BrightPlan
PrivateLast Round
Series B
Feb 9, 2024
Total Funding Raised
$44M
Company Overview
BrightPlan is a fintech company that provides a global financial wellness platform designed for employers to offer to their employees, featuring AI-driven coaching, financial planning, and education.
Sector
FinTech
Verticals
HR, Personal Finance, Wealth Management
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
BrightPlan Comps
Public and private peers based on sector, stage, and business model.
BrightPlan Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Feb 9, 2024 | ||||
| Series A | Apr 1, 2021 | ||||
| Series B | May 1, 2019 |
Key People
Founding team and executive leadership
BrightPlan Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Fremont Group | Series A |
| The Cynosure Group | Series B, Series A |
| Still Capital Partners | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 2, 2026
Launched a new website featuring a modern financial wellness platform.
- Jan 30, 2026
Added Sitedelinhares as a new customer.
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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Frequently Asked Questions
Common questions about BrightPlan's valuation, stock price, and market status.
