BrightPlan Group, Inc.
Last verified 2026-05-05. JSON
| Total raised | $4.0M |
|---|---|
| Latest round | Funding round, $4.0M, 2026-01-20 |
| Founded | unknown |
| Headquarters | BOCA RATON, FL |
| Industry | enterprise |
| Stage | unknown |
| Website | brightplan.com |
Total Financial Wellness platform combining holistic financial planning, investment advice, and a benefits marketplace. Sold to enterprise employers offering financial-wellness benefits to staff. Pitches itself as the SOC 2 audited fiduciary financial-wellness benefit for HR and benefits leaders.
Funding rounds
| Date | Round | Amount | Lead |
|---|---|---|---|
| 2026-01-20 | Funding round | $4.0M | undisclosed |
Detected tech stack
Cloudflare, WordPress 6.8.1, Yoast SEO 25.7, reCAPTCHA, Google Analytics, Google Tag Manager, FancyBox, Slick, jQuery Migrate 3.4.1, PHP, HubSpot, Cookiebot
Provenance
| Fact | Status | Basis |
|---|---|---|
| Funding round, $4.0M | sourced | SEC EDGAR named as publisher. Document, retrieved 2026-09-25. |
| Total raised $4.0M | sourced | SEC EDGAR named as publisher. Document, retrieved 2026-09-25. |
| Company existence | self-reported | brightplan.com, read 2026-05-05 |
| Description | self-reported | brightplan.com, read 2026-05-05 |
Change history
| Date | Fact | Change | Basis |
|---|---|---|---|
| 2026-09-25Latest round: seed, $4.0M, 2026-01-20 → Funding round, $4.0M, 2026-01-20, SEC EDGAR, document, retrieved 2026-09-25 | Latest round | seed, $4.0M, 2026-01-20 → Funding round, $4.0M, 2026-01-20 | SEC EDGAR, document, retrieved 2026-09-25 |
| 2026-09-25Round: attributed → sourced, SEC EDGAR, document, retrieved 2026-09-25 | Round | attributed → sourced | SEC EDGAR, document, retrieved 2026-09-25 |
Records begin 2026-09-24. All changes