BrightPlan
Builders in Fintech has recorded 2 equity rounds for BrightPlan, most recently a series a round of $9.5M on 4 July 2021.
Added ·
- $21.5M
- Series A · $9.5M · 4 July 2021 · led by the Fremont Group
Timeline
Series A · $9.5M · the Fremont Group (lead), Genesys, Rubrik, the Cynosure Group
Series B · $12M
All funding rounds in the database
Product
Financial wellness benefit for employees
Wealth and investing
BrightPlan offers financial wellness as an employee benefit. Employers give staff access to a digital platform, an AI coach and human financial advisors who help with budgeting, saving, investing and retirement decisions, and the company also works with retirement plan providers, wealth firms, benefits consultants and HR technology providers.
Description from the company website · Source