Key facts
- BrightPlan’s last known valuation is $86.0M (Apr 2025).
- It has raised $38.7M; the latest was Later Stage VC ($4.0M) in Jan 2026.
- Notable investors include Sovereign's Capital, Andra Capital, Fremont Group, Hawk Partners, Palo Alto Venture Partners — 10 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 10 names
- ·Watchlist + deal alerts for BrightPlan
- ·The full record, as it builds
Funding rounds
No funding rounds for BrightPlan are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About BrightPlan
Developer of a global financial wellness platform designed to provide generative artificial intelligence-driven financial coaching, education, planning, employer benefit guidance, and workforce insights for employers and employees. The company's platform is integrated with employer benefits through education, financial planning, investment advice, and comprehensive personal financial management, enabling employees to achieve financial success at every stage of life.
- Sector
- Financial Services
- HQ
- Boca Raton, FL, United States
- Founded
- 2016
- Employees
- 50
- Website
- brightplan.com/
- Ownership
- Privately Held (backing)
BrightPlan doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in BrightPlan shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on BrightPlan in its N-PORT filings yet. We sweep new filings monthly.