BrightPlan, an AI-powered financial well-being platform for global enterprises, has secured a new investment from Riverside Acceleration Capital (RAC), with participation from existing investors, as the company reports 41% year-over-year recurring revenue growth.
The funding will support continued global expansion, enterprise distribution, and product innovation. BrightPlan now serves more than 9.2 million employees across more than 50 countries and advises on $7.6bn in assets under advisement (AUA). The company also reported a customer churn rate of just 1.2%.
BrightPlan closed 2025 having achieved a 68% compound annual growth rate (CAGR) over the past five years, driven by expansion within its existing customer base and new global employer wins. The company has continued to grow through strategic partnerships and AI-driven personalisation, reinforcing its position in the global financial well-being market.
The new capital will be directed towards scaling BrightPlan’s global enterprise distribution and partner network, accelerating AI-driven personalisation across the platform, and strengthening its global infrastructure, compliance, and data security capabilities to better serve multinational employers.
BrightPlan is a financial wellness platform offering a personalised, mobile-first experience that enables employees to manage their financial futures. The platform combines AI-driven guidance, educational content, digital tools, and live, in-country advisors. For employers, it provides global workforce insights, benefit navigation support, and wellness strategy tools.
BrightPlan’s partner ecosystem spans retirement, benefits, and HR technology, with its AI Coach delivering real-time, 24/7 personalised financial guidance across geographies and languages.
BrightPlan founder and CEO Marthin De Beer said, “Financial stress remains one of the most significant productivity and retention challenges facing global employers.
“Our continued growth and industry-leading enterprise retention reflect the long-term value we deliver to global customers. By combining AI-driven personalization, human advisory expertise, and enterprise-grade security, we enable employers to support their workforce at scale.”
Riverside Acceleration Capital senior partner Jonathan Drillings said, “BrightPlan has demonstrated exceptional growth with strong retention and very happy customers.
“Their combination of AI innovation, incredible partnerships and customer logos, and multinational/multi-lingual capabilities positions them well for continued expansion.”
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