Boca Raton, FL · Founded 2016 · Privately Held (backing)
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 based in Boca Raton, FL and was founded in 2016. Its last reported valuation was $86 million in Apr 2025. It has raised $38.7 million.
Last reported valuation
$86.0M
Oct 2026
Priced at
—
Total raised
$38.7M
Last round
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Cap table — not yet on record
BrightPlan's share-class structure hasn't surfaced in our sources yet. Cap tables are assembled from certificates of incorporation, round filings, and disclosures as they land.
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·Watch BrightPlan: the Monday email on marks, rounds and moves
