# BrightPlan LLC (BrightPlan)

> Employer-sponsored financial wellness platform offering AI guidance and access to certified financial advisors.

## Facts
- **Website:** https://www.brightplan.com/
- **Headquarters:** Boca Raton, Florida, USA
- **Country:** United States
- **Founded:** 2015
- **Founder:** Marthin De Beer
- **Employees:** 1-10
- **Funding stage:** 3
- **Categories:** Financial Wellness

## Overview
BrightPlan provides a financial wellness platform offered to employees through their employers. It combines an AI financial coach, a mobile-first digital app and access to certified in-country financial advisors, covering areas such as budgeting, saving, investing, debt and retirement. The company markets to global employers and says it supports employees across 50+ countries.

## Products
BrightPlan provides a Cloud-based solution that lets employees manage finances, access analytics, view goals and monitor budget planning.

## Leadership
- Marthin De Beer — founder ([profile](https://www.dhrmap.com/people/marthin-de-beer))

## Sources
- [BrightPlan - Financial Wellness](https://www.brightplan.com/) — official
- [BrightPlan Secures $9.5M Series A As Demand Grows For Financial Wellness Tools](https://news.crunchbase.com/fintech-ecommerce/exclusive-brightplan-secures-9-5m-series-a-as-demand-grows-for-financial-wellness-tools/) — media
- [BrightPlan - Financial Wellness](https://www.brightplan.com/) — official
- [BrightPlan Secures $9.5M Series A](https://news.crunchbase.com/fintech-ecommerce/exclusive-brightplan-secures-9-5m-series-a-as-demand-grows-for-financial-wellness-tools/) — media
- [BrightPlan - footer address](https://www.brightplan.com/) — official
- [BrightPlan - footer address](https://www.brightplan.com/) — official

## FAQ
**What does BrightPlan do?**

Employer-sponsored financial wellness platform offering AI guidance and access to certified financial advisors.

**Where is BrightPlan headquartered?**

BrightPlan is headquartered in Boca Raton, Florida, USA, United States.

**When was BrightPlan founded?**

BrightPlan was founded in 2015.

**Who founded BrightPlan?**

BrightPlan was founded by Marthin De Beer.

**How many employees does BrightPlan have?**

BrightPlan has 1-10 employees.

**What kind of HR technology is BrightPlan?**

BrightPlan is categorized under Financial Wellness on DHRMap.

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**Verification:** partially_verified · last reviewed 2026-09-10
**Canonical page:** https://www.dhrmap.com/companies/brightplan-llc
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