Brightview Financial Solutions

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

201 Spear St Ste 1100, San Francisco, Ca...

Phone Number

(650) 517-5719

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Brightview Financial Solutions

Brightview Financial Solutions specializes in comprehensive financial planning and equity compensation guidance for tech professionals, particularly in the San Francisco Bay Area. Founded by a former Adobe employee and CERTIFIED FINANCIAL PLANNER, the firm addresses the unique financial challenges faced by technology professionals, including managing RSUs, stock options, and retirement planning. They focus on providing personalized strategies, especially for women in tech, and operate on a fee-only fiduciary basis to prioritize client interests. Brightview serves clients nationwide through virtual meetings, helping them navigate complex financial decisions with clarity and confidence.Explore more
Brightview Financial Solutions's Social MediaPopular SearchesBrightview Financial Solutions LLCBrightview Financial SolutionsBright View Financial Solutions Private LtdSIC Code 62,628NAICS Code 52,523Show more

Brightview Financial Solutions Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brightview Financial Solu...

$5M
11-50
Private
-
2018
SM
Sheila McGinnFounder & President
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
1999
Nathaniel Klitzing, Chief Executive Officer & Principal & Wealth Advisor at Cambridge Capital Management
Nathaniel KlitzingCEO & Principal & Wealth Advisor
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2010
KZ
Kimberley ZolloPresident & Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Brightview Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Brightview Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brightview Financial Solutions.

Brightview Financial Solutions Tech Stack

A closer look at the technologies used by Brightview Financial Solutions

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Frequently Asked Questions Regarding Brightview Financial Solutions

What is Brightview Financial Solutions's official website?
Brightview Financial Solutions's official website is brightview.financial
What is Brightview Financial Solutions's Revenue?
Brightview Financial Solutions's revenue is $5 Million
What is Brightview Financial Solutions's SIC code?
Brightview Financial Solutions's SIC: 62,628
What is Brightview Financial Solutions's NAICS code?
Brightview Financial Solutions's NAICS: 52,523
How many employees does Brightview Financial Solutions have?
Brightview Financial Solutions has 11-50 employees
What industry does Brightview Financial Solutions belong to?
Brightview Financial Solutions is in the industry of: Finance, Securities Trading
What is Brightview Financial Solutions competition?
Brightview Financial Solutions top competitors include: Furlong Investment Solutions, Fortune Wealth Management, Van Nostrand Wealth Management, Core Wealth Management
What technology does Brightview Financial Solutions use?
Some of the popular technologies that Brightview Financial Solutions uses are: Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS, Google Workspace
How do I contact Brightview Financial Solutions?
Brightview Financial Solutions contact info: Phone number: (650) 517-5719 Website: brightview.financial
What does Brightview Financial Solutions do?

Brightview Financial Solutions specializes in comprehensive financial planning and equity compensation guidance for tech professionals, particularly in the San Francisco Bay Area. Founded by a former Adobe employee and CERTIFIED FINANCIAL PLANNER, the firm addresses the unique financial challenges faced by technology professionals, including managi... ng RSUs, stock options, and retirement planning. They focus on providing personalized strategies, especially for women in tech, and operate on a fee-only fiduciary basis to prioritize client interests. Brightview serves clients nationwide through virtual meetings, helping them navigate complex financial decisions with clarity and confidence.Read More

What are Brightview Financial Solutions social media links?
Brightview Financial Solutions Linkedin page Brightview Financial Solutions Facebook page
Is Brightview Financial Solutions a public company?
Brightview Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Brightview Financial Solutions

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