Amount Raised
$9.5 Million
Round Type
Series A
Boca RatonInformation TechnologyFinancial ServicesSoftwareArtificial IntelligenceHuman ResourcesFintechMachine LearningSaaSDescription
BrightPlan, a leader in Total Financial Wellness, today announced that it has closed a $9.5 million Series A funding round led by the Fremont Group and the Cynosure Group, and joined by Still Capital Partners and Hawk Partners. The investment comes on the heels of a year of strong growth for the company, which saw a nearly fivefold increase in annual recurring revenue awarded and several new enterprise customers in 2020, including Genesys and Rubrik. As part of the investment, George Still, Jr., a well-known tech investor and board member for Workday, joins the BrightPlan Group, Inc. board of directors
Who else raised in Financial Services and Human Resources around the same time
Companies in the same sectors as BrightPlan Group that raised within 45 days of this round, from Fundz verified event records.
Who to call at BrightPlan Group, and when
A new round usually means BrightPlan Group is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day BrightPlan Group raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at BrightPlan Group, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at BrightPlan Group. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment BrightPlan Group raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Funding Insights
What this usually meansBrightPlan Group raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.