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BrightPlan Group, Inc.

Financial planning tools for employers to offer their employees.

Updated Nov 9, 2026·Latest SEC filing Sep 8, 2026·Suggest an edit

About BrightPlan

BrightPlan is a private company based in Boca Raton, Florida. It has reported $49,833,029 raised in four offerings on Form D since May 2021. Its chief executive is Marthin De Beer.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Sep 3, 2026Sep 8, 2026$13,750,000of $20.0M target2$6.8MEquityRule 506(b)Form D ↗
Jan 5, 2026Jan 20, 2026$4,018,475fully sold2$2.0MEquity, Options, Securities on exerciseRule 506(b)Form D ↗
Feb 9, 2024Feb 22, 2024$22,467,794of $23.4M target11$2.0MEquityRule 506(b)Form D ↗
Mar 19, 2021May 7, 2021$9,596,760fully sold9$1.0MEquityRule 506(b)Form D ↗
Total, four offerings$49,833,029

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on BrightPlan's Form D filed Sep 8, 2026.

NK
Joseph Vangsgard
Joseph Vangsgard
Chief Marketing Officer
Jennifer Krusius
Jennifer Krusius
Board Member
Also a director at Beep.
Krutarth Shah
Krutarth Shah
Chief Development Officer
LR
Larry Robinson
Chief Product Officer
JK
J. Kerckhoff
Board Member
JV
Joelle Vail
Chief Revenue Officer
Grace Garry
Grace Garry
Chief Financial Officer
MB
Marthin De Beer
Founder & CEO, director

Earlier filings also listed Robert Wallace (promoter, last listed Jan 2026), Phillip Jung (director, last listed Jan 2026), George Still Jr. (director, last listed Feb 2024), David Covin (director, last listed Feb 2024) and Christopher Kerckhoff (director, last listed Feb 2024).

Sources

  1. SECBrightPlan Group, Inc. filing history
  2. CompanyContact BrightPlan
  3. CompanyBrightPlan leadership team
  4. CompanyAbout BrightPlan
  5. CompanyFinancial advisors and wealth firms