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

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