BrightPlan
AI-powered financial wellness for global enterprises
Community-submitted · content unverified. This organization has not verified ownership or the information in this profile.
About
BrightPlan is a Boca Raton-based financial wellness platform for employers that combines AI personalization with in-country advisors. Public materials say it supports employees across 50+ countries. In September 2026 the company announced the first close of a Series C led by ABS Capital Partners to fund platform innovation, enterprise distribution, and global advisory capabilities.
- Website
- brightplan.com
- Stage
- series-b+
- Founded
- 2016
- Location
- Boca Raton, Florida
- Added via
- web
- Ownership
- unclaimed
Where to go
Products
- BrightPlan Platform — Employer financial wellness with AI coaching and advisors · Saas