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BrightPlan logo — A leader in Total Financial Wellness. The BrightPlan solutio...

BrightPlan

A leader in Total Financial Wellness. The BrightPlan solution is built to lead all employees to financial success.

Founded 2016 United States Boca Raton, United States 67 employees Series B Total: $34.57M Fintech, Health and Wellness +1

General Information

Company Name BrightPlan
Founded Year 2016
Location United States Boca Raton, United States
Founders / Decision Makers
Team member
Employees 67
Industries Fintech, Health and Wellness, Human Resources
Funding Stage Series B
Social

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About BrightPlan

BrightPlan, founded in 2016 and headquartered in the United States, is a key player in the Fintech, Health and Wellness, and Human Resources sectors. Known for its slogan, "A leader in Total Financial Wellness," the company offers a comprehensive financial wellness platform designed to lead employees to personal financial success at all life stages.

BrightPlan uniquely combines its AI-powered digital platform with expert financial advisors, providing personalized financial and wealth management solutions that integrate seamlessly with employer benefits. The solution addresses various financial domains, such as planning, budgeting, investing, and retirement, contributing to enhanced employee engagement and retention.

Recently, BrightPlan secured a Series B investment with backing from Sovereign’s Capital on 01 March 2024. This investment signals confidence in the company's mission to make financial success attainable for all employees and demonstrates its strong potential for continued growth and innovation in the financial wellness domain.

Business keywords: Financial Wellness, Digital Platform, Fiduciary Excellence, Personal Finance Solutions, AI-Powered Financial Services, Financial Planning, Investment Management, Employee Benefits Integration, Debt Management, Retirement Planning, Wealth Management, Financial Education, Employee Engagement, Talent Retention, Financial Advisors

Services & Products

AI Coach
Digital Platform
Financial Planners
Financial Wellness Programs
Real-time Personalized Guidance

Target Customers

Employers looking to provide financial wellness benefits HR Teams Employees seeking financial advice Enterprise clients

Funding Rounds & Investors (5)

View All
Funding Stage Amount Investors Lead Investors Date
Series B Undisclosed 1
Sovereign’s Capital
01 Mar 2024
Venture Round $22.47M -
09 Feb 2024
Series A $9.50M 4
Cynosure Group Fremont Group Hawk Partners
Cynosure Group, Fremont Group +2
01 Apr 2021
Seed Round $1.50M -
12 Jan 2017
Pre Seed Round $1.10M -
07 Jan 2016

BrightPlan Alternatives & Competitors

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BrightPlan vs
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Your Money Line
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BrightPlan vs
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FAQ About BrightPlan

A leader in Total Financial Wellness. The BrightPlan solution is built to lead all employees to financial success.
BrightPlan was founded in 2016.
BrightPlan is headquartered in Boca Raton, United States.
BrightPlan operates in Fintech, Health and Wellness and Human Resources. Its work centres on Financial Wellness, Digital Platform, Fiduciary Excellence and Personal Finance Solutions. Its customers include Employers looking to provide financial wellness benefits, HR Teams and Employees seeking financial advice.
BrightPlan has approximately 67 employees.
BrightPlan has completed 5 funding rounds, raising a total of $34.57M. The latest funding stage is Series B.
BrightPlan offers: AI Coach, Digital Platform, Financial Planners, Financial Wellness Programs, Real-time Personalized Guidance.
Top alternatives and competitors to BrightPlan include Floatpays, Your Money Line, FinFit, nudge, Kaira Technologies. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
BrightPlan and Floatpays are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for BrightPlan, https://www.bouncewatch.com/company/brightplan, updated 4 August 2025. When citing, please name BounceWatch and link this page.

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