B

BrightPlan

62 employees

BrightPlan provides Total Financial Wellness for all employees by creating a plan to achieve their financial goals.

Basic info

Industry

human resources services

Sectors

Wealth Management
FinTech
Wellness
Asset Management
Financial Planning
Human Resources
Investment Management
Financial Advice

Date founded

2015

Funding rounds raised

Total raised

$9.5M

from 2 investors over 2 rounds

B

BrightPlan raised $9.5M on April 1, 2021

Investors: Fremont Group and The Cynosure Group

FAQ