COMPANY PROFILE / #2007
BrightPlan
Boca Raton, FLVenture Capital-Backed
OVERVIEW
Developer of a global financial wellness platform designed to provide generative artificial intelligence-driven financial coaching, education, planning, employer benefit guidance, and workforce insights for employers and employees. The company's platform is integrated with employer benefits through education, financial planning, investment advice, and comprehensive personal financial management, enabling employees to achieve financial success at every stage of life.
已融资38.69
最新估值86.00
员工数50
成立年份2016
公司概况
- Companies
- BrightPlan
- Description
- Developer of a global financial wellness platform designed to provide generative artificial intelligence-driven financial coaching, education, planning, employer benefit guidance, and workforce insights for employers and employees. The company's platform is integrated with employer benefits through education, financial planning, investment advice, and comprehensive personal financial management, enabling employees to achieve financial success at every stage of life.
- Website
- www.brightplan.com
- HQ Location
- Boca Raton, FL
- Year Founded
- 2016
- Keywords
- digital coaching, digital platform, employee experience, employee wellness, enterprise resource planning, financial advice, financial planning, human capital management, workforce productivity
- Competitors
- Northstar Investment Advisory, Advisor Software, eMoney Advisor, FutureAdvisor, Junxure, FNZ Group, Eagle Investment Systems, BrightScope, Altruist, Novia Financial, Personetics, Redi2 Technologies, SEI Investments, Wealthfront, Acorns Grow, Nutmeg (Financial Software), FinFit (Business/Productivity Software), Plaid, Macroaxis, Adenza, VSoft (Duluth), figo (Financial Software), Branch (Financial Software), Commonwealth Financial Network, EWise, Broadridge Financial Solutions, Wealthify, AssetMark Financial Holdings, ETFmatic, Waddell & Reed, eFront, SaltEdge, Objectway, Vestmark, SS&C Advent, Fidelity, Envestnet, Apex Silver, Cetera Financial Group, Croesus, Contovista, Mastercard OB Services Europe, PayVeris, InvestEdge, SimCorp, Portfolio Pathway, MoneyGuide, PayPal Holdings, Instantor, Sage Intacct, Origin( Financial Software), Nymbus, RightCapital, SS&C Innovest, First Rate (Software Company), Betterment, Charles River Systems, Fiserv, InvestSuite, Addepar, Nudge Global, Adhesion Wealth, Even (Financial Software), Brightside, Financial Finesse
- Ownership Status
- Privately Held (backing)
- Company Financing Status
- Venture Capital-Backed
融资与估值
- Total Raised
- 38.69
- First Financing Date
- 07-Jan-2016
- First Financing Size
- 1.10
- First Financing Valuation
- —
- Last Financing Date
- 20-Jan-2026
- Last Financing Deal Type
- Later Stage VC
- Last Financing Size
- 4.02
- Last Financing Valuation
- —
- Last Financing Status
- Completed
- Last Known Valuation
- 86.00
- Last Known Valuation Date
- 02-Apr-2025
- Last Known Valuation Deal Type
- Later Stage VC
- Valuation Estimate
- 143.55
- Valuation Estimate Growth Rate
- 66.92%
- Active Investors
- Fremont Group, Hawk Partners, Palo Alto Venture Partners, Plancorp, Robo RIA Partners, Sovereign's Capital, Still Capital Partners, Thomas Wyatt, Various Angels
- # Active Investors
- 9
- Acquirers
- —
团队与联系人
- Employees
- 50
- Employee Growth %
- 0.00%
- Employee History
- 2024: 50, 2023: 50, 2022: 54, 2021: 44, 2020: 40, 2019: 25, 2018: 20, 2017: 15
- Primary Contact
- Marthin De Beer
- Primary Contact Title
- Founder, Chief Executive Officer and Board Member
- Primary Contact Email
- mdebeer@brightplan.com
- Primary Contact Phone
- +1 (408) 656-5171
增长与经营
- Revenue
- —
- Revenue Growth %
- —
- Growth Rate
- -0.42%
- Growth Rate % Change
- —
- Growth Rate Percentile
- 8
- Size Multiple
- 22.27x
- Size Multiple % Change
- 0.00%
- Size Multiple Change
- 0.00x
- Size Multiple Percentile
- 97
- Majestic Referring Domains
- 579
- SimilarWeb Unique Visitors
- 813
- SimilarWeb Unique Visitors Change
- 41
- SimilarWeb Growth Rate
- —
- SimilarWeb Growth Rate Percentile
- —
- Success Probability Over Time – 1 Year
- 21%
- Success Probability Over Time – 3 Year
- 36%
- Success Probability Over Time – 5 Year
- 47%
记录来源：public.companies · 原始序号 #2007 · 所有字段均按数据库原值展示。