BrightPlan

Based in Silicon Valley, BrightPlan operates a hybrid robo-financial advisor platform that combines artificial intelligence with human coaching to deliver goals-based financial planning and fiduciary investment advice. The company primarily functions as an enterprise employee benefits solution, providing scalable global financial wellness tools designed to serve individual employees, high net worth families, and large institutional clients. Operating as a subsidiary of Prumentum Group, the digital platform was developed by leveraging three decades of wealth management expertise from its strategic advisory partner Plancorp, led by Chris Kerckhoff. To scale its corporate financial wellness operations across the market, the enterprise is supported by a $25 million Series A funding round sourced from various technology investors and private entrepreneurial families. BrightPlan was founded circa 2018 by former Cisco senior vice president Marthin De Beer and Prumentum co-founder Robert Wallace.