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BrightPlan scores $9.5m in its Series A to continue nearly fivefold...
Financial wellness platform BrightPlan has closed its Series A round on $9.5m, as it looks to continue its growth momentum that helped it boost its annual recurring revenue nearly fivefold in 2020.
WealthTech business Prumentum takes $25m and acquires stake in Plancorp
Silicon Valley-based WealthTech business Prumentum Group has raised $25m in a Series A round. The funding comes from family offices, including the Fremont Group and the Cynosure Group.