Who Just RaisedBoca Raton, FL · Technology · Form D filed Sep 8, 2026
BrightPlan Group, Inc. raised $13.8M
BrightPlan Group, Inc. is a technology company based in Boca Raton, Florida. In a Form D filed with the SEC on September 8, 2026, it reported raising $13,750,000 from 2 investors as part of an offering of up to $20,000,000. The first sale in the offering took place on September 3, 2026.
Award-winning global financial wellness for the enterprise. BrightPlan helps employees make confident financial decisions and maximizes your benefit impact.
- 4th Form D since 2021. Earlier new notices: Jan 20, 2026 · Feb 22, 2024 · May 7, 2021. All filings on EDGAR
- Still raising. $6.3M of the $20M offering was still unsold at filing.
$49.8M raised since 2020
4 Form D offerings, as reported to the SEC, the first in May 7, 2021. Amendments update a round; they aren't counted twice.
| Filed | Sold | Offering size | Investors |
|---|---|---|---|
| Sep 8, 2026 | $13.8M | $20M | 2 |
| Jan 20, 2026 | $4M | $4M | 2 |
| Feb 22, 2024 | $22.5M | $23.5M | 11 |
| May 7, 2021 | $9.6M | $9.6M | 9 |
Lead score
28 out of 100
still raising budget to spend website found
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Filing details
- Website
- brightplan.com
- Amount raised
- $13,750,000
- Offering size
- $20,000,000
- Investors so far
- 2
- First sale
- September 3, 2026
- Securities offered
- Equity
- Exemption claimed
- Rule 506(b)
- Industry
- Technology
- Headquarters
- Boca Raton, Florida
- Incorporated
- Delaware
- Entity type
- Corporation
Filings
| Filed | Form | Raised | Offering size | Investors | Source |
|---|---|---|---|---|---|
| D (new notice) | $13,750,000 | $20,000,000 | 2 | SEC filing |
Figures come from the company's own filing with the SEC and are shown as reported. How to read a Form D.
Updated · Raises in the week of Sep 7, 2026 · Technology funding in Florida · September 2026 funding report
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