COMPANY PROFILE

BrightPlan

The first financial wellness solution certified for fiduciary excellence that is real-time, personalized and integrated with employer benefits

Boca Raton, United StatesFounded 2015Fintech

Valuation $100–250M Last recorded · 2024

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $50–100M Disclosed equity funding

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About BrightPlan

BrightPlan is a financial wellness platform designed to enhance both employer and employee financial success. Operating in the financial services market, BrightPlan serves corporate clients looking to improve their workforce's financial health. The platform offers a comprehensive suite of tools and resources, including digital financial planning, investment advice, and goal-setting features, all certified for fiduciary excellence. BrightPlan's business model revolves around subscription-based services, where companies pay a fee to provide their employees access to the platform. This model ensures a steady revenue stream while delivering value through increased employee productivity, engagement, and retention. By focusing on total financial wellness, BrightPlan helps companies attract and retain top talent, making it a valuable asset in today's competitive job market.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2015
Headquarters: Boca Raton, United States
Employees: 65
Open positions: 1
Dealroom signal: 61.9/100
Industry: Fintech
Sub-industry: Financial Management Solutions
Sector: Fintech, Wealth Management
Business model: SaaS
Client focus: b2b, b2c
Links: Website LinkedIn X

Knowledge graph

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Funding history

7 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
LATE VCOther financing	Mar 2026	$0	—	Riverside Acceleration Capital	↗
EARLY VCOther financing	Feb 2024	$22M	$90M	Undisclosed	↗

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022
2021
2020		—

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Growth signals

BrightPlan website traffic

Latest recorded traffic for BrightPlan is 24K monthly website visits, up 20% over the last three months. BrightPlan's team grew 0% over the past year.

Latest monthly visits24K 3-month web change+20% 1-year team growth0%

Monthly website visitsJun 2018–Jul 2026

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Open positions

Openings linked to this company in Dealroom

Revenue Marketing Manager15466 Los Gatos Blvd, Los Gatos, CA 95032, USA · Marketing & Communication · Aug 25, 2026 Applied AI Engineer (Python + LLM Applications)15466 Los Gatos Blvd, Los Gatos, CA 95032, USA · Data Science & Engineering · Jul 14, 2026

2 distinct openings shownExplore hiring signals →

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Closest operating peers by Dealroom taxonomy

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