Brightpeak Financial develops content, tools and financial planning products and resources for clients. The company currently work with more than 7,500 Americans nationally, with 80% of its services provided digitally.
"If we are to attract a new generation to our products and services, we need to do things differently," said Lisa Steffes, CEO & president of Brightpeak Financial. "We were immediately impressed by Doner's ability to grasp our difference as a digital-first business that provides simple, straightforward solutions. Doner came to us with smart, creative ideas built around simplicity, transparency and trust that will resonate and position us for dynamic growth."
Brightpeak Financial spent just under $1 million the first 11 months of 2016, per Kantar Media.