FinovateFall 2009 / BrightScope
Presenter Profile:
How they describe themselves: BrightScope™, Inc. is an independent provider of 401k ratings and financial intelligence to plan sponsors, advisors, and participants in all 50 states. Our mission is to increase the retirement security of America’s workforce by bringing transparency and efficiency to the 401k plan market. We maintain a comprehensive database of information on the 401k plan market and add additional value and insight by quantitatively rating each 401k plan across critical metrics.
What they think makes them better: BrightScope has the largest private database of 401k data and analytics in the country. BrightScope is the only 401k analytics firm that is truly independent and does not accept compensation in the form of revenue sharing from mutual fund companies or plan providers. BrightScope is aligned with plan sponsors and seeks to avoid conflicts that will jeopardize its ability to give its clients unbiased advice.
Contacts:
Biz Dev, Sales and Press: Mike Alfred, CEO, mike@brightscope.com
Website: www.brightscope.com
Blog: www.brightscope.com/blog
HQ Location: San Diego, California
Company Founded: February 2008
Product Being Demoed: TBD
Product Launched: October 2009
Metrics: $900K series A, $2M series B, 22 employees
- Key Executives
Mike Alfred (CEO), Ryan Alfred (President), Dan Weeks (COO), John Sarkisian (Chairman)
Key Stats
- Key Board Members
Allan Timmermann, Ph.D.: Allan is a full Professor of Finance and serves as the Atkinson/Epstein Endowed Chair of Management Leadership at the UCSD Rady School of Management. Matt Hutcheson, MS, CPC, AIFA©, CRC©: Matt is a published author, independent fiduciary, and internationally recognized authority on retirement plans and their associated fiduciary issues. Yannis Papakonstantinou, Ph.D.: Yannis is a full Professor of Computer Science and Engineering at the University of California, San Diego.
- Key Advisory Board Members
Allan Timmermann, Ph.D.: Allan is a full Professor of Finance and serves as the Atkinson/Epstein Endowed Chair of Management Leadership at the UCSD Rady School of Management. Matt Hutcheson, MS, CPC, AIFA©, CRC©: Matt is a published author, independent fiduciary, and internationally recognized authority on retirement plans and their associated fiduciary issues. Yannis Papakonstantinou, Ph.D.: Yannis is a full Professor of Computer Science and Engineering at the University of California, San Diego.
- Key Investors
John Sarkisian (Chairman, Semtek; CEO, Pro Performance Sports), Selwyn Isakow (Chairman, Oxford Investment Group), James Caccavo (Managing Partner, Steelpoint Capital), Tim Tokarsky (Former Micromuse and WysDM executive)