Fundraising Fox
BrightPlan Group
Boca Raton, US · Founded 2021 · Delaware corporation · 2 known investors
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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.
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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.
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Joelle Ann VailExecutive
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Grace GarryExecutive
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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.
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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
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J. Christopher KerckhoffBoard director
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Phillip JungBoard director
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George Still Jr.Board director
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Charles CarmelBoard director
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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.
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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.