BrightPlan
BrightPlan Group, Inc.
Award-winning global financial wellness for the enterprise. BrightPlan helps employees make confident financial decisions and maximizes your benefit impact.
brightplan.com · Boca Raton, FL
Funding event
The round itself, as filedInferred stageSeries A
Sold of offered$13.8M of $20.0M
Filed2026-09-08
Days since filing25
- Exemption claimed
- Rule 506(b)
- First-ever Form D
- No
- Date of first sale
- 2026-09-03
Investors
No investors named: Form D does not list them
Officers on the filing
Names and roles as filed; addresses are never stored- 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
Health flags
Three flags, each with the raw inputs behind it · as of 2026-10-03UndersubscribedNot flagged68.8% sold1 month since first sale
Prior raiseNot flaggedPrior raise not known—
AmendedNot flaggedNo amendmentNo D/A on file
Open roles
On the employer's own careers page · checked 2026-09-214
Pre-posting windowNot enough dataShown once this sector and stage have 20 observed lags from filing to first posting.
- Lead Product DesignerSEP 21open 13 days
- Marketing Manager, Demand GenerationSEP 21open 13 days
- Applied AI Engineer (Python/AI)SEP 21open 13 days
- Senior Applied AI Engineer (Enterprise AI / Python)SEP 21open 13 days
Also raised in Fintech
Same sector, 28 days to 2026-10-04RiskScout (formerly VeriLeaf)Seed · $4.5M of $5.0M · Austin, TXQuietHomewardSeries D · $120M · Austin, TXQuiet
19 rounds in Fintech in the 28 days to 2026-10-02, against 26 in the 28 days before.