About BrightPlan
BrightPlan is a company based in San Jose (United States) founded in 2016. BrightPlan has raised $48.08 million across 4 funding rounds from investors including Fremont Group, The Cynosure Group and Hawk Capital. BrightPlan offers products and services including AI Coach, Digital Platform, and Financial Planners. BrightPlan operates in a competitive market with competitors including Betterment, Stash, Wealthsimple, Wealthfront and Wahed, among others.
- Headquarter San Jose, United States
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Brightplan Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$48.08 M (USD)
in 4 rounds
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Latest Funding Round
$4.02 M (USD), Series B
Jan 05, 2026
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Investors
Fremont Group
& 3 more
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Employee Count
Not available
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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.
People of BrightPlan
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Funding Insights of BrightPlan
BrightPlan has successfully raised a total of $48.08M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $4.02 million completed in January 2026. 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.
Investors in BrightPlan
BrightPlan has secured backing from 4 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 |
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Fremont Group is engaged in private investment management services.
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A diversified investment firm supporting wealth-building for various investors.
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Hawk Capital is engaged in private equity investments.
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Investor details for BrightPlan
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- Investor locations
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Investments & Acquisitions by BrightPlan
Investment portfolio details for BrightPlan
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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Financial Statements - BrightPlan
Detailed financials for BrightPlan
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- Profit trends
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Brightplan Comparisons
Peer comparison for BrightPlan
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
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Competitors of BrightPlan
BrightPlan operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Betterment, Stash, Wealthsimple, Wealthfront and Wahed, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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App-based automated investment and retirement planning platform
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Automated investment and robo-advisory services are offered to individuals.
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Online robo advisory and stock trading services are provided.
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Robo-advisory and financial planning services are provided for investments.
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Shariah-compliant investments and savings are offered to individuals.
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Investment accounts are linked and portfolios managed online.
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Detailed competitors of BrightPlan
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Latest news on Brightplan
Complete news archive for BrightPlan
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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 4 funding rounds to date.
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 4 investors. Key investors include Fremont Group, The Cynosure Group, Hawk Capital, and Still Valley Capital Partners SBA Loan Assistance.