We’ve heard that financial advisors get a lot of basic personal finance questions outside their area of expertise. Advisors tell us they want to help, but aren’t well equipped to make recommendations on topics like budgeting, debt repayment, or DIY investment platforms. Sound familiar?
A Conundrum for Financial Advisors
A new solution for your network
We at Brightfin are making it possible for many more people to receive financial education from qualified professionals. Millennials and Gen Z are increasingly seeking guidance from sources like TikTok, podcasts, unregistered online courses, and Chat GPT.
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. Feel free to copy the following starter text and share it with your network. Thank you.
Copy and paste this text!
I heard about a company called Brightfin and thought of you. They’re offering a new way for someone to get a financial review in an 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 the 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 will not sell insurance or any other products.
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.
