Tech Company Financing Transactions
BrightPlan Funding Round
BrightPlan closed a $9.5 million Series A funding round on 4/2/2021. Investors included Fremont Ventures, The Cynosure Group and HawkPartners.
Transaction Overview
Company Name
Announced On
4/2/2021
Transaction Type
Venture Equity
Amount
$9,500,000
Round
Series A
Investors
Fremont Ventures (Lead Investor)
The Cynosure Group (Lead Investor)
Proceeds Purpose
This round will drive expansion and continued product innovation for the BrightPlan platform, enabling positive financial outcomes for enterprises and their employees.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
15466 Los Gatos Blvd. 109-367
Los Gatos, CA 95032
USA
Los Gatos, CA 95032
USA
Phone
Undisclosed
Website
Email Address
Overview
BrightPlan partners with employers to help employees achieve financial wellness through digital goals-based planning, tailored education, and access to fiduciary advisors. BrightPlan guides each employee to identify their unique financial goals and create a plan to achieve them.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Marthin De Beer
Chief Marketing Officer
Neha Mirchandani
VP - Bus. Development
Krutarth Shah
VP - Finance
Jeffrey Clark
VP - General Counsel
Michael Mills
VP - Operations
Alesha Escalante
VP - Product Management
Larry Robinson
VP - Sales
Karl Holmlund
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Where The Data Comes From
Our team works diligently to document all VC transactions involving tech companies. VC investment data records reported here are sourced from news reports and company announcements. The data is sourced from VentureDeal.com, an affiliated venture.
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