BrightPlan
PrivateLast Round
Series C
Sep 8, 2026
Total Funding Raised
$69M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
BrightPlan operates in FinTech and is based in San Jose, California. Its latest recorded funding round was a VC Round in March 2026.
BrightPlan is a financial technology company that provides a global financial wellness platform for enterprises, featuring AI-driven coaching, financial planning, and education for employees.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, HR
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
BrightPlan Comparables
Compare BrightPlan with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| LearnLux | 89% | |
| Your Money Line | 87% | |
| Brightside | 87% |
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BrightPlan Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Sep 8, 2026 | ||||
| VC Round | Mar 12, 2026 | ||||
| Series B | Feb 9, 2024 | ||||
| Series A | Apr 1, 2021 | ||||
| Series B | May 1, 2019 | ||||
Series A | May 25, 2017 |
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Key People
Founding team and executive leadership
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BrightPlan Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Riverside Acceleration Capital | VC Round |
| Fremont Group | Series A |
| The Cynosure Group | Series B, Series A |
| ABS Capital Partners | Series C |
| Still Capital Partners | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 8, 2026
Raised Series C round led by ABS Capital Partners.
- Mar 12, 2026
Funding round led by Riverside Acceleration Capital.
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Recent news
Latest coverage and updates
- receives_financingOct 8, 2026
BrightPlan LLC receives $13.8M in Series C financing in a deal led by ABS Capital Partners.
- recognized_asSep 8, 2026
BrightPlan LLC is named No. 125 in Software on the 2026 Inc. 5000 list of America’s fastest-growing private companies.
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BrightPlan Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about BrightPlan's valuation, stock price, and market status.
Is BrightPlan a public or private company?
BrightPlan is a private company.
What is the current stock price of BrightPlan?
BrightPlan is a private company, so its shares have no public market price. Caplight tracks BrightPlan's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is BrightPlan worth (valuation)?
Valuation information for BrightPlan is not publicly available.
Can I buy BrightPlan stock?
BrightPlan shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was BrightPlan's last funding round?
BrightPlan's most recent funding round was Series C on September 8, 2026.
Who are the main investors in BrightPlan?
Key investors in BrightPlan include Riverside Acceleration Capital, Fremont Group, The Cynosure Group, ABS Capital Partners.
Will BrightPlan IPO soon?
No public IPO plans have been announced for BrightPlan.
How can I track BrightPlan secondary market activity?
Caplight tracks bids, offers, and trades in BrightPlan's shares on secondary markets.