Prumentum Group

OverviewSuggest Edit

Prumentum Group is a wealth-tech company founded to make financial planning accessible to everyone, regardless of net worth. The Company combines transformational digital capabilities and proven wealth management solutions with access to financial advisors. 

Prumentum Group created BrightPlan, a digital Registered Investment Advisor, and acquired a significant equity stake in Plancorp, a reputable wealth management firm, to create a Hybrid-Robo solution, pairing Artificial Intelligence and other cutting-edge technology with human advisors to provide personalized financial planning and wealth management services direct to consumers at scale.

TypePrivate
Founded1983
HQSan Jose, US
Websiteprumentumgroup.com

Locations

Prumentum Group is headquartered in
San Jose, United States

Location Map

Latest Updates

Employees (est.) (Jun 2017)9
Cybersecurity ratingAMore

Key People/Management at Prumentum Group

Charles Carmel

Charles Carmel

Board Member
David Covin

David Covin

Board Member
Diane Strohfus

Diane Strohfus

Board Member
Sayed Darwish

Sayed Darwish

Chief Legal and Compliance Officer
Keith Taylor

Keith Taylor

Board Member
Larry Robinson

Larry Robinson

Chief Product Officer | BrightPlan
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Prumentum Group Office Locations

Prumentum Group has an office in San Jose
San Jose, US (HQ)
San Jose, CA, USA
Show all (1)

Prumentum Group Financials and Metrics

Summary Metrics

Founding Date

1983

Prumentum Group total Funding

$25 m

Prumentum Group latest funding size

$25 m

Time since last funding

3 years ago
Prumentum Group's latest funding round in May 2017 was reported to be $25 m. In total, Prumentum Group has raised $25 m
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Prumentum Group Cybersecurity Score

Cybersecurity ratingPremium dataset

A

97/100

SecurityScorecard logo

Prumentum Group Online and Social Media Presence

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Prumentum Group Frequently Asked Questions

  • When was Prumentum Group founded?

    Prumentum Group was founded in 1983.

  • Who are Prumentum Group key executives?

    Prumentum Group's key executives are Charles Carmel, David Covin and Diane Strohfus.

  • How many employees does Prumentum Group have?

    Prumentum Group has 9 employees.

  • Who are Prumentum Group competitors?

    Competitors of Prumentum Group include Algoriz, Algoraise and Vise.

  • Where is Prumentum Group headquarters?

    Prumentum Group headquarters is located at San Jose, CA, USA, San Jose.

  • Where are Prumentum Group offices?

    Prumentum Group has an office in San Jose.

  • How many offices does Prumentum Group have?

    Prumentum Group has 1 office.