BrightPlan Revenue and Competitors

Location

$11.2M

Total Funding

HR

Industry

Estimated Revenue & Valuation

  • BrightPlan's estimated annual revenue is currently $10.5M per year.(i)
  • BrightPlan's estimated revenue per employee is $174,870
  • BrightPlan's total funding is $11.2M.

Employee Data

  • BrightPlan has 60 Employees.(i)
  • BrightPlan grew their employee count by -8% last year.

BrightPlan's People

NameTitleEmail/Phone
1
Founder and CEOReveal Email/Phone
2
CMO + PeopleReveal Email/Phone
3
VP, Account ManagementReveal Email/Phone
4
VP SalesReveal Email/Phone
5
VP Strategic AlliancesReveal Email/Phone
6
Chief Product OfficerReveal Email/Phone
7
Director Demand GenerationReveal Email/Phone
8
Chief Legal and Compliance OfficerReveal Email/Phone
9
Director, Revenue MarketingReveal Email/Phone
10
Director, Financial Planning and AdviceReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$260.6M14025%$265.3MN/A
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What Is BrightPlan?

BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer benefits. BrightPlanᅢᄁ¬ツᆲ¬トᄁs mission is to make financial success attainable for everyone. The BrightPlan solution includes an AI-powered digital platform combined with experienced financial advisors. This unique combination of digital and human expertise is used by thousands of employees and supports each aspect of personal financial and wealth management from - financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer. BrightPlan guides each employee to identify their unique financial goals and create a plan to achieve them. Personalized recommendations, supported by digital and human advice, set employees up to become and stay financially well. With tailored financial education, employees better understand and maximize corporate benefits, increasing employee engagement and retention. The BrightPlan employer dashboard provides objective insights into the financial wellbeing of your employees, with actionable strategies for continued improvement.

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$11.2M

Total Funding

60

Number of Employees

$10.5M

Revenue (est)

-8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

BrightPlan News

2021-04-18 - Total Financial Wellness Company BrightPlan Raises $9.5 Million

BrightPlan — a leader in total financial wellness — announced that it raised $9.5 million in Series A funding. These are the details. BrightPlan — a leader in total financial wellness — announced that it raised $9.5 million in Series A funding led by the Fremont Group and the Cynosure Group, an ...

2021-04-02 - American Company BrightPlan secures US $ 9.5 million in Series A

BrightPlan, a California based financial wellness provider, announced on 1st April 2021 that it has raised US $ 9.5 million in its Series A round. The round was led by Fremont Group and The Cynosure Group along with participation from Still Capital Partners, Hawk Partners and angel investor Prom ...

2021-04-01 - BrightPlan Closes $9.5 Million Series A Round as Growth Accelerates

SAN JOSE, Calif., April 1, 2021 /PRNewswire/ -- BrightPlan, a leader in Total Financial Wellness, today announced that it has closed a $9.5 million Series A funding round led by the Fremont Group and the Cynosure Group, and joined by Still Capital Partners and Hawk Partners. The investment com ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$14.9M605%N/A
#2
$7.8M605%N/A
#3
$14.6M605%N/A
#4
$14.9M607%N/A
#5
$8.8M60-12%N/A