BrightPlan

BrightPlan

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BrightPlan Media

Net Worth, Goal Savings, Smart Budget, Asset Allocation - Employees can manage and track all their finances in one-place.

BrightPlan Info & Features

BrightPlan is a leader in Total Financial Wellness. The company provides a comprehensive and inclusive global solution that addresses all aspects of employees’ financial health and empowers HR teams to enhance the employee experience to attract, retain and engage talent. Its unique combination of a digital platform and financial planners enables employers to deploy at scale while delivering personalization for employees. BrightPlan is the first financial wellness solution certified for fiduciary excellence by the Center for Fiduciary Excellen...

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Employees
50
Lives Serviced
100,000
Funding
9.5M Series A
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Global Capabilities
Top Offerings
Financial Education
Financial Coaching
Personal Investment Advisors
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

BrightPlan Info & Reviews

Reviews pending

Profile

Support

Implementation

Product

Potential

People

Communications

Technology

Vision

Data

Flexibility

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Clients

BrightPlan Info & Marketing Materials

Case Study - Bread Financial - Engaging Bread Financial’s Workforce with Financial Wellness and Holistic Well-b

Case Study - Ellucian - Ellucian Enables Employees to Thrive

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BrightPlan Info & Comparisons

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