BrightPlan’s cover photo
BrightPlan

BrightPlan

Human Resources

Boca Raton, FL 3,107 followers

A leader in Total Financial Wellness. The BrightPlan solution is built to lead all employees to financial success.

About us

BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer benefits. BrightPlan’s mission is to make financial success attainable for everyone. The BrightPlan solution includes an AI-powered digital platform combined with experienced financial advisors. This unique combination of digital and human expertise is used by thousands of employees and supports each aspect of personal financial and wealth management from - financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer. BrightPlan guides each employee to identify their unique financial goals and create a plan to achieve them. Personalized recommendations, supported by digital and human advice, set employees up to become and stay financially well. With tailored financial education, employees better understand and maximize corporate benefits, increasing employee engagement and retention. The BrightPlan employer dashboard provides objective insights into the financial wellbeing of your employees, with actionable strategies for continued improvement.

Industry
Human Resources
Company size
11-50 employees
Headquarters
Boca Raton, FL
Type
Privately Held
Founded
2016
Specialties
Financial Advice, Wealth Management, Investment Management, Financial Planning, Asset Management, and Financial Wellness

Products

Locations

  • Primary

    7491 North Federal Hwy, Ste C5-302

    Boca Raton, FL 33487, US

    Get directions

Employees at BrightPlan

Updates

Similar pages

Browse jobs

Funding

BrightPlan 4 total rounds

Last Round

Series B

US$ 9.5M

Investors

Plancorp
See more info on crunchbase