BrightPlan, an AI-powered financial wellness platform built for global enterprises, has marked its 10th anniversary with the announcement of the first closing of its Series C funding round.
The round is being led by ABS Capital Partners, a growth equity firm with more than three decades of experience backing B2B software and technology-enabled software businesses. Further investors are expected to join over the coming 90 days ahead of a final close.
The current size of the Series C round has not been disclosed.
The fresh capital arrives as BrightPlan builds on revenue growth of more than 230% across the past three years. The company now supports over 10 million employees across more than 50 countries, and reports 0% churn among its enterprise customers, a sign of the impact its offering has had on workforce financial wellbeing globally.
Proceeds from the round will be directed towards further development of BrightPlan’s AI-driven platform, the expansion of its enterprise distribution and partner network, and the strengthening of its global advisory capabilities, moves designed to reinforce its position as a leader in the financial wellness space.
Expanding its partner ecosystem is central to BrightPlan’s ambition of extending financial wellness to a wider audience. The approach embeds the offering within the retirement, benefits and HR systems employers already rely on, making it more accessible through channels employees are familiar with.
When entering new markets, the company takes a measured approach, weighing up the cultural, regulatory and data privacy factors that shape local financial decision-making, rather than relying solely on educational content as some rivals do.
The new funding will support further development of its patented AI-first employee experience as well as expansion into additional countries. As part of the investment, Krusius is joining BrightPlan’s board of directors.
BrightPlan founder and CEO Marthin De Beer said, “A few weeks ago, Inc. recognized us for our remarkable growth and innovation, and this latest funding round will fuel our scale and cement our market leading position for years to come.
“The additional capital will enable us to accelerate our vision to make AI-first financial wellness possible for everyone by bringing trusted, always-on financial guidance to even more employees around the world.”
ABS Capital Partners partner Jennifer Krusius said, “What set BrightPlan apart in our diligence was quality and customer satisfaction, in addition to strong growth. This is a platform delivering meaningful AI-driven outcomes and data for both the employees using it and the employers paying for it, a level of impact we haven’t seen matched elsewhere in financial wellness.
“With the category projected to reach over $7 billion by 2031, BrightPlan is poised to dominate the category, and that is exactly what this investment is built to fuel
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