BrightPlan Overview

Founded 2016
Status Private
Latest Deal Type Series B
Latest Deal Amount $12M
Latest Deal Amount

BrightPlan General Information


Developer of an investment planning platform created to simplify financial planning and wealth management.The company's planning platform offers lifestyle and financial content, interactive planning tools, automated portfolio selection and investing, account rebalancing and monthly plan contributions, enabling employees to easily plan and achieve their financial goals.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Primary Office
  • 75 East Santa Clara
  • Suite 05-144
  • San Jose, CA 95113
  • United States
+1 (408) 000-0000
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BrightPlan Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Early Stage VC (Series B) 01-May-2019 $12M 0000 Completed Generating Revenue
1. Early Stage VC 0000 0000 Completed Generating Revenue

BrightPlan Executive Team (11)

Name Title Board Seat Contact Info
Sayed Darwish Chief Compliance & Legal Officer
Krutarth Shah Chief Development Officer
Neha Mirchandani Chief Marketing Officer
Jennifer Pasqualini Advisory Board Member
Larry Robinson Chief Product Officer

2 Former Executives

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