BrightPlan - Crunchbase Company Profile & Funding

Q: Where is BrightPlan's headquarters?

BrightPlan is located in Boca Raton, Florida, United States.

Q: Who invested in BrightPlan?

BrightPlan has 7 investors including Riverside Acceleration Capital And Plancorp.

Q: When was the last funding round for BrightPlan?

BrightPlan closed its last funding round on obfuscated from a Venture - Series Unknown round.

Q: How much funding has BrightPlan raised to date?

BrightPlan has raised obfuscated.

Overview

BrightPlan

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+3 more milestones

See more interactive data and historical milestones on desktop for the best experience

About BrightPlan

CB Rank

31644

A global partner with employers to make financial well-being attainable for everyone.

Founded

obfuscation

Private

Venture - Series Unknown

Boca Raton, Florida, United States

11-50

www.brightplan.com

FinTech

Human Resources

Wellness

Funding Rounds

Venture - Series Unknown

OBF

obfuscation

Series B

OBF

obfuscation

Series A

OBF

obfuscation

Key People

Marthin De Beer: Founder and CEO
Past Role: Cisco, SVP, Video & Collaboration Group
Krutarth Shah: Chief Development Officer (CDO)

Details

Legal Name

BrightPlan LLC

Operating Status

Active

Company Type

For Profit

Founders

Marthin De Beer, Robert Wallace

About the Company

BrightPlan's mission is to make financial wellness attainable for everyone. BrightPlan is a generative AI SaaS platform built to deliver robust financial planning for employees, optimizing money management, compensation, and benefits, and provide deep insights for employers to improve productivity, engagement, and talent retention

Contact Email

info@brightplan.com

Predictions & Insights

Growth Insight

See this Growth Insight

BrightPlan is

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to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

BrightPlan Financial Wellness Coach

An AI-powered tool providing employees with real-time, personalized financial guidance accessible 24/7 to support their financial well-being and decision-making.

BrightPlan Total Financial Wellness Platform

A comprehensive digital platform that consolidates employees' financial information and benefits, enabling goal tracking and personalized financial planning at scale.

Research & Development

BrightPlan is

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...

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Venture Round - BrightPlan	1	obfuscated obfuscation	Riverside Acceleration Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - BrightPlan	1	obfuscated obfuscation	Riverside Acceleration Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - BrightPlan	1	obfuscated obfuscation	Riverside Acceleration Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - BrightPlan	1	obfuscated obfuscation	Riverside Acceleration Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - BrightPlan	1	obfuscated obfuscation	Riverside Acceleration Capital	Venture - Series Unknown

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Venture Round - BrightPlan	1	obfuscated obfuscation	Riverside Acceleration Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - BrightPlan	1	obfuscated obfuscation	Riverside Acceleration Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - BrightPlan	1	obfuscated obfuscation	Riverside Acceleration Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - BrightPlan	1	obfuscated obfuscation	Riverside Acceleration Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - BrightPlan	1	obfuscated obfuscation	Riverside Acceleration Capital	Venture - Series Unknown

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Riverside Acceleration Capital	Yes	Venture Round - BrightPlan	Jonathan Drillings
Riverside Acceleration Capital	Yes	Venture Round - BrightPlan	Jonathan Drillings
Riverside Acceleration Capital	Yes	Venture Round - BrightPlan	Jonathan Drillings
Riverside Acceleration Capital	Yes	Venture Round - BrightPlan	Jonathan Drillings
Riverside Acceleration Capital	Yes	Venture Round - BrightPlan	Jonathan Drillings