BrightPlan is a leader in Total Financial Wellness. The company is the first financial wellness solution certified for fiduciary excellence. BrightPlan provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer benefits. Its unique combination of digital platform and human advisors supports employee personal financial goals at every stage of life, helping enterprises to better attract, retain and engage talent.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 04/01/21 | $9,500,000 | Series A |
Cynosure Group Fremont Group Hawk Capital Partners Still Capital Partners | undisclosed |
