
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 Coach for real-time, personalized financial guidance, a digital platform for employees to access their total financial information and track goals, and access to in-country financial planners who act in the employees' best interests. The platform aims to attract and retain talent, improve employee experience and engagement, and provide employers with actionable insights. BrightPlan is a trademark of BrightPlan LLC and is an SEC-registered investment adviser.

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 Coach for real-time, personalized financial guidance, a digital platform for employees to access their total financial information and track goals, and access to in-country financial planners who act in the employees' best interests. The platform aims to attract and retain talent, improve employee experience and engagement, and provide employers with actionable insights. BrightPlan is a trademark of BrightPlan LLC and is an SEC-registered investment adviser.
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”