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Fundz is the only platform that reads more than a dozen real‑time signals all day, every day, so you know about new funding, new executives and new contracts within minutes of them happening, not days or weeks later like the databases you’re used to. It then combines the signals on each company, scores every company against what you offer, and weaves in your own network, so you discover new accounts first and work existing ones better.

Each morning you get the ones worth your time right now: who to reach, why now, and who you already know there. Now it answers in Claude too: ask for today’s leads, then write the note in the same window.

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Bright Plan Secures Series C Funding To Accelerate Growth, Led By Abs Capital Partners. The Funding Will Support Its Ai First Financial Wellness Platform, Which Has Seen Over 230% Revenue Growth In The Past Three Years. announced it raised $13.8 Million in an initial filing from an offering of $20 Million

PRIVATESep 08, 2026

Amount Raised

$13.8 Million

Round Type

Series C

Boca RatonInformation TechnologyFinancial ServicesSoftwareArtificial IntelligenceSaaSHuman ResourcesFintechMachine Learning

Investors

Abs Capital Partners

Description

BrightPlan announced the first closing of its Series C funding round, led by ABS Capital Partners. This financing will aid in the company's next phase of growth as it expands its AI-powered financial wellness platform. BrightPlan has achieved remarkable growth, serving over 10 million employees across more than 50 countries. The funding will enable accelerated innovation and solidify BrightPlan's leadership position in the market.

Company Information

Company

BrightPlan Group

Location

7491 NORTH FEDERAL HWY

Boca Raton, Montana, United States

About

BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer benefits.

Fundz sees it the moment BrightPlan Group raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

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Predictive Intelligence
Strategic

ML-powered predictions for BrightPlan Group's next move

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BrightPlan Group raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.