BrightPlan
PrivateLast Round
Series C
Sep 8, 2026
Total Funding Raised
$69M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
BrightPlan is a financial technology company that provides a global financial wellness platform for enterprises, featuring AI-driven coaching, financial planning, and education for employees.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, HR
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
BrightPlan Comparables
Compare BrightPlan with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| LearnLux | 92% | |
| Your Money Line | 88% | |
| Financial Finesse | 86% | |
BrightPlan Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Sep 8, 2026 | ||||
| VC Round | Mar 12, 2026 | ||||
| Series B | Feb 9, 2024 | ||||
| Series A | Apr 1, 2021 | ||||
| Series B | May 1, 2019 | ||||
Series A | May 25, 2017 |
Key People
Founding team and executive leadership
BrightPlan Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Riverside Acceleration Capital | VC Round |
| Fremont Group | Series A |
| The Cynosure Group | Series B, Series A |
| ABS Capital Partners | Series C |
| Still Capital Partners | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 8, 2026
Raised Series C round led by ABS Capital Partners.
- Mar 12, 2026
Funding round led by Riverside Acceleration Capital.
BrightPlan Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |