Brightplan

Goal-based robo advisoy platform

placeSan Jose, California, United States calendar_todayFounded 2016 groups60 employees language brightplan.com

Social engagement

Social engagement: 3.2K social following, 10 posts in the last 12 months — below the industry typical range.

Investor mix

3 investors on record; lead investors include Fremont Group, The Cynosure Group.

Investor typeCountShare
Private equity133%
Angel & family office133%
Other / undisclosed133%

Recent activity

2 Jul 2026
Event
Retirement Readiness: The New Standard for Workforce Wellbeing
29 Jun 2026
Event
AI implementation webinar
24 Jun 2026
Event
Implementing AI at Work: Best Practices for Workforce Adoption and Impact
Coming soon