Funded Tech Companies

BrightPlan

Wondering who backed BrightPlan? HawkPartners, Still Capital Partners and Fremont Ventures put venture money into this innovative fintech company.

Company Overview

Company Name
BrightPlan
Company Status
Private & Independent
Industry
Funding Rounds

Contact Information

Mailing Address
15466 Los Gatos Blvd. 109-367
Los Gatos, CA 95032
USA
Phone
Undisclosed
Email Address

Company Background Information

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
BrightPlan LinkedIn Company Profile
Social Media
BrightPlan Company Twitter Account
Company News
BrightPlan News
Facebook
BrightPlan on Facebook
YouTube
BrightPlan on YouTube
Last Transaction
4/2/2021

Financing History

Date
Type
Amount
Venture Equity
$9,500,000
Venture Equity
$12,000,000


Management Team

Title
Name
Email & Social
Chief Executive Officer
Marthin De Beer
  Marthin De Beer LinkedIn Profile  Marthin De Beer Twitter Account  Marthin De Beer News  Marthin De Beer on Facebook
Chief Marketing Officer
Neha Mirchandani
  Neha Mirchandani LinkedIn Profile  Neha Mirchandani Twitter Account  Neha Mirchandani News  Neha Mirchandani on Facebook
VP - Bus. Development
Krutarth Shah
  Krutarth Shah LinkedIn Profile  Krutarth Shah Twitter Account  Krutarth Shah News  Krutarth Shah on Facebook
VP - Finance
Jeffrey Clark
  Jeffrey Clark LinkedIn Profile  Jeffrey Clark Twitter Account  Jeffrey Clark News  Jeffrey Clark on Facebook
VP - General Counsel
Michael Mills
  Michael Mills LinkedIn Profile  Michael Mills Twitter Account  Michael Mills News  Michael Mills on Facebook
VP - Operations
Alesha Escalante
  Alesha Escalante LinkedIn Profile  Alesha Escalante Twitter Account  Alesha Escalante News  Alesha Escalante on Facebook
VP - Product Management
Larry Robinson
  Larry Robinson LinkedIn Profile  Larry Robinson Twitter Account  Larry Robinson News  Larry Robinson on Facebook
VP - Sales
Karl Holmlund
  Karl Holmlund LinkedIn Profile  Karl Holmlund Twitter Account  Karl Holmlund News  Karl Holmlund on Facebook


Company Investors

 

 

 

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