Fundraising Fox
BrightPlan Group
Boca Raton, US · Founded 2021 · Delaware corporation · 2 known investors
Find your way into BrightPlan Group
792 people in our graph share verified history with the BrightPlan Group team — schools, employers, funds. One of them is your warm intro.
Sergio Fogelunlockedknows Marthin De Beer · together at Forbes Finance Council (overlapped)
×8knows the team · via Forbes Finance Council
×3knows the team · via Cisco
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 and CEOMarthin De Beer is an executive who has founded nine startups and held leadership roles at Cisco, where he oversaw business lines including IP Phone and TelePresence that grew to over $1 billion and $9 billion in revenue respectively. He is currently Executive Officer and Director at BrightPlan Group.
JA
Joelle Ann VailExecutive
GG
Grace GarryExecutive
KS
Krutarth ShahChief Development OfficerKrutarth Shah is an engineering executive who has held leadership roles at Cisco (where he led product management for the Telepresence platform and later served as an expert advisor), Imprivata (where he built a HIPAA-compliant secure messaging product line ahead of the company's 2014 IPO), and BrightPlan, where he joined as founding Chief Development Officer and currently oversees enterprise architecture, AI, product engineering, and compliance.
LR
Larry RobinsonChief Product OfficerHe has led product strategy and management for software companies, managed multimillion-dollar business units, and directed marketing and business development initiatives.
Board
JC
J. Christopher KerckhoffBoard director
PJ
Phillip JungBoard director
GS
George Still Jr.Board director
JK
CC
Charles CarmelBoard director
KT
Keith TaylorBoard director
Investors · 2
Reported raises · per SEC filings
Form D private placements$49.8M disclosed across 4 rounds · 2021–2026
▶$13.8MraisedSep 2026 · 2 investors · Other TechnologyRule 506(b)
▶$13.8MraisedSep 2026 · 2 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- MARTHIN DE BEERExecutive Officer, Director
- CHARLES CARMELDirector
- J. CHRISTOPHER KERCKHOFFDirector
- DIANE STROHFUSDirector
- KEITH TAYLORDirector
- ADAM WHITAKERDirector
- JENNIFER KRUSIUSDirector
- GRACE GARRYExecutive Officer
- KRUTARTH SHAHExecutive Officer
- LARRY ROBINSONExecutive Officer
- JOELLE VAILExecutive Officer
- NAOMI KANTROWITZExecutive Officer
- JOSEPH VANGSGARDExecutive Officer
- Offering amount
- $20M
- Amount sold
- $13.8M
- First sale
- Sep 2026
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$4MraisedJan 2026 · 2 investors · Other TechnologyRule 506(b)
▶$4MraisedJan 2026 · 2 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Joelle Ann VailExecutive Officer
- J. Christopher KerckhoffDirector
- Naomi KantrowitzExecutive Officer
- Charles CarmelDirector
- Grace GarryExecutive Officer
- Keith TaylorDirector
- Marthin De BeerExecutive Officer, Director, Promoter
- Robert WallacePromoter
- Krutarth ShahExecutive Officer
- Adam WhitakerDirector
- Larry RobinsonExecutive Officer
- Phillip JungDirector
- Diane StrohfusDirector
- Joseph VangsgardExecutive Officer
- Offering amount
- $4M
- Amount sold
- $4M
- First sale
- Jan 2026
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$22.5MraisedFeb 2024 · 11 investors · Other TechnologyRule 506(b)
▶$22.5MraisedFeb 2024 · 11 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Marthin De BeerExecutive Officer, Director
- Keith TaylorDirector
- Diane StrohfusDirector
- Larry RobinsonExecutive Officer
- David CovinDirector
- Krutarth ShahExecutive Officer
- George J. Still, Jr.Director
- Joelle VailExecutive Officer
- Charles CarmelDirector
- Christopher KerckhoffDirector
- Offering amount
- $23.5M
- Amount sold
- $22.5M
- First sale
- Feb 2024
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$9.6MraisedMay 2021 · 9 investors · Other TechnologyRule 506(b)
▶$9.6MraisedMay 2021 · 9 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Diane StrohfusDirector
- Christopher KerckhoffDirector
- David CovinDirector
- George Still Jr.Director
- Charles CarmelDirector
- Robert WallaceDirector
- Marthin De BeerExecutive Officer, Director
- Offering amount
- $9.6M
- Amount sold
- $9.6M
- Minimum investment
- $140K
- First sale
- Mar 2021
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 4
by search overlap
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.
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.
Csiweb32 shared keywordsCSI is a financial technology provider that supplies core banking platforms, digital banking solutions, and ancillary services to financial institutions. The company serves banks and credit unions seeking to modernize their operations with integrated or modular technology offerings.
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.
In the news
Frequently asked questions
- What does BrightPlan Group do?
- 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.
- Who founded BrightPlan Group?
- BrightPlan Group was founded by Marthin De Beer in 2021.
- Who are BrightPlan Group's investors?
- BrightPlan Group's investors include Riverside Acceleration Capital, ABS Capital Partners.
- How much funding has BrightPlan Group raised?
- BrightPlan Group has disclosed $49.8M raised across 4 rounds.
- Where is BrightPlan Group headquartered?
- BrightPlan Group is headquartered in Boca Raton, US.