BrightPlan secures funding from Riverside Acceleration Capital to support global AI expansion and enhance its enterprise distribution.
Round Type
Funding Round
Investors
Description
BrightPlan, an AI-powered financial well-being platform, has received new investment to fuel its global expansion. The funding will be directed towards scaling its enterprise distribution and strengthening infrastructure. BrightPlan currently serves over 9.2 million employees. The company focuses on AI-driven financial guidance and innovative workplace wellness solutions.
Quick answer
BrightPlan Group raised an undisclosed amount in a Funding Round round, dated March 13, 2026. Investors: Riverside Acceleration Capital. BrightPlan Group is based in Boca Raton, Florida, United States.
- How much did BrightPlan Group raise?
- BrightPlan Group raised an undisclosed amount in a Funding Round round on March 13, 2026.
- Who invested in BrightPlan Group?
- Riverside Acceleration Capital is named as investors in this round.
- What does BrightPlan Group do?
- BrightPlan is a leader in Total Financial Wellness.
- Where is BrightPlan Group based and how big is it?
- BrightPlan Group is based in Boca Raton, Florida, United States. Fundz records about 64 employees.
- Who are the decision-makers at BrightPlan Group?
- Fundz holds 4 contacts at BrightPlan Group, including the Head of Enterprise Sales. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Financial Services and Human Resources around the same time
Companies in the same sectors as BrightPlan Group that raised within 45 days of this round, from Fundz verified event records.
- Quillon raised $1.5M (Pre-Seed) on April 24, 2026.
- Numos raised $4.3M (Seed) on April 2, 2026.
- Kudwa raised $1.1M (Seed) on March 17, 2026.
- Option Circle raised $3M (Seed) on March 11, 2026.
- Paraglide AI raised $5M (Funding Round) on January 28, 2026.
- Monk raised $25M (Series A) on April 22, 2026.
Who to call at BrightPlan Group, and when
A new round usually means BrightPlan Group is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day BrightPlan Group raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at BrightPlan Group, from your own LinkedIn network
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Related People
BrightPlan Group raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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