BrightPlan: Funding, Investors & Team (Oct 2026)
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.
BrightPlan has raised $45.8M across 4 funding rounds on record, the most recent a Series C of $13.8M announced in Sep 2026.
That round is above the $5.0M median round size for Administrative Services companies tracked on FundedIQ over the last two years.
BrightPlan Company Profile and Key Stats
Latest funding round on record: Sep 2026.
BrightPlan Funding Rounds
1 of 4 rounds was announced without a disclosed amount and is excluded from the total.
BrightPlan raised $9.5M in a Series A announced in Apr 2021.
2.8 years later, an undisclosed round of $22.5M was announced in Feb 2024.
2.1 years later, an undisclosed round was announced in Mar 2026 with no disclosed amount.
6 months later, a Series C of $13.8M was announced in Sep 2026.
BrightPlan Investors
8 investors are recorded in total; the 5 named above are those the record identifies.
BrightPlan Founders and Leadership Team
Contact details for the BrightPlan team: 2 of 2 have an email address on file, 2 have a LinkedIn profile.
Start 14-day free trial →BrightPlan Funding Compared to Other Administrative Services Startups
BrightPlan's latest round of $13.8M is above the median round in Administrative Services. Medians cover the last 24 months of disclosed rounds.
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BrightPlan Funding FAQs
What does BrightPlan do?
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.
How much funding has BrightPlan raised?
BrightPlan has raised $45.8M across 4 rounds on record. The most recent is a Series C of $13.8M announced in Sep 2026.
When did BrightPlan last raise funding?
BrightPlan's most recent funding round on record is a Series C of $13.8M, announced in Sep 2026.
Who has invested in BrightPlan?
Investors on record for BrightPlan include Riverside Acceleration Capital, Sovereign’s Capital, ABS Capital Partners, The Cynosure Group, Fremont Group. FundedIQ records 8 investors in total.
Who founded BrightPlan?
FundedIQ lists Marthin De Beer (Founder) at BrightPlan.
Where is BrightPlan headquartered?
BrightPlan is based in San Jose, California, United States.
How many employees does BrightPlan have?
BrightPlan is in the 51-100 employee band.
When was BrightPlan founded?
BrightPlan was founded in 2016.
How does BrightPlan's funding compare to other Administrative Services startups?
BrightPlan's latest round of $13.8M is above the $5.0M median round size for Administrative Services companies on FundedIQ across 1,897 tracked companies over the last two years.
About FundedIQ's BrightPlan Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for BrightPlan is left off this page rather than filled in.
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