BrightPlan lands new funding to fuel global AI expansion

BrightPlan has secured a new investment from Riverside Acceleration Capital, with participation from existing investors. The company reported 41 percent 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 7.6 billion dollars in assets under advisement. The company reported a customer churn rate of 1.2 percent. BrightPlan closed 2025 having achieved a 68 percent compound annual growth rate over the past five years, driven The new capital will be directed towards scaling BrightPlan's global enterprise distribution and partner network. It will accelerate AI-driven personalisation across the platform. The funding will also strengthen global infrastructure, compliance and data security capabilities to better serve multinational employers. BrightPlan founder and CEO Marthin De Beer said financial stress remains one of the most significant productivity and retention challenges facing global employers. He added that continued growth and industry-leading enterprise retention reflect the long-term value delivered to global customers. Riverside Acceleration Capital senior partner Jonathan Drillings said BrightPlan has demonstrated exceptional growth with strong retention and very happy customers. The combination of AI innovation, partnerships and customer logos, and multinational and multi-lingual capabilities positions the company well for continued expansion, Drillings said.