# BrightPlan

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/brightplan

- Industry: Software
- Headquarters: Boca Raton, US
- Website: www.brightplan.com/
- Total disclosed funding: $23M
- Latest round: Series C (Sep 3, 2026)
- Investors on record: 5

## About

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. In September 2026, BrightPlan LLC raised an undisclosed amount of series C funding led by ABS Capital Partners. 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. The company will use the September 2026 funding to drive AI innovation, expand enterprise partnerships, and strengthen global advisory services, reinforcing its financial wellness leadership.

## Funding rounds

- Series C, Sep 3, 2026, $14M — ABS Capital Partners
- Series A, Mar 19, 2021, $9.6M — HawkPartners, The Cynosure Group, Fremont Group, Still Capital Partners

## Investors

- HawkPartners — Series A
- The Cynosure Group (https://capitalatlas.ai/funds/the-cynosure-group) — Series A
- Fremont Group (https://capitalatlas.ai/funds/fremont-group) — Series A
- Still Capital Partners — Series A
- ABS Capital Partners (https://capitalatlas.ai/funds/abs-capital-partners) — Series C