- BrightPlan, a San Jose, CA-based Total Financial Wellness company, closed a $9.5m Series A funding
- The round was led by the Fremont Group and the Cynosure Group, with participation from Still Capital Partners and Hawk Partners
- As part of the investment, George Still, Jr., a tech investor and board member for Workday, joins the BrightPlan Group, Inc. board of directors
- The company intends to use the funds for expansion and continued product innovation for the platform
- BrightPlan is a financial wellness platform for employees that is real-time, personalized and integrated with employer benefits
- Its combination of digital platform and human advisors supports employee personal financial goals at every stage of life, helping enterprises to attract, retain and engage talent
