BrightPlan Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Private

  • Employees
  • 50

Employees

  • Latest Deal Type
  • Series C

  • Latest Deal Amount
  • $13.8M

  • Investors
  • 8

BrightPlan General Information

Description

Developer of a financial wellness platform designed to offer financial coaching, employer benefit guidance, and workforce insights for employers and employees. The company offers a digital platform featuring an artificial intelligence coach, access to financial planners, retirement modeling tools, debt management systems, equity compensation planning, and employer benefit integration, enabling enterprises to reduce workforce financial stress and improve productivity through personalized guidance.

Contact Information

Website
www.brightplan.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 7491 North Federal Highway
  • Suite C5-302
  • Boca Raton, FL 33487
  • United States
+1 (855)
Primary Industry
Other Financial Services
Other Industries
Financial Software
Vertical(s)
HR Tech, SaaS, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 7491 North Federal Highway
  • Suite C5-302
  • Boca Raton, FL 33487
  • United States
+1 (855)

BrightPlan Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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BrightPlan Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
7. Later Stage VC (Series C) 03-Sep-2026 $13.8M Completed Generating Revenue
6. Later Stage VC (Series B) 20-Jan-2026 Completed Generating Revenue
5. Secondary Transaction - Private Completed Generating Revenue
4. Later Stage VC (Series B) 02-Apr-2025 Completed Generating Revenue
3. Later Stage VC (Series A) 17-Mar-2021 Completed Generating Revenue
2. Seed Round 12-Jan-2017 $1.5M $2.6M Completed Startup
1. Seed Round 07-Jan-2016 $1.1M $1.1M Completed Startup
To view BrightPlan’s complete valuation and funding history, request access »

BrightPlan Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series C
Series B2
Series B1
Series B
Series A2
Series A1 14,053,012 $0.000100 6% $0.93 $0.93 1x $0.93 11.09%
Series A 8,334,073 $0.000100 6% $1.15 $1.15 1x $1.15 6.58%
To view BrightPlan’s complete cap table history, request access »

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BrightPlan Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial wellness platform designed to offer financial coaching, employer benefit guidance, and workforc
Other Financial Services
Boca Raton, FL
50 As of 2024

West Hollywood, CA
 

Culver City, CA
 
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BrightPlan Competitors (56)

One of BrightPlan’s 56 competitors is Northstar Investment Advisory, a Formerly VC-backed company based in West Hollywood, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Northstar Investment Advisory Formerly VC-backed West Hollywood, CA
Altruist Venture Capital-Backed Culver City, CA
eMoney Advisor Corporate Backed or Acquired Radnor, PA
FNZ Group Private Equity-Backed Edinburgh, United Kingdom
Kyriba Private Equity-Backed San Diego, CA
You’re viewing 5 of 56 competitors. Get the full list »

BrightPlan Patents

  • 21

    Total Documents Applications and Grants

  • Total Patents Families

  • 16

    Granted

  • 3

    Pending

  • Expiring in next 12 mo

BrightPlan Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20260030679-A1 Artificially intelligent systems and methods for financial coaching Pending 29-Jul-2024
WO-2026030227-A1 Artificially intelligent systems and methods for financial coaching Pending 29-Jul-2024
US-12794862-B2 Artificially intelligent financial wellness Active 21-Jun-2019
US-20240372840-A1 Artificially intelligent financial wellness Active 21-Jun-2019
US-11509634-B2 Secure messaging systems and methods Active 21-Jun-2019 G06Q40/04
To view BrightPlan’s complete patent history, request access »

BrightPlan Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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BrightPlan Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds
Palo Alto Venture Partners Venture Capital Minority
Plancorp PE-Backed Company Minority
Sovereign's Capital Asset Manager Minority
Fremont Group Family Office Minority
Hawk Partners Venture Capital Minority
You’re viewing 5 of 8 investors. Get the full list »

BrightPlan Investments (1)

BrightPlan’s most recent deal was a PE Growth/Expansion with Plancorp for . The deal was made on 25-May-2017.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Plancorp 25-May-2017 PE Growth/Expansion Asset Management
To view BrightPlan’s complete investments history, request access »

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BrightPlan FAQs

  • When was BrightPlan founded?

    BrightPlan was founded in 2016.

  • Where is BrightPlan headquartered?

    BrightPlan is headquartered in Boca Raton, FL.

  • What is the size of BrightPlan?

    BrightPlan has 50 total employees.

  • What industry is BrightPlan in?

    BrightPlan’s primary industry is Other Financial Services.

  • Is BrightPlan a private or public company?

    BrightPlan is a Private company.

  • What is the current valuation of BrightPlan?

    The current valuation of BrightPlan is .

  • What is BrightPlan’s current revenue?

    The current revenue for BrightPlan is .

  • How much funding has BrightPlan raised over time?

    BrightPlan has raised $52.4M.

  • Who are BrightPlan’s investors?

    Palo Alto Venture Partners, Plancorp, Sovereign's Capital, Fremont Group, and Hawk Partners are 5 of 8 investors who have invested in BrightPlan.

  • Who are BrightPlan’s competitors?

    Northstar Investment Advisory, Altruist, eMoney Advisor, FNZ Group, and Kyriba are some of the 56 competitors of BrightPlan.

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