MentionFox
Home › funding signals › BrightPlan Group, Inc.
Company · SEC filings

BrightPlan Group, Inc. funding history

Before you sign with, sell to or invest in BrightPlan Group, Inc.

MentionFox check on BrightPlan Group, Inc.: no red flags found in 3 sources (checked 10 November 2026). mentionfox.com/c/company/brightplan-group-inc

Check BrightPlan Group, Inc. before you sign, sell or invest Free, no sign-up: every record on file, each linked to its source.

What do you want to do about BrightPlan Group, Inc.?

BrightPlan Group, Inc. has 3 Form D filings on record, from 2024-02-22 to 2026-09-08. Together its new offerings report $40.24M sold.

In its own words: “Award-winning global financial wellness for the enterprise.” (brightplan.com, checked November 1, 2026)

Is this your company?

Funding historyFounders and team

Is this your company?

Share your raise. This card is drawn from the company's own Form D filing, and sharing needs no account.

BrightPlan Group, Inc.: Raised $13.75M, Form D filed 2026-09-08
Share on LinkedIn Share on X Download image

Keep reading

More on BrightPlan Group, Inc. and the records around it.

BrightPlan Group, Inc. elsewhere on the record

What do you want to do with BrightPlan Group, Inc.?

Key facts

  • · Type: New offering first sale 2026-09-03 · Amount sold: $13.75M · Total offering: $20M · SEC filing
  • · Type: New offering first sale 2026-01-05 · Amount sold: $4.02M · Total offering: $4.02M · SEC filing
  • · Type: New offering first sale 2024-02-09 · Amount sold: $22.47M · Total offering: $23.47M · SEC filing

Is BrightPlan Group, Inc. a real, registered company?

BrightPlan Group, Inc. is a registered filer with the SEC (CIK 1859791) and has filed since 2024-02-22. 3 filings are on record, the latest on 2026-09-08.

A filing shows the company exists and what it reports about itself. It is not an audit or a rating.

Who runs BrightPlan Group, Inc.?

BrightPlan Group, Inc.'s filings name Charles Carmel, Diane Strohfus, Joelle Vail and 15 more as its officers, directors or promoters.

How much has BrightPlan Group, Inc. raised?

Its new offerings report $40.24M sold across 3 offerings, as its own filings state.

Run the free check on BrightPlan Group, Inc. →

Based
BOCA RATON, FLORIDA
Industry group
Other Technology
Filings
3
Raised (new offerings)
$40.24M

Every filing

FiledTypeAmount soldTotal offeringRecords
2026-09-08New offering
first sale 2026-09-03
$13.75M$20Mdetails · SEC filing
2026-01-20New offering
first sale 2026-01-05
$4.02M$4.02Mdetails · SEC filing
2024-02-22New offering
first sale 2024-02-09
$22.47M$23.47MSEC filing

Want the whole picture on BrightPlan Group, Inc.?

Example from a real report (our sample on Target): “In March 2026, Target announced a planned incremental $1 billion operating investment” Source: Target Corporation (press release)

A Full Report on BrightPlan Group, Inc.: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on BrightPlan Group, Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    4 cited sources found

Plus the sections for what you are deciding, which you pick after ordering.

See a sample report

First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

How the total is counted: the amount sold on each new offering, added together. Amendments are left out, because an amendment restates an offering already counted. A filing whose figures have not been read yet shows a dash and adds nothing.

Every figure here is read from BrightPlan Group, Inc.'s own filings with the SEC. The people those filings name are on the team page.

Filings & events

Fundraising filings

Follow this companyRSS

Tools for this story

Each opens in a new tab, filled in for BrightPlan Group, Inc.. With no account yet, you sign up free and land on the result.

Cite this page

Permanent URL: https://mentionfox.com/company/brightplan-group-inc
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3
How much has BrightPlan Group, Inc. raised? $40.24M in 3 SEC filings. MentionFox, 2026-11-10. https://mentionfox.com/company/brightplan-group-inc