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Founded Year



Series D | Alive

Total Raised


Last Raised

$22.47M | 4 days ago

About BrightPlan

BrightPlan provides personal finance solutions that include a digital platform and financial advisors, providing services such as financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer. BrightPlan primarily sells to businesses, providing them with a dashboard that offers insights into the financial well-being of their employees. The company was founded in 2015 and is based in San Francisco, California.

Headquarters Location

236 West Portal Avenue Suite 309

San Francisco, California, 94127,

United States

408-933 6188


BrightPlan's Product Videos

BrightPlan's Products & Differentiators

    BrightPlan Total Financial Wellness

    • The solution is organized around 4 key pillars: o LEARN: Comprehensive library of content packaged in a simple and intuitive way, such as live & on-demand videos. o PLAN: Goals-based comprehensive financial planning, including retirement, debt payoff, education planning, insurance, tax, and estate planning. o INVEST: Easy-to-understand investment analysis & advice, BrightPlan-managed auto investment account o MANAGE: Comprehensive tools to make day-to-day money management easy, includes a Financial Wellness Score and a dashboard that shows each employee’s net worth and all financial accounts in one place. o Experienced financial advisors: CEFEX certified advisors can spot gaps in a financial plan, give valuable validation and answer personal questions about an employee’s finances. BrightPlan has these advisers on staff


Expert Collections containing BrightPlan

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

BrightPlan is included in 4 Expert Collections, including HR Tech.


HR Tech

4,043 items

The HR tech collection includes software vendors that enable companies to develop, hire, manage, and pay their workforces. Focus areas include benefits, compensation, engagement, EORs & PEOs, HRIS & HRMS, learning & development, payroll, talent acquisition, and talent management.


Wealth Tech

2,077 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.


Financial Wellness

245 items

Track startups and capture company information and workflow.



8,122 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

BrightPlan Patents

BrightPlan has filed 8 patents.

The 3 most popular patent topics include:

  • cryptographic protocols
  • instant messaging clients
  • distributed computing architecture
patents chart

Application Date

Grant Date


Related Topics




Distributed computing architecture, Instant messaging clients, Social networking services, Cryptographic protocols, Videotelephony


Application Date


Grant Date



Related Topics

Distributed computing architecture, Instant messaging clients, Social networking services, Cryptographic protocols, Videotelephony



Latest BrightPlan News

Bread Financial Achieves 75% ROI by Implementing BrightPlan According to Nucleus Research ROI Case Study

Jan 10, 2024

MIAMI--(BUSINESS WIRE)-- #ROI--Nucleus Research announced the findings of a study into the benefits that financial services provider, Bread Financial realized from implementing financial wellness solution, BrightPlan. Nucleus found that the deployment of BrightPlan translated to a reduction in turnover by approximately 22 percent and an annual savings of more than half a million dollars. This delivered a 75 percent Return on Investment (ROI) for Bread Financial who was able to recover its initial inve

BrightPlan Frequently Asked Questions (FAQ)

  • When was BrightPlan founded?

    BrightPlan was founded in 2015.

  • Where is BrightPlan's headquarters?

    BrightPlan's headquarters is located at 236 West Portal Avenue, San Francisco.

  • What is BrightPlan's latest funding round?

    BrightPlan's latest funding round is Series D.

  • How much did BrightPlan raise?

    BrightPlan raised a total of $68.97M.

  • Who are the investors of BrightPlan?

    Investors of BrightPlan include Andra Capital, Fremont Group, The Cynosure Group, Still Valley Capital Partners and HawkPartners.

  • Who are BrightPlan's competitors?

    Competitors of BrightPlan include Goldman Sachs Ayco Personal Financial Management and 7 more.

  • What products does BrightPlan offer?

    BrightPlan's products include BrightPlan Total Financial Wellness .

  • Who are BrightPlan's customers?

    Customers of BrightPlan include Synopsys and Ellucian.


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