BrightPlan Group has filed a notice of an exempt offering of securities to raise $20 Million in New Funding.
According to filings with the U.S. Securities and Exchange Commission, BrightPlan Group is raising up to $20,000,000.00 in new funding. The federal securities law requires the notice to be filed by...
According to filings with the U.S. Securities and Exchange Commission, BrightPlan Group is raising up to $20,000,000.00 in new funding. The federal securities law requires the notice to be filed by companies that have sold securities without registration under the Securities Act of 1933 in an offering made under Rule 504 or 506 of Regulation D or Section 4(a)(5) of the Securities Act. A company must file this notice within 15 days after the first sale of securities in the offering. For this purpose, the date of first sale is the date on which the first investor is irrevocably contractually committed to invest. Each issuer of securities that sells its securities in reliance on an exemption provided in Regulation D or Section 4(a)(5) of the Securities Act of 1933 must file this notice containing the information requested with the U.S. Securities and Exchange Commission (SEC) and with the state(s) requiring it. If more than one issuer has sold its securities in the same transaction, all issuers should be identified in this filing with the SEC.
About BrightPlan Group
BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs. The platform combines AI-powered financial planning with access to experienced financial advisors to deliver personalized, real-time guidance across budgeting, debt management, investing, retirement, and wealth planning. It integrates directly with employer benefits to drive higher utilization and better decision-making. Employers gain visibility into workforce financial health through a centralized dashboard with actionable insights. This enables more effective benefits strategies, stronger employee engagement, and improved retention. BrightPlan is certified for fiduciary excellence, providing objective guidance designed to align with employee best interests.
To learn more, visit https://www.brightplan.com/
LinkedIn: https://www.linkedin.com/company/brightplan/
Contact:
Marthin DeBeer, Chief Executive Officer
https://www.linkedin.com/in/marthindebeer/
SOURCE: http://www.intelligence360.io
Copyright (c) 2026 SI360 Inc. All rights reserved.
No Comment! Be the first one.