Brightworth, LLC
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Brightworth, LLC - overview
Established
1997
Location
Atlanta, GA, US
Primary Industry
Financial Services
About
Based in Georgia, US, and founded in 1997, Brightworth, LLC operates as a wealth management firm that provides investment advisory and financial planning services. The firm has over 80 employees and an office in Charlotte, North Carolina. CI Financial Corp. agreed to acquire the company in March 2021.
The company provides investment management services such as risk management, education funding, portfolio management, taxation, retirement plans, financial analysis, estate planning, executive compensation, and investment advisory services to families, business owners, trusts, estates, charitable organizations, individuals, pensions, and profit-sharing plans. Brightworth, LLC's revenue is generated by offering financial planning built on custom strategies to address its clients' priorities, resources, and values.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services
Website
www.brightworth.com
Verticals
FinTech
Total Amount Raised
Subscriber access only
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