About BrightPlan
BrightPlan is a Technology company based in San Jose (United States) founded in 2016. It operates as a robo-advisory platform for goal-based portfolio planning is offered. BrightPlan has raised $48.08 million across 5 funding rounds from investors including Fremont Group, The Cynosure Group and Hawk Capital. Its website brightplan.com draws about 21 thousand monthly visits. BrightPlan offers products and services including AI Coach, Digital Platform, and Financial Planners. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity is BrightPlan LLC. Its competitors include Betterment, Stash, Wealthsimple, Wealthfront and Wahed and 3 more; 8 of its 8 listed competitors have raised funding.
Company details
BrightPlan was founded in 2016 in San Jose, United States, within the fintech sector. A robo-advisory platform is provided to users, where goals are input for portfolio planning. User profiling is conducted, followed by automatic portfolio selection, investment, and rebalancing to meet objectives. Access to financial advisors is also facilitated for planning support. Operations focus on automated financial tools tailored to individual needs.
- Headquarters San Jose, United States
- SectorsTechnology
- Phone•••• ••••
- Website brightplan.com
- Social LinkedIn X Facebook Instagram
- Legal Name Brightplan Llc
- Total Equity Funding$48.08M (USD)
in 5 rounds
- InvestorsFremont Group
& 4 more
Products & Services of BrightPlan
BrightPlan offers a comprehensive portfolio of products and services, including AI Coach, Digital Platform, and Financial Planners.
Offers personalized financial guidance for employee wellness.
Provides tools for tracking and managing financial goals.
Delivers human-led advice on investments and benefits.
Funding Insights of BrightPlan
BrightPlan has successfully raised a total of $48.08M across 5 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $48.08M
- Total Rounds 5
- First Round $12M
(May 2019)
- Investors Count 5
All 5 funding rounds of BrightPlan with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2026 | – | Series C | – | ABS Capital | – |
| Jan 2026 | $4.02M | Series B | – | – | – |
| Feb 2024 | $22.47M | Series B | – | – | – |
| Mar 2021 | $9.6M | Series B | – | Fremont Group, The Cynosure Group | |
| May 2019 | $12M | Series B | – | – | – |
5 investors in total: 5 institutional.
Investors in BrightPlan
BrightPlan has secured backing from 5 investors, including venture fund and institutional investors. Prominent investors backing the company include Fremont Group, The Cynosure Group and Hawk Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fremont Group is engaged in private investment management services. | 1980 | fremontgroup.com | San Francisco, United States | |
A diversified investment firm supporting wealth-building for various investors. | – | cynosuregroup.com | Salt Lake City, United States | |
- | – | abscapital.com | - | |
Hawk Capital is engaged in private equity investments. | 2015 | hawkcapital.com | Bala Cynwyd, USA | |
- | – | stillvalleycapitalpartners.com | - |
Investor details for BrightPlan
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of BrightPlan
28 people are tracked at BrightPlan (13 in leadership, 10 in board & advisors, 5 in team).
| Name | Role | Group |
|---|---|---|
James Edwards | Vice President Of Strategic Alliances | Leadership |
Harpreet B. | Senior Director Product Management | Leadership |
Krutarth Shah | Chief Development Officer | Leadership |
Joe Vangsgard | Chief Marketing Officer | Leadership |
Marthin De Beer | Founder & CEO | Leadership |
Joelle Vail | Chief Revenue Officer (cro) | Leadership |
Brian King | Chief Planning Officer | Leadership |
Laurie Strazzullo | Director Of Enterprise Sales | Leadership |
Daniel Lee | Director of Financial Planning and Advice | Leadership |
Larry Robinson | Chief Product Officer | Leadership |
Huey Vo | Chief Technology Officer | Leadership |
Alesha Escalante | Director of Operations | Leadership |
Grace Garry | CFO | Leadership |
George Still Jr. | Board Member | Board & advisors |
Charles Carmel | Investor/board Member | Board & advisors |
Scott Mosko | Advisor | Board & advisors |
Guido Jouret | Advisory Board Member | Board & advisors |
Geoffrey Moore | Advisor | Board & advisors |
Jennifer Pasqualini | Advisor | Board & advisors |
Thomas Wyatt | Advisor | Board & advisors |
8 more people are available in the full profile.
Complete people profiles for BrightPlan
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of BrightPlan
3 dated milestones of BrightPlan across 10 years, from founding to its latest funding, stage changes and deals.
- Founded BrightPlan is founded.
- Funding First funding round of $12.0M.
- Funding Latest funding round, Series C,.
Competitors of BrightPlan
BrightPlan has 8 listed competitors in our database, 8 of them funded. They include Betterment, Stash, Wealthsimple, Wealthfront and Wahed, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| betterment.com | 2010 | New York, United States | $335M | 399 | App-based automated investment and retirement planning platform | |
| stash.com | 2015 | New York, United States | $747.48M | – | Automated investment and robo-advisory services are offered to individuals. | |
| wealthsimple.com | 2014 | Toronto, Canada | $1.29B | 1,251 | Online robo advisory and stock trading services are provided. | |
| wealthfront.com | 2008 | Palo Alto, United States | $204.67M | 200 | Robo-advisory and financial planning services are provided for investments. | |
| wahed.com | 2017 | New York, United States | $95M | – | Shariah-compliant investments and savings are offered to individuals. | |
| sigfig.com | 2011 | San Francisco, United States | $160.75M | – | Investment accounts are linked and portfolios managed online. | |
| joinpogo.com | 2020 | New York, United States | $14.8M | – | Pogo is focused on helping users monetize personal data. | |
| ellevest.com | 2014 | New York, United States | $155.41M | 89 | Automated investment platform for women is provided via mobile app. |
Detailed competitors of BrightPlan
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of BrightPlan
The website of BrightPlan (brightplan.com) receives about 20.7K visits a month.
- Monthly visits20.7K
▼ 8.9% vs previous month
Websites whose visitors overlap most with BrightPlan. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| google.com | 100% | 85.8B | #1 | View details |
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as BrightPlan (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Brightplan
Complete news archive for BrightPlan
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about BrightPlan
BrightPlan was founded in 2016 and raised its 1st funding round 3 years after it was founded.
BrightPlan is headquartered in San Jose, United States. It is registered at San Jose, California, United States.
BrightPlan is a funded company, having raised a total of $48.08M across 5 funding rounds to date. The company's 1st funding round was a Series B of $12M, raised on May 2019.
BrightPlan was founded in 2016 in San Jose, United States, within the fintech sector. A robo-advisory platform is provided to users, where goals are input for portfolio planning. User profiling is conducted, followed by automatic portfolio selection, investment, and rebalancing to meet objectives. Access to financial advisors is also facilitated for planning support. Operations focus on automated financial tools tailored to individual needs.
BrightPlan's top competitors include Betterment, Wealthsimple and Stash.
BrightPlan offers AI Coach, Digital Platform, and Financial Planners.
BrightPlan has 5 investors. Key investors include Fremont Group, The Cynosure Group, Hawk Capital, Still Valley Capital Partners SBA Loan Assistance, and ABS Capital.
BrightPlan operates through Brightplan Llc.