BrightPlan is a San Jose, CA–based total financial wellness company offering a real-time, personalized platform for employees that integrates with employer benefits. Its solution combines a digital platform with human advisors to support employee personal financial goals at every stage of life. The platform is designed to help enterprises attract, retain and engage talent. The company is led by founder and CEO Marthin De Beer. BrightPlan intends to use new funding for expansion and continued product innovation. On 02/04/2021 it closed a $9.5M Series A financing, strengthening its position to grow the platform and services.

Total raised

$10M

Funding rounds

1

Latest round

Series A

Latest activity

Apr 2021