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BrightPlan Group reported raising $13.8 Million in an initial SEC Form D filing, from an offering of $20 Million

PRIVATESep 08, 2026$13.8M of $20M raised

Amount Raised

$13.8 Million

$13.8 Million sold, per SEC Form D (first sale Sep 3, 2026)
Also in a company press release (Sep 8, 2026)

Round Type

Series C

Boca RatonInformation TechnologyFinancial ServicesSoftwareArtificial IntelligenceHuman ResourcesFintechMachine LearningSaaS

Investors

ABS Capital Partners

Description

BrightPlan announced the first closing of its Series C funding round, led by ABS Capital Partners. This financing will aid in the company's next phase of growth as it expands its AI-powered financial wellness platform. BrightPlan has achieved remarkable growth, serving over 10 million employees across more than 50 countries. The funding will enable accelerated innovation and solidify BrightPlan's leadership position in the market.

Quick answer

BrightPlan Group raised $13.8 Million in a Series C round, dated September 8, 2026. Investors: ABS Capital Partners. BrightPlan Group is based in Boca Raton, Florida, United States.

How much did BrightPlan Group raise?
BrightPlan Group raised $13.8 Million in a Series C round on September 8, 2026.
Who invested in BrightPlan Group?
ABS Capital Partners is named as investors in this round.
What does BrightPlan Group do?
BrightPlan is a leader in Total Financial Wellness.
Where is BrightPlan Group based and how big is it?
BrightPlan Group is based in Boca Raton, Florida, United States. Fundz records about 64 employees.
Who are the decision-makers at BrightPlan Group?
Fundz holds 4 contacts at BrightPlan Group, including the Head of Enterprise Sales. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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.

  • MAVI raised $4M (Seed) on September 30, 2026.
  • F2 raised $5M on September 28, 2026.
  • Moneyball.ai raised an undisclosed amount (Pre-Seed) on September 9, 2026.
  • Stirling raised $2.3M (Seed) on August 13, 2026.
  • Rulen raised $2M (Seed) on October 21, 2026.
  • Fragment raised $12M (Series A) on October 14, 2026.

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

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Company Information

Company

BrightPlan Group

Location

7491 NORTH FEDERAL HWY

Boca Raton, Florida, 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.

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Related People

4 contacts
Verified contactsLaurie S., Head of Enterprise Sales hidden hidden hiddenSee plans and pricing
Predictive Intelligence
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ML-powered predictions for BrightPlan Group's next move

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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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