Series C first close · Fintech
BrightPlan holds first close of Series C
Digital guidance and local advisors help employees navigate financial decisions across countries.
Financial guidance built into employee benefits
BrightPlan combines personalized financial education and planning, AI-guided support and access to in-country advisors. Employees can use the platform for budgeting, debt, retirement and benefits decisions, while HR teams see workforce-level engagement and wellness insights.
The company says its service reaches more than 10 million employees across over 50 countries, addressing the challenge of delivering relevant financial guidance across different local systems.
Use of funds
Continue AI platform innovation
Expand enterprise distribution and partner network
Enhance global advisory capabilities
Funding history
Series C first close · This roundUndisclosed