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BrightPlan Group

Boca Raton, US · Founded 2021 · Delaware corporation · 1 known investors

brightplan.com ↗

BrightPlan offers a financial wellness platform for global employers, providing employees with a digital financial advisor powered by AI, access to in-country human advisors, and tools for budgeting, retirement, and debt management. It serves HR and benefits teams looking to attract, retain, and engage their workforce while delivering data insights and measurable ROI.

Founders & leadership

BrightPlan Group was founded in 2021 by Marthin De Beer.

MD

Marthin De BeerFounder

JA

Joelle Ann VailExecutive

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Naomi KantrowitzExecutive

GG

Grace GarryExecutive

KS

Krutarth ShahExecutive

LR

Larry RobinsonExecutive

Board

JC

J. Christopher KerckhoffBoard director

PJ

Phillip JungBoard director

GS

George Still Jr.Board director

CC

Charles CarmelBoard director

KT

Keith TaylorBoard director

AW

Adam WhitakerBoard director

Investors · 1

RI

Riverside Acceleration CapitalNew York · $1M – $40M

Competitors · 4

by search overlap

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Bright47 shared keywordsBright Money is a financial technology company that emphasizes data security and privacy in its infrastructure, protecting user information through high information security and privacy standards.

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Brigit39 shared keywordsBrigit is a mobile financial health app that helps low-income Americans avoid overdrafts, access emergency cash, build credit, and budget for savings. The platform provides transparent financial tools with no hidden fees to promote sustainable financial health for those living paycheck to paycheck.

CS

Csiweb32 shared keywordsCSI provides financial technology solutions for community banks, fintechs, and B2B payments providers, offering deposits, payments, and card capabilities.

YO

Your Money Line29 shared keywordsYour Money Line provides financial coaching and advisory services for people building wealth rather than those who already have it. The company focuses on shame-free financial guidance grounded in empathy to help customers achieve behavioral change around money management.

Companies competing with BrightPlan Group for the same Google search keywords, organic and paid, via search-intersection analysis.