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BrightPlan Hits 230% Growth Milestone on Inc. 5000 List

Marking its 10th anniversary, Boca Raton-based financial wellness firm BrightPlan has secured the No. 125 spot in the software category on the 2026 Inc. 5000 list. The ranking reflects a three-year revenue surge of more than 230%, underscoring the company’s expanding influence in the global enterprise market.

The company currently serves over 10 million employees across more than 50 countries, positioning itself as a central player in the shift toward AI-driven financial planning. Founder and CEO Marthin De Beer attributed the success to a decade-long commitment to making financial guidance accessible, whether through digital tools or human advisors.

BrightPlan’s recent momentum is anchored by its enterprise-grade platform, which leverages workforce data to provide personalized financial support. As the firm enters its second decade, it remains focused on scaling its partner ecosystem and integrating its technology into the people strategies of multinational corporations. The Inc. 5000 distinction joins a roster of notable historical honorees, including Microsoft and Oracle, further cementing the firm's standing among the nation's fastest-growing private enterprises.

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