Why Financial Advisors send friends to us
People ask financial professionals a lot of questions about money. Questions that take time to answer, even if they seem basic. Questions that don’t fit an advisor’s real expertise. Finally, there’s a place to go for answers.
Brightfin has answers to their questions
Brightfin is making it possible for more people to receive curated financial education from qualified professionals. Millennials and Gen Z are increasingly seeking guidance from sources like TikTok, podcasts, unregistered online courses, and ChatGPT.
We’re working with CFPs to build an app-based platform that will provide them with a trustworthy alternative. A Beta version of our product will launch later this year. The waitlist is now open. Just copy the following message and share it with your friends and family. Thank you.
Copy and paste this message
I heard about a company called Brightfin and thought of you. They’re offering a new type of financial check-in within their app, and they’re working with Certified Financial Planners. The free Beta is starting later this year. Here’s a link to check it out. brightfin.io/cfp-check-in
FAQs
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Our product is designed for MERITs—Middle Earners, Rich in Time. Our typical customer is a pre-investor, someone who is usually not a client of an advisory firm. They are under 40 (or thereabouts) with steady income, low to no debt, and self-managed retirement accounts.
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Our focus for the pre-investor will be on financial education: allocating income across various types of accounts, setting financial goals, and understanding options for retirement savings.
We will not provide investment advice.
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The Beta version will be free. Participants will be asked to provide feedback so that we can improve our product. When we launch, the paid version will be available with an affordable subscription.
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We’re targeting the release of our Beta in fall 2025 and an official launch in 2026.
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No. Our goal is to provide trustworthy financial education at an affordable price. We do not sell insurance or any other financial products. We do not sell ads.
We do, however, have a budget app. It’s fun, check it out!
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We’d be happy to talk. You can reach us at:
About us
Brightfin Inc. empowers the next generation to build better habits that foster positive relationships with money. Our healthy spending app makes financial wellness simple, accessible and fun. Our swipeable interface, Spend/Splurge/Save/Share approach and lifestyle-based budgets are easy to use, understand and enjoy. Young people from all walks of life trust Brightfin to break the financial shame spiral and control their own destinies. Based in Chicago, Brightfin was founded to usher in a future where money is seen as a resource to support your life and share with others. Find Brightfin in the Apple App Store or visit brightfin.io.
