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BrightPlan offers a comprehensive Total Financial Wellness platform designed to empower employers in providing best-in-class financial health benefits to their employees. The solution includes an AI…

BrightPlan offers a comprehensive Total Financial Wellness platform designed to empower employers in providing best-in-class financial health benefits to their employees. The solution includes an AI…
Product: Total Financial Wellness platform combining digital planning, generative AI coach, and human financial advisors
Founder & CEO: Marthin De Beer
Employee count: 67
Known funding: $21,600,000 total (most recent 2024-02-21); $9.5M Series A announced Apr 1, 2021
Industry: Financial wellness / Fintech (enterprise employee benefits)
Employee financial wellness and benefits for large employers
2016
Financial wellness; fintech; employee benefits
$9,500,000
Participating investors included Still Capital Partners and HawkPartners
“Raised a $9.5M Series A led by institutional investors (Fremont Group and The Cynosure Group); additional participation from asset/investment firms”
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