BrightPlan Raises $9.5M in Series A Funding


BrightPlan, a San Jose, CA-based Total Financial Wellness company, closed a $9.5m Series A funding.

The round was led by the Fremont Group and the Cynosure Group, with participation from Still Capital Partners and Hawk Partners. As part of the investment, George Still, Jr., a tech investor and board member for Workday, joins the BrightPlan Group, Inc. board of directors.

The company intends to use the funds for expansion and continued product innovation for the platform.

Led by Marthin De Beer, founder and CEO, BrightPlan is a financial wellness platform for employees that is real-time, personalized and integrated with employer benefits. Its combination of digital platform and human advisors supports employee personal financial goals at every stage of life, helping enterprises to attract, retain and engage talent.

The solution integrates with employer benefits.