The influx of capital is earmarked for advancing the company’s AI-driven advisory tools and widening its global distribution network. BrightPlan currently supports over 10 million employees across 50 countries, positioning itself as a primary resource for companies looking to integrate financial guidance into existing HR and benefits infrastructure.
BrightPlan Secures Series C Funding to Scale AI Financial Wellness
Ten years after its founding, Boca Raton-based BrightPlan has secured a Series C funding round led by ABS Capital Partners. The investment follows a period of rapid expansion for the financial wellness platform, which reports a 230% revenue increase over the last three years while maintaining zero enterprise customer churn.
Jennifer Krusius, a partner at ABS Capital Partners who is joining the BrightPlan board, noted that the decision to invest was driven by the platform's high customer satisfaction and its ability to provide measurable outcomes for both employers and their staff. As the global financial wellness market is projected to exceed $7 billion by 2031, this funding aims to solidify BrightPlan’s lead by deepening its localized advisory capabilities and technical infrastructure to meet complex international regulatory and cultural requirements.
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