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BrightPlan Stock

BrightPlan provides Total Financial Wellness for all employees by creating a plan to achieve their financial goals.

About BrightPlan Stock

Founded

2016

Headquarters

San Jose, CA, US

BrightPlan's mission is to make financial wellness attainable for everyone. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is realtime, personalized and integrated with employer benefits.

BrightPlan Management

Leadership team at BrightPlan

Founder and CEO

Marthin De Beer

Chief Development Officer (CDO)

Krutarth Shah

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How to invest in BrightPlan stock?

Accredited investors can buy pre-IPO stock in companies like BrightPlan through EquityZen funds. These investments are made available by existing BrightPlan shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.

How to sell BrightPlan stock?

Shareholders can sell their BrightPlan stock through EquityZen's private company marketplace. EquityZen's network includes over 310K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.

If I invest, how do I exit my investment?

There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.

Why choose EquityZen?

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 41K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."

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