Case Study: Brighton Jones achieves smarter wealth management decisions with PitchBook

Brighton Jones uses PitchBook to support $20B in assets with smarter private investing insights

Brighton Jones, a wealth management firm, faced the challenge of providing holistic financial advice without a consistent and efficient source of intelligence for private market opportunities. Their advisors used disparate sources, lacking rigor, to guide clients on everything from career moves to private investments. They turned to PitchBook to anchor their counsel with reliable data.

By implementing PitchBook, Brighton Jones gained a powerful tool for intelligence gathering, valuations, and deal sourcing. The results included significant time savings for advisors and better-informed client decisions on job offers and tender offers. PitchBook also provided strategic insights to guide the firm's own investment direction, adding value to client strategies and supporting future growth initiatives.

Brighton Jones