BrightPlan
Human Resources Software · Florida, United States · 51-200 Employees
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Overview
Headquarters
7491 N Federal Hwy Ste C5-302, Boca Rato...Phone Number
(408) 933-6188Website
www.brightplan.comRevenue
$12.6 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
3
2
2
1
1
2
About BrightPlan
BrightPlan is a financial wellness technology company that provides employers with a comprehensive platform designed to improve employees’ financial health and overall well-being. Its solutions combine artificial intelligence-powered financial coaching, digital planning tools, personalized guidance, financial advisors, and employee engagement programs. The platform helps employees manage budgeting, debt, investing, retirement planning, benefits, and broader financial goals while giving employers insights into workforce financial wellness. BrightPlan emphasizes personalization, fiduciary standards, data security, and scalable solutions that support employee engagement, productivity, retention, and long-term financial confidence.Explore more
BrightPlan Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
BrightPlan is experiencing very low activity levels compared to other companies in the Software sector.
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BrightPlan is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about BrightPlan.
BrightPlan financials insights
Gather financial insights about BrightPlan, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Series A
$9.5M
BrightPlan Tech Stack
A closer look at the technologies used by BrightPlan
Most Recent Scoops
Hiring Plans
BrightPlan has more open roles in Engineering & Technical than it has had at any time in the past 12 months with an increased focus on technologies like Python, and experience with PostgreSQL, and Claude. Additionally the postings have an increased focus on skills like Generative Artificial Intelligence, Game Ai, and Generative Artificial Intelligence, and experience with Custom Backend, FastAPI, Engineering Research, and Feature Engineering.
Hiring Plans
Open Position
Open Position
Hiring Plans
BrightPlan has more open roles in Information Technology than it has had at any time in the past 12 months. Technologies mentioned include: PostgreSQL, Python, and Claude with an increased focus that include Game Ai, and experience with Generative Artificial Intelligence.
Hiring Plans
Open Position
BrightPlan News & Media
BrightPlan lands Series C led by ABS Capital Partners - FinTech Global
BrightPlan secures Series C funding led by ABS Capital Partners to fuel AI-first wellness growth. Read more here!BrightPlan Fuels Next Chapter of Growth with Series C Funding Led by ABS Capital Partners
/PRNewswire/ -- BrightPlan, an AI-powered financial wellness platform built for global enterprises, today announced the first closing of its Series C funding...BrightPlan Named No. 125 Fastest-Growing Software Company on the Prestigious 2026 Inc. 5000 List
Company Recognized for Over 230% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses BOCA RATON, Fla., Aug. 18, 2026 /PRNewswire/ -- BrightPlan today announced it has been ranked No. 125 in Software on the 2026 Inc. 5000 list, the annual...BrightPlan Selected as Eminence Partner by Brandon Hall Group™
Brandon Hall Group™ collaborates with BrightPlan on original research, executive engagement, and thought leadership while affirming its Smartchoice® Preferred Provider status Brandon Hall Group™ collaborates with BrightPlan on original research, executive engagement, and thought leadership while affirming its Smartchoice® Preferred Provider status
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BrightPlan is a financial wellness technology company that provides employers with a comprehensive platform designed to improve employees’ financial health and overall well-being. Its solutions combine artificial intelligence-powered financial coaching, digital planning tools, personalized guidance, financial advisors, and employee engagement progr... Read More
