012

Date

3

all rounds

$5.9M

Total amount

date founded

Financing round

General

About Company
BrightScope is a financial information company that provides retirement plan ratings and investment analytics.

Industry

Sector :

Subsector :

founded date

01.02.2008

Number of employees

Company Type

For Profit

Last funding type

Series C

IPO status

Private

Description

The company operates in two segments, Retirement Plans and Wealth Management, and maintains a comprehensive database of information on the retirement plan market, providing additional value and insight by quantitatively rating 401k and 403b plans across critical metrics. BrightScope also offers a suite of data analytics software products to Fortune 1000 companies, asset managers, broker-dealers, financial advisors, and other market participants. In addition, the company launched BrightScope Advisor Pages, the first comprehensive and publicly available directory of Financial Advisors, to help consumers discover information and conduct due diligence on their financial advisors.
Contacts

Contact Email

Social url

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M&A Details
1

Acquired by

Strategic Insight

announced date

01.11.2016

Financials

Funding Rounds
3
3

Number of Funding Rounds

$5.9M

Money Raised

Their latest funding was raised on 12.09.2012. Their latest round Series C

Date 
Funding Round 
Investors 
Money Raised 
Lead 
12.09.2012
$3M
01.09.2009
2
$2M
31.05.2008
$900K
Co-Investors
Investors
2
0

Number of lead investors

2

Number of investors

Investor 
Lead 
Round 
Partners 
Steelpoint Capital Partners

Steelpoint Capital Partners

Steelpoint Capital Partners invests in companies across various industries including media, healthcare, and retail.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Venture Capital, Finance

Location

Solana Beach, CA, USA

count Of Investments

18

count Of Exists

10
Jim Caccavo

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Michael Brams

Michael Brams

Michael Brams is a technology executive, investor and entrepreneur. As a technology executive, Michael has spent most of his career building and managing the complex infrastructure required by top-tier quantitative hedge funds and other technology-dependent firms in the financial services industry. In these roles he demonstrated an ability to attract and motivate talented individuals and build strong and adaptable teams that were able to execute consistently under rapidly changing circumstances. For investments, Michael has sought seed stage opportunities in companies with great teams and great ideas. Most of these companies did not yet have a product or revenue at the time of investment. Past investments include Organovo (ONVO), a creator of 3D bioprinting technology, WysDM (EMC), developer of data protection software since acquired by EMC, and Brightscope the leading provider of 401k plan and financial advisor ratings. Before starting his career Michael went to NYU for Film where he also studied computer science.

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3Top
3Top

count Of Investments

2

count Of Exists

1

People

Founders
2
Ryan Alfred
Ryan Alfred

Ryan Alfred

Ryan is also a co-founder of Distributed Global where he has a seat on the Investment Committee. Prior to that, Ryan was Co-Founder, President and COO of BrightScope. In 2012 Ryan was named to Forbes’ Top 30 under 30 in Finance and to the Smart Money Power 30. Ryan received his bachelor's degree in Economics from Harvard University.

current job

NYDIG
NYDIG

organization founded

2

Ryan Alfred

Mike Alfred
Mike Alfred

Mike Alfred

current job

NYDIG
NYDIG

organization founded

2

Mike Alfred

Employee Profiles
48

Mary Kriegsfeld

Events and tradeshow manager at brightscope

Marcus Planta

Software engineer

Tammy Salvo

Vice president, north america marketing

Debbie Williams

Staff accountant

Debbie Arellano

Staff accountant

Khema Ahuja

Salesforce administrator at brightscope

Cwpc Alexandria Brown

Vice president of human resources

Brooks Herman

Head of data and research

Activity

Recent News
0