Bringing Transparency to Opaque Markets

Recently Released!!!
Date Published: April 1, 2014
Summary Power Point Deck: 22 Slides
Reference Power Point Deck: 65 Slides

BrightScope was founded as Sidekick Technologies by Mike Alfred, Ryan Alfred, & Dan Weeks in 2008 and is based in San Diego, CA. BrightScope has one office, 60 employees, $1.8 million revenues, and is led by its CEO Mike Alfred & President Ryan Alfred. BrightScope's web site can be found at

BrightScope's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Retirement Plans Phase
  • Wealth Management Phase
  • Business Expansion Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Retirement Plans
  • Wealth Management
And its profile concludes with the highlights of its organizational structure & ownership.

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