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BrightPlan secures funding from Riverside Acceleration Capital to support global AI expansion and enhance its enterprise distribution.

PRIVATEMar 13, 2026

Round Type

Funding Round

Boca RatonInformation TechnologyFinancial ServicesSoftwareArtificial IntelligenceSaasHuman ResourcesFintechMachine Learning

Investors

Riverside Acceleration Capital

Description

BrightPlan, an AI-powered financial well-being platform, has received new investment to fuel its global expansion. The funding will be directed towards scaling its enterprise distribution and strengthening infrastructure. BrightPlan currently serves over 9.2 million employees. The company focuses on AI-driven financial guidance and innovative workplace wellness solutions.

Company Information

Company

BrightPlan Group

Location

7491 NORTH FEDERAL HWY

Boca Raton, Montana, United States

About

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 with employer benefits.

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

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Verified contactsLaurie S., Head of Enterprise Sales hidden hidden hiddenSee plans and pricing
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BrightPlan Group raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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