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HomeFinTechBrightPlan: Raises $9.5M in Series A Funding

BrightPlan: Raises $9.5M in Series A Funding

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  • 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

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