BrightPlan

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

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Total raised

$38.7M

Last round

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How much has BrightPlan raised?

$38.7Macross 0 recorded rounds

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BrightPlan investors

10 investors are on record for BrightPlan, including Sovereign's Capital, Andra Capital, Fremont Group and Hawk Partners.

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Frequently asked about BrightPlan

How much has BrightPlan raised?: BrightPlan has raised $38.7M in total across 0 recorded funding rounds.