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BrightPlan
Fintech · Los Gatos, United States · Founded 2015
The first financial wellness solution certified for fiduciary excellence that is real-time, personalized and integrated with employer benefits MoreLess
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.
Keywords: financial wellness, employee productivity, fiduciary excellence, digital platform, investment advice, goal-setting, corporate clients, subscription-based, talent retention, financial planning.
Company overview
BrightPlan company information
The essential company record, classifications and operating signals in one place.
- Status
- Operational
- Founded
- 2015
- Headquarters
- Los Gatos, United States
- Employees
- 65
- Open positions
- 1
- Dealroom signal
- 61.9
Valuation & funding
BrightPlan funding history
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 | ↗ |
| LATE VCOther financing | Sep 2022 | $25M | $100M | The Cynosure Group · Palo Alto Venture Partners · Fremont Group | — |
| SERIES AOther financing | Apr 2021 | $9.5M | $38M | HawkPartners · The Cynosure Group · Still Capital Partner · Fremont Group | — |
| SEEDOther financing | Jan 2017 | $1.5M | $6M | Undisclosed | — |
| SEEDOther financing | Jun 2016 | Undisclosed | — | ||
| SEEDOther financing | Jan 2016 | Undisclosed | — |
Financials
Revenue and workforce over time
Available revenue and workforce history. Fields without reported data are omitted.
| Year | Revenue | Growth | Employees |
|---|---|---|---|
| 2026 | $7.4M | 0% | 65 |
| 2025 | $7.4M | 0% | 65 |
| 2024 | $7.4M | 0% | 60 |
| 2023 | $7.4M | 0% | 54 |
| 2022 | $7.4M | +7.3% | 62 |
| 2021 | $6.9M | +60% | 53 |
| 2020 | $4.3M | — | 44 |
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.
Hiring
Open positions at BrightPlan
Current openings linked to this company in Dealroom.
Comparisons
BrightPlan compared with similar companies
Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.
Talent graph
BrightPlan's talent
Source: Dealroom Talent Intelligence.
Investors
6 investors on BrightPlan's cap table
Sourced from Dealroom's funding and investor records.
Global footprint
Where BrightPlan has talent and traffic
team presence
In the news
Latest news about BrightPlan
Recent press, funding announcements, and product moves mentioning BrightPlan — open to read from the original sources.
Market sentiment
What the market is saying about BrightPlan
An AI-synthesized read of the highest-engagement posts about BrightPlan on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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