BrightPlan, the AI-powered financial well-being platform for global enterprises, today reported strong enterprise momentum with 41% year-over-year recurring revenue growth. The company now serves more than 9.2 million employees across over 50 countries and advises on $7.6 billion in assets under advisement (AUA), supported by industry-leading customer retention with just 1.2% churn.
BrightPlan also announced a new investment from Riverside Acceleration Capital (RAC), with participation from existing investors, to fuel continued global expansion, enterprise distribution, and product innovation.
Quick Intel
BrightPlan closed 2025 with robust performance, reflecting sustained demand for its scalable platform that combines AI-driven personalization, educational content, digital tools, and live in-country advisors. This approach addresses persistent financial stress—a major factor in employee productivity and retention—by delivering unbiased, real-time support tailored to individual needs across geographies.
"Financial stress remains one of the most significant productivity and retention challenges facing global employers," said Marthin De Beer, Founder and CEO of BrightPlan. "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."
Expanding Enterprise Distribution Through Strategic Partnerships
BrightPlan's growing partner ecosystem enhances retirement, benefits, and HR technology solutions for employers worldwide. Integrations allow partners to embed the platform's AI Coach, which offers continuous, personalized financial guidance in multiple languages. This demand for embedded financial wellness capabilities helps partners differentiate their offerings, boost employee engagement, and deliver measurable value to employers.
Strategic Investment to Scale Global Operations and Advance AI Innovation
The funding from Riverside Acceleration Capital will accelerate BrightPlan's global distribution, partner network expansion, and AI personalization advancements. It will also bolster infrastructure, compliance, and data security to support multinational employers effectively.
"BrightPlan has demonstrated exceptional growth with strong retention and very happy customers," said Jonathan Drillings, Senior Partner at Riverside Acceleration Capital. "Their combination of AI innovation, incredible partnerships and customer logos, and multinational/multi-lingual capabilities positions them well for continued expansion."
As employers worldwide prioritize financial well-being programs to attract and retain talent, BrightPlan's unified platform positions it to capture increasing market share in this expanding sector. The combination of AI efficiency, human expertise, and global scalability enables proactive workforce support and measurable business impact.
About BrightPlan
BrightPlan is redefining financial wellness with an unmatched personalized, mobile-first experience that empowers employees—wherever they are—to take control of their financial future. From AI guidance to live, in-country advisors, we help employees achieve lasting success. For employers, BrightPlan delivers powerful global insights to proactively address workforce needs, streamline benefit navigation, and elevate wellness strategies. More than a point solution, BrightPlan is your strategic partner in driving meaningful, measurable impact. For more information, visit www.brightplan.com
About Riverside Acceleration Capital
Riverside Acceleration Capital (RAC) supports B2B software companies through two strategies: RAC Growth Equity (RAC GE), which helps accelerate company growth and builds long-term value through non-control equity investments; and RAC Growth Lending (RAC GL), which provides growth loans to help companies hit critical milestones and proof-points. Both RAC strategies emphasize partnering with founders to accelerate growth by leveraging RAC's deep software expertise and operational resources to help businesses scale and create lasting value. RAC has supported more than 90 B2B software companies since its founding in 2016 and is part of The Riverside Company.
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