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
*********
- Legal Name Brightplan Llc
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Annual Revenue
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Net Profit
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EBITDA
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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
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers personalized financial guidance for employee wellness.
Provides tools for tracking and managing financial goals.
Delivers human-led advice on investments and benefits.
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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.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Series B — $4.0M
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First Round
First Round
(01 May 2019)
- Investors Count 4
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2026 | Amount | Series B - BrightPlan | Valuation |
investors |
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| Feb, 2024 | Amount | Series B - BrightPlan | Valuation |
investors |
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| Mar, 2021 | Amount | Series B - BrightPlan | Valuation | Fremont Group , The Cynosure Group |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Fremont Group is engaged in private investment management services.
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Founded Year | Domain | Location | |
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A diversified investment firm supporting wealth-building for various investors.
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Founded Year | Domain | Location | |
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Hawk Capital is engaged in private equity investments.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by BrightPlan
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - BrightPlan
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Brightplan Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
App-based automated investment and retirement planning platform
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| domain | founded_year | HQ Location |
Automated investment and robo-advisory services are offered to individuals.
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| domain | founded_year | HQ Location |
Online robo advisory and stock trading services are provided.
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| domain | founded_year | HQ Location |
Robo-advisory and financial planning services are provided for investments.
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| domain | founded_year | HQ Location |
Shariah-compliant investments and savings are offered to individuals.
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| domain | founded_year | HQ Location |
Investment accounts are linked and portfolios managed online.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Brightplan
Frequently Asked Questions about BrightPlan
When was BrightPlan founded?
BrightPlan was founded in 2016 and raised its 1st funding round 3 years after it was founded.
Where is BrightPlan located?
BrightPlan is headquartered in San Jose, United States. It is registered at San Jose, California, United States.
Is BrightPlan a funded company?
BrightPlan is a funded company, having raised a total of $48.08M across 4 funding rounds to date. The company's 1st funding round was a Series B of $9.6M, raised on May 01, 2019.
What does BrightPlan do?
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.
Who are the top competitors of BrightPlan?
BrightPlan's top competitors include Betterment, Wealthsimple and Stash.
What products or services does BrightPlan offer?
BrightPlan offers AI Coach, Digital Platform, and Financial Planners.
Who are BrightPlan's investors?
BrightPlan has 4 investors. Key investors include Fremont Group, The Cynosure Group, Hawk Capital, and Still Valley Capital Partners SBA Loan Assistance.