About Brightworth
Brightworth is a Financial Services company based in Atlanta (United States) founded in 1997, and was acquired by CI Financial in March 2021. Wealth management services are provided to clients from Atlanta. Brightworth offers products and services including Wealth Management, Family Office Services, and Investment Management. Its focus areas include Asset Management and Wealth Management. Its legal entity is Corient Private Wealth LLC. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Brightworth was founded in 1997 in Atlanta, United States, as a firm focused on wealth management within the financial services sector. Investment advisory, portfolio management, and financial planning are offered to individuals and families. Operations are centered in the southeastern US, with services tailored to asset preservation and growth strategies. The company maintains a local presence while addressing broader client needs in the region.
- Headquarters Atlanta, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website brightworth.com
- Social LinkedIn X Facebook
- Acquired by CI Financial (Mar 2021)
- Legal Name Corient Private Wealth Llc
- Investors
- Acquired byCI Financial
(Mar 2021)
Products & Services of Brightworth
Brightworth offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, and Investment Management.
Provides planning and management for personal and family wealth.
Offers tax, trust, and lending solutions for high-net-worth clients.
Handles portfolio strategies and asset oversight for clients.
Investors in Brightworth
Brightworth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and asset management advisory services are provided. | 1965 | cifinancial.com | Toronto, Canada |
Investor details for Brightworth
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Timeline of Brightworth
2 dated milestones of Brightworth across 24 years, from founding to its latest funding, stage changes and deals.
- Founded Brightworth is founded.
- Exit Acquired by CI Financial.
Competitors of Brightworth
Brightworth has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Brightworth
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Web traffic of Brightworth
Websites that share an audience with Brightworth (brightworth.com).
Websites whose visitors overlap most with Brightworth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| avalonadvisors.com | 100% | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Brightworth (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Brightworth
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Frequently Asked Questions about Brightworth
Brightworth was founded in 1997.
Brightworth is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Brightworth was founded in 1997 in Atlanta, United States, as a firm focused on wealth management within the financial services sector. Investment advisory, portfolio management, and financial planning are offered to individuals and families. Operations are centered in the southeastern US, with services tailored to asset preservation and growth strategies. The company maintains a local presence while addressing broader client needs in the region.
Brightworth's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Brightworth offers Wealth Management, Family Office Services, and Investment Management.
Brightworth has 1 investor. Key investors include CI Financial.
Brightworth operates through Corient Private Wealth Llc.
Yes. Brightworth was acquired by CI Financial in March 2021.