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Asset/Investment Management
fremontgroup.com

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Investments

18

Portfolio Exits

3

Partners & Customers

1

About Fremont Group

Fremont Group is a San Francisco-based private investment firm with assets under management across a broad array of asset classes. The firm is distinguished by a focus on superior performance, operating orientation, and commitment to true partnership. Fremont has the financial resources, the expertise, and the breadth of experience to identify opportunities where others might not and to move quickly to capitalize on those that fit our criteria. The firm make investments through three business lines: Fremont Private Holdings, Fremont Public Opportunities/FPR Partners, Fremont Realty Capital.

Fremont Group Headquarters Location

199 Fremont Street

San Francisco, California, 94105,

United States

415-284-8500

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Latest Fremont Group News

Total Financial Wellness Company BrightPlan Raises $9.5 Million

Apr 19, 2021

BrightPlan — a leader in total financial wellness — announced that it raised $9.5 million in Series A funding. These are the details. BrightPlan — a leader in total financial wellness — announced that it raised $9.5 million in Series A funding led by the Fremont Group and the Cynosure Group, and joined by Still Capital Partners and Hawk Partners. This investment comes on the heels of a year of strong growth for the company – which saw a nearly fivefold increase in annual recurring revenue (ARR) awarded and several new enterprise customers in 2020, including Genesys and Rubrik. As part of the funding, George Still, Jr., a well-known tech investor and board member for Workday, is joining the BrightPlan Group board of directors. This round of funding will drive expansion and continued product innovation for the BrightPlan platform, enabling positive financial outcomes for enterprises and their employees. Today employers are increasingly seeking solutions to improve employee well-being and foster engagement. Finances are known as being the top stressor of employees according to PwC. And research has found a direct link between financial stress and physical and mental health. Plus many organizations are focused on improving equity across the workplace. BrightPlan’s Total Financial Wellness solution integrates with employer benefits to provide a comprehensive personal finance solution for all employees that is real-time and personalized, thus helping all employees manage financial stress while improving productivity, engagement and retention. As part of its ongoing commitment to innovation, BrightPlan also unveiled a redesigned AI-powered solution that provides deeper personalization for employees and makes it easier to set and accomplish tailored financial goals. The new user dashboard provides deep financial insights and enhances ease of use, elevating the most salient financial data to help employees set priorities, make more informed decisions and quickly take action to achieve any life goal―from paying off debt to purchasing a home to planning for retirement. KEY QUOTES: “Last year put the focus back where it should be―on benefits that really matter to employees. Today’s workforce ranks financial wellness as more important than healthcare benefits and seeks solutions to address soaring financial stress. With this new funding, BrightPlan will expand our efforts and partner with more companies to engage employees on their financial futures while fueling business growth. Our goal is to democratize financial wellness and make Total Financial Wellness a ‘must-have’ benefit for every enterprise.” — Marthin De Beer, BrightPlan founder and CEO “BrightPlan has an impressive and holistic approach to financial wellness designed to invigorate and support employees while delivering clear value to enterprises―a combination that has become even more critical during the pandemic. Their rapid growth and major client wins reflect the strength of their solution helping employees navigate rapidly shifting financial waters.” — George Still Jr., at Still Capital Partners

Fremont Group Investments

18 Investments

Fremont Group has made 18 investments. Their latest investment was in BrightPlan as part of their Series C on April 4, 2021.

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Fremont Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

4/1/2021

Series C

BrightPlan

$9.5M

No

11

12/20/2017

Private Equity

Atria Senior Living

Yes

1

5/25/2017

Series A

BrightPlan

$25M

Yes

2

5/16/2014

Growth Equity

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$99M

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10

1/11/2013

Private Equity

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10

Date

4/1/2021

12/20/2017

5/25/2017

5/16/2014

1/11/2013

Round

Series C

Private Equity

Series A

Growth Equity

Private Equity

Company

BrightPlan

Atria Senior Living

BrightPlan

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Amount

$9.5M

$25M

$99M

New?

No

Yes

Yes

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Co-Investors

Sources

11

1

2

10

10

Fremont Group Portfolio Exits

3 Portfolio Exits

Fremont Group has 3 portfolio exits. Their latest portfolio exit was Mirapoint on October 20, 2010.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

10/20/2010

Merger

$99M

1

9/10/2004

Acquired

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$99M

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0

10/11/2001

Acquired

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$99M

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0

Date

10/20/2010

9/10/2004

10/11/2001

Exit

Merger

Acquired

Acquired

Companies

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Valuation

$99M

$99M

$99M

Acquirer

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Sources

1

0

0

Fremont Group Partners & Customers

1 Partners and customers

Fremont Group has 1 strategic partners and customers. Fremont Group recently partnered with Addepar on .

Date

Type

Business Partner

Country

News Snippet

Sources

Vendor

United States

1

Date

Type

Vendor

Business Partner

Country

United States

News Snippet

Sources

1

Fremont Group Team

4 Team Members

Fremont Group has 4 team members, including current Chief Financial Officer, Deborah L. Duncan.

Name

Work History

Title

Status

Deborah L. Duncan

Chief Financial Officer

Current

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Name

Deborah L. Duncan

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Work History

Title

Chief Financial Officer

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Status

Current

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