BrightPlan

SoftwareSeries CBoca Raton, USbrightplan.com

Latest round

Series C

Last raised

Sep 2026

Total raised

$23M

Investors

5

About BrightPlan

Based in California, US, and founded in 2016 by CEO Marthin De Beer, BrightPlan LLC operates as a provider of digital and human investment advice to help employees improve their financial health and planning. The company provides a wide range of financial wellness services, such as personalized financial plans, digital coaching, investment advice, retirement planning, and emergency savings tools. Additionally, the firm also provides services such as employee benefit optimization, DE&I initiatives, and productivity enhancement solutions.

Who invested in BrightPlan

5 investors across 2 rounds

See all investors in BrightPlan

Sign up free to see every VC on the cap table, the rounds they joined, and how much each round raised.

Funding rounds

  1. Series C

    Sep 3, 2026

    Amount

    $14M

    Investors

    Locked

  2. Series A

    Mar 19, 2021

    Amount

    $9.6M

    Investors

    Locked

Questions about BrightPlan

Who invested in BrightPlan?

BrightPlan has 5 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has BrightPlan raised?

BrightPlan has raised 2 venture rounds. Sign up free to see how much each round raised and the total.

When did BrightPlan last raise money?

BrightPlan's most recent round on record is a Series C, in Sep 2026.

What does BrightPlan do?

Based in California, US, and founded in 2016 by CEO Marthin De Beer, BrightPlan LLC operates as a provider of digital and human investment advice to help employees improve their financial health and planning.

Where is BrightPlan headquartered?

BrightPlan is headquartered in Boca Raton, US.

Which VCs invest in companies like BrightPlan?

Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at BrightPlan's stage. Their profiles are linked below.

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