BrightPlan fuels next chapter of growth with Series C funding led by ABS Capital Partners. Sep 08, 2026, 08:57 ET Investment Acknowledges BrightPlan's AI-First, Enterprise-Grade Financial Wellness Platform, Recently Ranked No. 125 in Software on the 2026 Inc. 5000 list. BOCA RATON, Fla., Sept. 8, 2026 /PRNewswire/ - BrightPlan, an AI-powered financial wellness platform built for global enterprises, today announced the first closing of its Series C funding round, led by ABS Capital Partners, a growth equity firm with more than three decades of experience investing in B2B software and technology-enabled software companies. Additional investors are expected to join the round over the next 90 days ahead of a final close. As BrightPlan marks its 10th anniversary, the Series C round provides capital to fund the company's next phase of growth, building on more than 230% revenue growth over the past three years. BrightPlan now serves more than 10 million employees across 50+ countries, with 0% enterprise customer churn, underscoring its effectiveness in improving financial wellness for its customers' employees globally. "A few weeks ago, Inc. recognized us for our remarkable growth and innovation, and this latest funding round will fuel our scale and cement our market leading position for years to come," said Marthin De Beer, Founder and CEO of BrightPlan. "The additional capital will enable us to accelerate our vision to make AI-first financial wellness possible for everyone by bringing trusted, always-on financial guidance to even more employees around the world." Built for the Global Enterprise The Series C round will support continued innovation in BrightPlan's AI-driven platform, expansion of its enterprise distribution and partner network, and deepening of its global advisory capabilities, reinforcing the company's position as a category leader in financial wellness. "What set BrightPlan apart in our diligence was quality and customer satisfaction, in addition to strong growth. This is a platform delivering meaningful AI-driven outcomes and data for both the employees using it and the employers paying for it, a level of impact we haven't seen matched elsewhere in financial wellness," said Jennifer Krusius, Partner at ABS Capital Partners. "With the category projected to reach over $7 billion by 2031, BrightPlan is poised to dominate the category, and that is exactly what this investment is built to fuel." As part of the investment, Krusius is joining BrightPlan's Board of Directors. Growing BrightPlan's partner network accelerates its mission to make financial wellness possible for everyone. At a higher level, the partner ecosystem is built around the relationships and technology employers already use to support their people in other ways, integrating financial wellness into the retirement, benefits, and HR platforms already embedded in the employee experience to make it more accessible through channels employees already trust. BrightPlan takes a disciplined approach to expanding into new countries. While others in the category check the box with educational content alone, BrightPlan's holistic approach accounts for the cultural, regulatory and data privacy nuances that shape real financial decisions in every market. This investment will support continued enhancement of BrightPlan's patented AI-first employee experience and expansion into additional countries as its global enterprise customer and partner base grows. To learn more about this milestone and BrightPlan's continued growth, visit https://www.brightplan.com/press-release/. About BrightPlan BrightPlan brings AI-powered personalization and trusted in-country advisors together in one global financial wellness platform, helping deliver a consistent, engaging employee experience across more than 50 countries and supporting over 10 million employees worldwide. Recently named No. 125 in Software on the 2026 Inc. 5000 list of America's fastest-growing private companies, BrightPlan transforms workforce data into workforce intelligence, helping employers align people strategy with business priorities to improve workforce performance at scale. For more information, visit www.brightplan.com. About ABS Capital Partners ABS Capital Partners is a growth equity firm investing in B2B software and technology-enabled services companies. Founded in 1990 and based in Washington, D.C., with offices in Hunt Valley, Maryland and San Francisco, the firm has invested more than $2.5 billion in over 130 companies, pairing capital with hands-on operating expertise to help management teams scale. Its portfolio includes growth-stage software companies such as ValidiFi, Cariloop, and Greenspace Health. For more information, visit www.abscapital.com. Disclosures BrightPlan LLC is an SEC-registered investment adviser that may offer digital and human investment advice to US residents. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is neither registered with any international agency to provide, nor does it provide, any specific investment advice or recommend specific securities or financial products to non-U.S. residents. Local financial advisors may be made available through firms in BrightPlan's advisor network. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a registered trademark of BrightPlan, LLC. (C) 2026 BrightPlan LLC BrightPlan paid Inc. a non-refundable application fee in connection with its submission for consideration. The ranking was based on Inc.'s applicable eligibility criteria and percentage revenue growth over the relevant three-year period. SOURCE BrightPlan

BrightPlan, an AI-powered financial wellness platform for global enterprises, announced the first closing of its Series C funding round led by ABS Capital Partners. The round supports the company's continued expansion after achieving over 230% revenue growth in the past three years. The company now serves more than 10 million employees across 50-plus countries and maintains zero enterprise customer churn. BrightPlan recently ranked number 125 in software on the 2026 Inc. 5000 list. The funding will support platform innovation, expansion of enterprise distribution and partner networks, and enhancement of global advisory capabilities. Jennifer Krusius, partner at ABS Capital Partners, joins BrightPlan's board of directors as part of the investment. Additional investors are expected to join before the round's final close within 90 days.

BrightPlan has been ranked number 125 in software on Inc. magazine's 2026 Inc. 5000 list of America's fastest-growing private companies. The financial wellness platform achieved over 230% revenue growth over three years. The recognition comes as BrightPlan marks its 10th anniversary. The company now serves more than 10 million employees across 50-plus countries through its AI-driven enterprise financial wellness platform. "This recognition is about more than growth. It's about the growing impact of our mission," said Marthin De Beer, founder and chief executive officer of BrightPlan. The company's growth has been driven by its AI-first approach and strategic partnerships with leading employers. BrightPlan provides both digital and human financial advisory services to employees globally.