Developer docs
API playgroundTry for free, no card

Search company profiles

BrightScope

Full company profile

uuid003wpi8

Namestring
BrightScope
Websiteurl
brightscope.com
Company typeenum
Private
Founded yearint
2008
Descriptiontext

BrightScope is a San Diego-based, privately held financial information company founded in 2008 that delivers web-based software and data products for the retirement planning and wealth management markets. The firm operates as a for-profit entity with a workforce in the 101-250 range and is described in primary sources as a financial information company serving the retirement planning ecosystem, which historically has included plan ratings, analytics, and advisor-facing tools built around proprietary U.S. retirement plan (401k) datasets.

The company's capital history reflects an early-stage funding profile: a $900,000 round in May 2008 at founding, a $2,000,000 round in September 2009 led by Steelpoint Capital Partners, and a $3,000,000 round in September 2012, for cumulative disclosed funding of approximately $5.9 million. The absence of any disclosed funding round in the 12+ years since 2012 is a notable feature of the company's profile and limits visibility into its current capitalization, growth trajectory, and ownership structure. Leadership consists of Bruce Hansen as Chairman of the Board and Jessica Campbell as Vice President of Client Success; no broader executive team, board composition, or investor roster is disclosed in the available data.

BrightScope's revenue model, pricing structure, customer base, partnership network, and product roadmap are not detailed in the supplied sources. Importantly, a segment of the aggregated input references ISS Market Intelligence product names (MarketPulse, MarketPro, MarketSage, MarketLink, LiquidMetrix, Securities Class Action Services, etc.) and the issmarketintelligence.com domain; these entries appear to be misattributed data from a separate entity (ISS Market Intelligence, a Deutsche Börse-owned business) rather than BrightScope's offerings, and they should not be relied upon as a description of BrightScope's product portfolio. The analytical picture of BrightScope is therefore constrained to its retirement-data positioning, modest early-stage capital base, San Diego headquarters, and small disclosed leadership team.

Short descriptiontext

BrightScope is a San Diego-based, privately held financial information company founded in 2008 that provides web-based software and data products for retirement planning and wealth management professionals, operating with 101-250 employees.

Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersSan Diego, United States
HQ citystring
San Diego
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
retirement plan analytics, wealth management software, financial advisor ratings, 401k plan data, retirement planning tools
Industry2 codes
1Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b))
CodeFSAAACAFPrimaryYes
2Comprehensive Financial Planning
CodeFSAEAAAAPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Funds, Trusts, and Other Financial Vehicles525
SIC code2 codes
  • Services-Engineering, Accounting, Research, Management8700
  • Services-Computer Programming, Data Processing, Etc.7370
Product category
Retirement Plan Analytics
Cost components4 values
Personnel, Technology or R&D, Marketing or Sales, Operations
GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

BrightScope is a financial information company that provides services for retirement planning and wealth management through web-based software. Its offerings deliver financial information and analytics used to evaluate retirement plans, advisors, and wealth management offerings for industry professionals and organizations.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

ISS Market Intelligence offers a comprehensive suite of market intelligence platforms and managed services for financial services firms. The platform portfolio includes MarketPulse (market sizing and competitor profiling), MarketPro (distribution identification), MarketSage (strategic insights), and Media (market engagement and lead generation). These are complemented by managed services including MarketLink (API and data integrations), MarketCleanse (data cleansing), and MarketReach (go-to-market execution). The company also offers specialized platforms including Fund Services for German fund data distribution, LiquidMetrix for transaction cost analysis, and Securities Class Action Services for investor claims management.

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight1 record

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

ISS Market Intelligence (part of ISS/Deutsche Börse) provides market intelligence, fund data, governance, and analytics platforms to financial services firms. Comparable to BrightScope as a financial-services data and analytics vendor and possible parent ecosystem.

TypeDirect peer
Description

PlanSponsor is a media and research brand covering U.S. retirement plan sponsors and advisors, including plan-rating and benchmarking content. Comparable to BrightScope because it serves the same employer and advisor audience with retirement plan data, ratings, and editorial intelligence.

TypeOthers
Description

SPARK Institute is a retirement industry trade association that produces data, research, and benchmarking for retirement plan providers. Comparable to BrightScope as a retirement-industry data and standards organization serving the same end market.

TypeBroad incumbent
Description

Morningstar is a broad financial data and analytics incumbent that operates retirement-focused research and ratings businesses alongside its wider investment-data franchise. Comparable to BrightScope because both serve the retirement plan/401(k) market with independent ratings and analytics.

TypeBroad incumbent
Description

Broadridge provides data, analytics, and communications solutions across the financial services industry including retirement plan and wealth management segments. Comparable to BrightScope because it serves financial intermediaries with data-driven retirement and wealth analytics at scale.

TypeEmerging player
Description

BrightPlan is a financial wellness and planning platform that includes retirement planning modules for employees and employers. Comparable to BrightScope because it leverages financial planning and retirement data for the employer and employee market.

TypeRegional player
Description

DataPath provides cloud-based retirement plan administration solutions for government, education, and corporate plan sponsors in the U.S. Comparable to BrightScope because it sits inside the retirement-plan data and administration value chain with analytics-driven plan management.

TypeDirect peer
Description

fi360 offers fiduciary-focused investment analytics, due-diligence, and retirement plan benchmarking tools for advisors and institutions. Comparable to BrightScope because both provide independent retirement-plan analytics and benchmarking used by advisors and plan sponsors.

TypeRegional player
Description

Empyrean provides benefits and retirement plan administration software to U.S. employers, advisors, and TPAs. Comparable to BrightScope because it operates in the same 401(k) ecosystem with technology-enabled retirement plan data and analytics.

TypeBroad incumbent
Description

Empower is a major U.S. retirement plan recordkeeper and wealth manager that has invested heavily in participant-facing analytics and fee transparency tools. Comparable to BrightScope because both target the 401(k) market with technology-driven transparency and data analytics.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
Yes

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds3 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors1 record

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

BrightScope

Retirement Plan Analyticsbrightscope.com

BrightScope is a San Diego-based, privately held financial information company founded in 2008 that provides web-based software and data products for retirement planning and wealth management professionals, operating with 101-250 employees.

What BrightScope does

BrightScope is a San Diego-based, privately held financial information company founded in 2008 that delivers web-based software and data products for the retirement planning and wealth management markets. The firm operates as a for-profit entity with a workforce in the 101-250 range and is described in primary sources as a financial information company serving the retirement planning ecosystem, which historically has included plan ratings, analytics, and advisor-facing tools built around proprietary U.S. retirement plan (401k) datasets.

The company's capital history reflects an early-stage funding profile: a $900,000 round in May 2008 at founding, a $2,000,000 round in September 2009 led by Steelpoint Capital Partners, and a $3,000,000 round in September 2012, for cumulative disclosed funding of approximately $5.9 million. The absence of any disclosed funding round in the 12+ years since 2012 is a notable feature of the company's profile and limits visibility into its current capitalization, growth trajectory, and ownership structure. Leadership consists of Bruce Hansen as Chairman of the Board and Jessica Campbell as Vice President of Client Success; no broader executive team, board composition, or investor roster is disclosed in the available data.

BrightScope's revenue model, pricing structure, customer base, partnership network, and product roadmap are not detailed in the supplied sources. Importantly, a segment of the aggregated input references ISS Market Intelligence product names (MarketPulse, MarketPro, MarketSage, MarketLink, LiquidMetrix, Securities Class Action Services, etc.) and the issmarketintelligence.com domain; these entries appear to be misattributed data from a separate entity (ISS Market Intelligence, a Deutsche Börse-owned business) rather than BrightScope's offerings, and they should not be relied upon as a description of BrightScope's product portfolio. The analytical picture of BrightScope is therefore constrained to its retirement-data positioning, modest early-stage capital base, San Diego headquarters, and small disclosed leadership team.

BrightScope firmographics

Firmographics
Name
BrightScope
Website
https://brightscope.com
Company type
Private
Founded year
2008
Headcount range
101–250 employees
Short description
BrightScope is a San Diego-based, privately held financial information company founded in 2008 that provides web-based software and data products for retirement planning and wealth management professionals, operating with 101-250 employees.
Ownership category
akta.pro rank

BrightScope industry classification

Industry
Product category
Retirement Plan Analytics
NAICS
Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
SIC
Services-Engineering, Accounting, Research, Management (8700), Services-Computer Programming, Data Processing, Etc. (7370)
akta.pro primary industry
Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
akta.pro secondary industry
Comprehensive Financial Planning (FSAEAAAA)

Keywords

  • Retirement plan analytics
  • Wealth management software
  • Financial advisor ratings
  • 401k plan data
  • Retirement planning tools

Where BrightScope is headquartered

Location

Headquarters

HQ city
San Diego
HQ country
United States
HQ region
North America

Markets served

BrightScope business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Marketing or Sales, Operations

BrightScope product offering

Product offering

Core offering

BrightScope is a financial information company that provides services for retirement planning and wealth management through web-based software. Its offerings deliver financial information and analytics used to evaluate retirement plans, advisors, and wealth management offerings for industry professionals and organizations.

Product overview

ISS Market Intelligence offers a comprehensive suite of market intelligence platforms and managed services for financial services firms. The platform portfolio includes MarketPulse (market sizing and competitor profiling), MarketPro (distribution identification), MarketSage (strategic insights), and Media (market engagement and lead generation). These are complemented by managed services including MarketLink (API and data integrations), MarketCleanse (data cleansing), and MarketReach (go-to-market execution). The company also offers specialized platforms including Fund Services for German fund data distribution, LiquidMetrix for transaction cost analysis, and Securities Class Action Services for investor claims management.

Differentiator

Problem solved

Functional benefit

Companies that use BrightScope

Customer profile

Ideal customer profiles1 record

BrightScope technology and API

Technology

Technology focussed Yes

API detail

Has API
Yes
API docs
API detail

Core technology

AI maturity

App detail

BrightScope partnerships and signals

Strategic signal

Recent moves4 records

Expansion highlights1 record

BrightScope competitors and assessment

Company assessment

Broad incumbents

  • ISS Market Intelligence: ISS Market Intelligence (part of ISS/Deutsche Börse) provides market intelligence, fund data, governance, and analytics platforms to financial services firms. Comparable to BrightScope as a financial-services data and analytics vendor and possible parent ecosystem.
  • Morningstar: Morningstar is a broad financial data and analytics incumbent that operates retirement-focused research and ratings businesses alongside its wider investment-data franchise. Comparable to BrightScope because both serve the retirement plan/401(k) market with independent ratings and analytics.
  • Broadridge Financial Solutions: Broadridge provides data, analytics, and communications solutions across the financial services industry including retirement plan and wealth management segments. Comparable to BrightScope because it serves financial intermediaries with data-driven retirement and wealth analytics at scale.
  • Empower Retirement: Empower is a major U.S. retirement plan recordkeeper and wealth manager that has invested heavily in participant-facing analytics and fee transparency tools. Comparable to BrightScope because both target the 401(k) market with technology-driven transparency and data analytics.

Direct peers

  • PlanSponsor: PlanSponsor is a media and research brand covering U.S. retirement plan sponsors and advisors, including plan-rating and benchmarking content. Comparable to BrightScope because it serves the same employer and advisor audience with retirement plan data, ratings, and editorial intelligence.
  • fi360: fi360 offers fiduciary-focused investment analytics, due-diligence, and retirement plan benchmarking tools for advisors and institutions. Comparable to BrightScope because both provide independent retirement-plan analytics and benchmarking used by advisors and plan sponsors.

Others

  • SPARK Institute: SPARK Institute is a retirement industry trade association that produces data, research, and benchmarking for retirement plan providers. Comparable to BrightScope as a retirement-industry data and standards organization serving the same end market.

Emerging players

  • BrightPlan: BrightPlan is a financial wellness and planning platform that includes retirement planning modules for employees and employers. Comparable to BrightScope because it leverages financial planning and retirement data for the employer and employee market.

Regional players

  • DataPath (a Securian Financial company): DataPath provides cloud-based retirement plan administration solutions for government, education, and corporate plan sponsors in the U.S. Comparable to BrightScope because it sits inside the retirement-plan data and administration value chain with analytics-driven plan management.
  • Empyrean Solutions: Empyrean provides benefits and retirement plan administration software to U.S. employers, advisors, and TPAs. Comparable to BrightScope because it operates in the same 401(k) ecosystem with technology-enabled retirement plan data and analytics.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights5 records

Customer concentration

BrightScope social profiles

Digital presence

BrightScope financial estimates

Financial estimate

Revenue estimate

Valuation estimate

BrightScope leadership team

Management profile

Number of profiles

Profiles2 records

BrightScope funding detail

Funding detail

Funding overview

Funding rounds3 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

BrightScope M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BrightScope

What does BrightScope do?

BrightScope is a financial information company that provides services for retirement planning and wealth management through web-based software. Its offerings deliver financial information and analytics used to evaluate retirement plans, advisors, and wealth management offerings for industry professionals and organizations.

When was BrightScope founded?

BrightScope was founded in 2008. It employs 101 to 250 people.

Where is BrightScope based?

BrightScope is headquartered in San Diego, United States, in the North America region.

Who are BrightScope's main competitors?

Broad incumbents on record are ISS Market Intelligence, Morningstar, Broadridge Financial Solutions and Empower Retirement. Direct peers are PlanSponsor and fi360. SPARK Institute is listed as an others. BrightPlan is listed as an emerging player. Regional players are DataPath (a Securian Financial company) and Empyrean Solutions.

Does BrightScope have an API?

Yes. MarketLink provides flexible API and feed integrations, data cleansing and enrichment services. The platform offers API integration capabilities for data connectivity.

What industry is BrightScope in?

BrightScope's product category is Retirement Plan Analytics. Its primary akta.pro industry code is FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)), with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 8700.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales
Live signals
PR NewswireNew research reveals shifting target-date landscape with plan sponsors choosing non-proprietary solutionsA joint study by AllianceBernstein and BrightScope reveals that plan sponsors are increasingly selecting non-proprietary target-date funds, causing recordkeepers' proprietary fund share to decline from 59% in 2009 to 43%. Concurrently, the use of collective investment trusts (CITs) for target-date assets has nearly doubled to 55%, as providers like Vanguard and T. Rowe Price shift assets to these structures to manage fee pressures.PR NewswireRiXtrema Partners With BrightScope to Create Seamless Workflow for Fiduciary AnalyticsRiXtrema announced a partnership with BrightScope to integrate BrightScope's Plan Data Network into RiXtrema's FiduciaryOptimizer suite of products for financial advisors. The integration allows advisors to seamlessly obtain retirement plan details from 404(a)(5) disclosure documents required for Department of Labor best interest determinations. This partnership enables portfolio reports to be generated without manual work while helping advisory firms and broker-dealers comply with DOL fiduciary rule requirements.TechCrunchThe Goldmine Of Opportunities In Gov 2.0Mike and Ryan Alfred launched BrightScope in 2008 and successfully lobbied the U.S. Department of Labor to release electronic 401K plan data, which previously had been inaccessible to citizens despite employer reporting requirements. This data transparency effort coincided with the broader Gov 2.0 movement, including the launch of data.gov and hundreds of local, state, and international government data initiatives. Companies like BrightScope and My City Way are leveraging opened government data to build consumer-facing tools, with BrightScope projecting $10 million in revenue next year and My City Way reporting over one million app downloads in its first year.FinSMEsUSA, BrightScope Secures $2M in Series B FundingBrightScope, a 401k ratings and analytics firm, raised $2M in Series B funding led by Jim Caccavo of Steelpoint Capital Partners. The company will use the capital to expand its 401k plan data database and develop its product suite. CEO Mike Alfred cited the funding as a sign of BrightScope's commanding position in the retirement plan analytics market.TechCrunch401k Plans Are Hard To Understand. BrightScope Raises $2 Million To Fix That.San Diego-based BrightScope, which helps employees understand and maximize their 401k retirement plans, has raised a $2 million second round of financing led by Steelpoint Capital Partners. The funding will be used to further develop the service, with Steelpoint's Jim Cacavo and Tim Tokarsky joining the company's board of directors. According to BrightScope, significant gaps exist in 401k participation, with 30% of workers not participating at all, 22% not contributing enough to maximize matching benefits, and 80% unaware of administrative fees.