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BrightPlan

3 Disclosed Funding Rounds $11,200,000

0 Participating Investments


Wealth Management, Wellness, FinTech

BrightPlan provides Total Financial Wellness for all employees by creating a plan to achieve their financial goals.

San Jose, California, United States, North America (US)

Organizations in San Jose in Wealth Management,
Organizations in San Jose in Wellness,
Organizations in San Jose in FinTech,
Organizations in California in Wealth Management,
Organizations in California in Wellness,
Organizations in California in FinTech,
Organizations in United States in Wealth Management,
Organizations in United States in Wellness,
Organizations in United States in FinTech,
Organizations in North America in Wealth Management,
Organizations in North America in Wellness,
Organizations in North America in FinTech

Investors in San Jose in Wealth Management,
Investors in San Jose in Wellness,
Investors in San Jose in FinTech,
Investors in California in Wealth Management,
Investors in California in Wellness,
Investors in California in FinTech,
Investors in United States in Wealth Management,
Investors in United States in Wellness,
Investors in United States in FinTech,
Investors in North America in Wealth Management,
Investors in North America in Wellness,
Investors in North America in FinTech

Silicon Valley (0 Investors) (0 Startups), West Coast (0 Investors) (0 Startups), Western US (0 Investors) (0 Startups), San Francisco Bay Area (0 Investors) (0 Startups)

Founded date 01, 2016

Founders Robert Wallace, Marthin De Beer

Operating Status Active

Funding Stage Early Stage Venture

Last Funding Type Series A

Company Type For Profit


Facebook Link

Twitter Link

LinkedIN Link

Wikipedia Link

BrightPlan's mission is to make financial wellness attainable for everyone. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is realtime, personalized and integrated with employer benefits.

Date Round Raised Lead
April, 01, 2021 Series A $9,500,000 The Cynosure Group, Fremont Group
June, 12, 2019 Series B $12,000,000 -------
January, 07, 2016 Pre-Seed $1,100,000 -------

BrightPlan Investors (5)

Investor Lead? Round Participating Raise Date Partners
Promod Haque No Series A $9,500,000 April, 01, 2021 -------
The Cynosure Group Yes Series A $9,500,000 April, 01, 2021 -------
Still Capital Partners No Series A $9,500,000 April, 01, 2021 -------
Hawk Partners No Series A $9,500,000 April, 01, 2021 -------
Fremont Group Yes Series A $9,500,000 April, 01, 2021 -------