BrightPlan Group
BOCA RATON, Florida · Artificial Intelligence, Financial Services, Fintech
BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated
Key facts
- Headquarters
- BOCA RATON, Florida
- Employees
- 64
- Industries
- Artificial Intelligence, Financial Services, Fintech
- Status
- Private
- Website
- brightplan.com
- Company page
Recent activity at BrightPlan Group
- : BrightPlan secures Series C funding to accelerate growth, led by ABS Capital Partners. The funding will support its AI-First financial wellness platform, which has seen over 230% revenue growth in the past three years.
- : BrightPlan secures funding from Riverside Acceleration Capital to support global AI expansion and enhance its enterprise distribution.
- : BrightPlan Group
- : BrightPlan Group
- : BrightPlan Group, Inc.
BrightPlan Group funding history
| Date | Round | Amount |
|---|---|---|
| Sep 2026 | Series C | $13.8M |
| Mar 2026 | Funding Round | Undisclosed |
| Jan 2026 | Venture | $4.0M |
| Feb 2024 | Venture | $22.5M |
| May 2021 | Venture | $9.6M |
Leadership
- Larry Robinson, Director
- Alesha Escalante, Director
- Joe Vangsgard, Chief Marketing Officer
- Laurie Strazzullo, Head of Enterprise Sales
- Rachel Roop, VP of Sales
- Marthin De Beer, Founder
- George Still, Jr., Director
- Christopher Kerckhoff, Director
- David Covin, Director
- Charles Carmel, Director
- Marthin De Beer, Executive Officer
- George Still, Jr., Director
Verified email and direct lines for BrightPlan Group’s decision-makers are on Fundz. See plans
BrightPlan Group in the news
- BrightPlan Surpasses 9.2 Million Employees Globally, Expands Enterprise Growth and AI Leadership - PR Newswire (Mar 12, 2026)
- BrightPlan Fuels Next Chapter of Growth with Series C Funding Led by ABS Capital Partners - AI Insider (Sep 09, 2026)
- Brandon Hall Group Publishes New Bellwether Report on the Future of Financial Wellness - GlobeNewswire (Sep 15, 2026)
- Employees’ Financial Stress Is Costing Employers Billions - SHRM (Jun 07, 2024)
- Most people can’t answer all 5 of these basic financial literacy questions. Can you? - Fast Company (May 24, 2022)
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About BrightPlan Group: questions and answers
What does BrightPlan Group do?
BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated
Where is BrightPlan Group headquartered?
BrightPlan Group is headquartered in BOCA RATON, Florida.
How many employees does BrightPlan Group have?
BrightPlan Group has about 64 employees.
Has BrightPlan Group raised funding?
Yes. Fundz has recorded 5 funding events for BrightPlan Group. The most recent, Series C of $13.8M, was in Sep 2026.
Who leads BrightPlan Group?
Marthin De Beer is a Founder at BrightPlan Group.
What is the latest news on BrightPlan Group?
On Sep 08, 2026, BrightPlan secures Series C funding to accelerate growth, led by ABS Capital Partners. The funding will support its AI-First financial wellness platform, which has seen over 230% revenue growth in the past three years.
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy