BrightPlan

Financial Software · California, United States · 51-200 Employees

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Overview

Headquarters

75 E Santa Clara St Ste 5-144, San Jose,...

Phone Number

(408) 933-6188

Revenue

$12.6 Million

Industry

Financial Software Software
ZI Rank: 2
Signal Type
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ZI Rank
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About BrightPlan

Founded in 2015 and headquartered in San Jose, BrightPlan provides a personalized financial investment software platform.Explore more
BrightPlan's Social MediaPopular SearchesBrightplan LLCBrightplanBrightplan Group IncBright Plans LLCBrightPlan Introduces Technology PartnershipSIC Code 73,737NAICS Code 51,513Show more

BrightPlan Org Chart

Marthin De Beer, Founder & Chief Executive Officer at BrightPlan
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Founder & Chief Executive Officer

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Joelle Vail, Chief Revenue Officer at BrightPlan
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Chief Revenue Officer

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JP
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Vice President, Account Management

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Vice President, Sales

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BrightPlan

$12.6M
51-200
Private
$9.5M
2015
Marthin De Beer, Founder & Chief Executive Officer at BrightPlan
Marthin De BeerFounder & CEO
$26.6M
51-200
Private
<$5M
1999
Liz Davison, Founder & Chief Executive Officer at Financial Finesse
Liz DavisonFounder & CEO
$17.9M
51-200
Private
$23M
2008
$10M
11-50
Private
$16.8M
2014
$5.2M
51-200
Private
$12M
2014
Michael Liebman, Co-founder & Chief Operating Officer at LearnLux
Michael LiebmanCo-founder & Chief Operating Officer
<$5M
11-50
Private
<$5M
2008
AS
Aura ShafferDirector, Operations
<$5M
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-
2007
Terry Montgomery, President & Chief Executive Officer at 411Fit
Terry MontgomeryPresident & CEO
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Company Profile Activity

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Among all Software companies

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High Activity

Activity Insights

BrightPlan is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

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

See All BrightPlan's Financials Insights

BrightPlan Tech Stack

A closer look at the technologies used by BrightPlan

Most Recent Scoops

Open Position
Open Position
Open Position
Person-Based
Earnings, Funding, Artificial Intelligence, Finance
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Frequently Asked Questions Regarding BrightPlan

What is BrightPlan's official website?
BrightPlan's official website is www.brightplan.com
What is BrightPlan's Revenue?
BrightPlan's revenue is $12.6 Million
What is BrightPlan's SIC code?
BrightPlan's SIC: 73,737
What is BrightPlan's NAICS code?
BrightPlan's NAICS: 51,513
How many employees does BrightPlan have?
BrightPlan has 51-200 employees
What industry does BrightPlan belong to?
BrightPlan is in the industry of: Financial Software, Software
What is BrightPlan competition?
BrightPlan top competitors include: Questis, LearnLux, Financial Finesse, Wela Strategies
What companies has BrightPlan acquired?
BrightPlan has acquired the companies: Regency Investment Advisors
What technology does BrightPlan use?
Some of the popular technologies that BrightPlan uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact BrightPlan?
BrightPlan contact info: Phone number: (408) 933-6188 Website: www.brightplan.com
What does BrightPlan do?

Founded in 2015 and headquartered in San Jose, BrightPlan provides a personalized financial investment software platform.... Read More

What are BrightPlan social media links?
BrightPlan Linkedin page BrightPlan Twitter page BrightPlan Facebook page
Who invested in BrightPlan?
BrightPlan has 4 investors including Fremont Group L.L.C, Cynosure Group, Hawk Partners and Still Capital Partners.
Is BrightPlan a public company?
BrightPlan is private company therefore does not currently have an official ticker symbol
See more information about BrightPlan

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