Acquiring Company
Daybright Financial
Acquired Company
The Platinum 401k
Woodbridge TownshipClearwaterFinancial ServicesFinanceHuman ResourcesFinancial ServicesEmployee BenefitsDescription
Daybright Financial has announced its acquisition of The Platinum 401k, Inc., a leader in retirement plan administration. This marks Daybright's third strategic acquisition of the year aimed at strengthening its retirement offerings. The acquisition allows both companies to enhance their services in the PEP and MEP segments. The partnership is set to accelerate client service through innovative and compliant retirement solutions.
Quick answer
Daybright Financial is acquiring The Platinum 401k, announced September 16, 2025. Daybright Financial is based in Woodbridge Township, New Jersey, United States.
- How much did Daybright Financial pay for The Platinum 401k?
- The deal value was not disclosed.
- What does Daybright Financial do?
- Daybright Financial is one of the nation's largest independent, privately held firms specializing in employee benefits and retirement plans.
- Where are Daybright Financial and The Platinum 401k based?
- Daybright Financial is based in Woodbridge Township, New Jersey, United States. The Platinum 401k is based in Clearwater, Florida, United States.
- Who are the decision-makers at Daybright Financial?
- Fundz holds 2 contacts at Daybright Financial. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Finance
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Arthur J. Gallagher Acquires Strategic Services Group (October 16, 2025)
- Daybright Financial acquires Hessel & Associates, LLC (August 27, 2025)
- iA Financial acquires RF Capital Group successfully (October 31, 2025)
- First Mid Bancshares, Inc. to Acquire Two Rivers Financial Group, Inc. (October 30, 2025)
- Reseda Group acquires Pocketnest for AI banking (October 29, 2025)
- 360 ONE WAM acquires UBS India's AUM worth INR 5,200 crores (October 20, 2025)
Who to call at Daybright Financial, and when
When Daybright Financial changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Daybright Financial raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Daybright Financial, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Daybright Financial. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Daybright Financial makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Frequently asked
Who acquired The Platinum 401k?
The Platinum 401k was acquired by Daybright Financial, based in Woodbridge Township. The deal was reported on September 16, 2025. Daybright Financial is one of the nation's largest independent, privately held firms specializing in employee benefits and retirement plans. Daybright Financial is privately held and operates in Financial Services.
When did Daybright Financial acquire The Platinum 401k?
Daybright Financial's acquisition of The Platinum 401k was reported on September 16, 2025. Daybright Financial has announced its acquisition of The Platinum 401k, Inc., a leader in retirement plan administration. This marks Daybright's third strategic acquisition of the year aimed at strengthening its retirement offerings. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does The Platinum 401k do?
The Platinum 401k, Inc. is a nationally recognized leader in Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs). The company has deep expertise in ERISA compliance and provides scalable retirement solutions. It is privately held, operating in Financial Services, and is based in Clearwater.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.