BrightPlan - About the company
BrightPlan is a series C company based in San Jose (United States), founded in 2016. It operates as a Goal-based robo advisoy platform. BrightPlan has raised $61.8M in funding from investors like ABS Capital, Fremont Group and The Cynosure Group. The company has 187 active competitors, including 38 funded and 11 that have exited. Its top competitors include companies like Betterment, Wealthfront and Stash.
Company Details
BrightPlan provides a robo-advisory platform. The platform takes users goals as input to help plan for the portfolio. After profiling the user, the system automatically selects a relevant portfolio, invests, and rebalances it to achieve the goals. The company also provides access to advisors to help with financial planning.
- Website
- brightplan.com
- Social
- Phone Number
- +1 **********
Key Metrics
Founded Year
2016
Location
San Jose, United States
Stage
Series C
Total Funding
$61.8M in 5 rounds
Latest Funding Round
Investors
Ranked
7th among 187 active competitors
Employee Count
65 as on Sep 30, 2026
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BrightPlan's funding and investors
BrightPlan has raised a total funding of $61.8M over 5 rounds. Its first funding round was on May 2019. Its latest funding round was a Series C round on Sep 03, 2026 for $*****. 1 investor participated in its latest round. BrightPlan has 4 institutional investors.
Here is the list of recent funding rounds of BrightPlan:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Sep 03, 2026 | 6330241 | Series C | 1139408 | 5933151 | 9742774 | 2953464 |
Jan 05, 2026 | 3595745 | Series B | 5261709 | 6567230 | 1517512 | 5289115 |
Feb 09, 2024 | 9194650 | Series B | 9133201 | 5230806 | 6399685 | 8047170 |
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BrightPlan's founders and board of directors
Founder? Claim ProfileBrightPlan's employee count trend
BrightPlan has 65 employees as of Sep 26. Here is BrightPlan's employee count trend over the years:
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BrightPlan's Competitors and alternates
Top competitors of BrightPlan include Betterment, Wealthfront and Stash. Here is the list of Top 10 competitors of BrightPlan, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Betterment 2010, New York City (United States), Series F | App-based automated investment and retirement planning platform | $335M | 75/100 | |
2nd |  Wealthfront 2008, Palo Alto (United States), Public | Robo advisor and financial planning platform | $205M | 75/100 | |
3rd |  Stash 2015, New York City (United States), Acquired | Automated investment and robo-advisory platform | $747M | 74/100 | |
4th | M1 Finance 2015, Chicago (United States), Series E | Provider of an investment and lending platform for securities | $333M | 72/100 | |
5th |  Pogo 2020, New York City (United States), Series A | App-based platform offering rewards for multi-category products | $32M | 67/100 | |
6th | Ellevest 2014, New York City (United States), Acqui-Hired | App-based automated investment platform for women | $155M | 67/100 | |
7th | BrightPlan 2016, San Jose (United States), Series C | Goal-based robo advisoy platform | $61.8M | 64/100 | |
8th | SigFig 2011, San Francisco (United States), Series E | Intelligent financial solutions and personalized advice for enterprises and individual investors | $117M | 62/100 | |
9th |  Unifimoney Tech 2019, Austin (United States), Seed | App-based Robo-advisory platform for individuals | $10M | 60/100 | |
10th |  Powder 2023, Los Altos (United States), Seed | Provider of generative AI co-pilot for wealth advisors | $5.5M | 59/100 |
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BrightPlan's Investments and acquisitions
BrightPlan has made no investments or acquisitions yet.
Reports related to BrightPlan
Here is the latest report on BrightPlan's sector:
News related to BrightPlan
Filter this listMedia has covered BrightPlan for a total of 5 events in the last 1 year, 2 of them have been about company updates.
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Brandon Hall Group Publishes Bellwether Report on Financial Wellness, Spotlights BrightPlan as LeaderGlobeNewswire•Sep 15, 2026•BrightPlan
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BrightPlan Secures Series C Funding Led by ABS Capital Partners for AI-Driven Financial Wellness PlatformThe SaaS News•Sep 09, 2026•BrightPlan, ABS Capital
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Brandon Hall Group Names BrightPlan as Eminence Partner, Affirming Smartchoice® Preferred Provider StatusGlobeNewswire•Jun 17, 2026•BrightPlan
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BrightPlan Secures Funding from Riverside Acceleration Capital for Global ExpansionGlobal Fintech Series•Mar 13, 2026•BrightPlan, Riverside Acceleration Capital
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BrightPlan Group has filed a notice of an exempt offering of securities to raise $4,018,475.00 in New Funding.intelligence360•Jan 28, 2026•BrightPlan
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BrightPlan Group has filed a notice of an exempt offering of securities to raise $23,467,793.00 in New Equity Investment.intelligence360•Mar 13, 2024•BrightPlan
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BrightPlan Announces New Service Offerings, Enabling HR to Provide Empathetic Support For Critical Life EventsRad AI•Oct 28, 2022•BrightPlan
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BrightPlan Announces Total Rewards Statement to Enable Employers to Better Attract Top TalentRad AI•Jan 19, 2022•BrightPlan
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BrightPlan Unveils Strategy And New Solutions To Address Top Business And HR ChallengesRad AI•Jan 19, 2022•BrightPlan
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