BrightPlan key facts
as of Oct 2026- Developer of a global financial wellness platform designed to provide generative artificial intelligence-driven financial coaching, education, planning, employer benefit guidance, and workforce…
- BrightPlan is valued at approximately $86.0M as of Oct 2026 (last reported valuation).
- It has raised $38.7M; the latest was Later Stage VC ($4.0M) in Jan 2026.
- Notable investors include Sovereign's Capital, Andra Capital, Fremont Group, Hawk Partners, Palo Alto Venture Partners — 10 tracked in total.
- Status: Privately Held (backing).
BrightPlan's last reported valuation, Apr 2025. Nothing priced has surfaced since.
- ·Watch BrightPlan: the Monday email on marks, rounds and moves
BrightPlan funding rounds
No funding rounds for BrightPlan are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
BrightPlan valuation
BrightPlan's last reported valuation was $86 million in Apr 2025. No priced round, secondary trade or fund mark has surfaced since.
BrightPlan investors
10 investors are on record for BrightPlan, including Sovereign's Capital, Andra Capital, Fremont Group and Hawk Partners.
About BrightPlan
Developer of a global financial wellness platform designed to provide generative artificial intelligence-driven financial coaching, education, planning, employer benefit guidance, and workforce insights for employers and employees. The company's platform is integrated with employer benefits through education, financial planning, investment advice, and comprehensive personal financial management, enabling employees to achieve financial success at every stage of life.
- Sector
- Financial Services
- HQ
- Boca Raton, FL, United States
- Founded
- 2016
- Employees
- 50
- Website
- brightplan.com/
- Ownership
- Privately Held (backing)
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