Your Source for Venture Capital and Private Equity Financings

VC-funded Company:

BrightPlan
15466 Los Gatos Blvd , #109-367
Los Gatos, CA 95032
Phone: 408-933-6188
https://www.brightplan.com/

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.

Key Contact
Name
Marthin De Beer
Title
Founder & CEO
Funding Events

Date
Amount
Type
Investors
Valuation
04/01/21 $9,500,000 Series A Cynosure Group
Fremont Group
Hawk Capital Partners
Still Capital Partners
undisclosed


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