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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Team — not yet on record
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