BrightPlan: Funding, Investors & Team (Sep 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 $32.0M across 3 funding rounds on record, the most recent an undisclosed round announced in Mar 2026.
BrightPlan Company Profile and Key Stats
Latest funding round on record: Mar 2026.
BrightPlan Funding Rounds
1 of 3 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.
BrightPlan Founders and Leadership Team
Contact details for the BrightPlan team: 1 of 1 has an email address on file.
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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 $32.0M across 3 rounds on record.
When did BrightPlan last raise funding?
BrightPlan's most recent funding round on record was announced in Mar 2026. The amount was not disclosed.
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.
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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