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Brightside

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Brightside Products (7)

   
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Financial Coaching

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Financial Wellness

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Emergency Savings

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Financial Education

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On-demand Pay

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Short-term Loans

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Student Loans

Product Description

Brightside’s financial coaching is delivered through dedicated, empathetic Financial Assistants who provide personalized, holistic support for any financial need. Employees are paired with a dedicated Financial Assistant who builds trust and understanding over time, helping them navigate immediate issues like money emergencies, as well as long-term goals like savings, credit... Show More

About this product

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Brightside’s financial coaching is delivered through dedicated, empathetic Financial Assistants who provide personalized, holistic support for any financial need. Employees are paired with a dedicated Financial Assistant who builds trust and understanding over time, helping them navigate immediate issues like money emergencies, as well as long-term goals like savings, credit building, and retirement.

Support includes:
-Financial health assessments
-Debt and credit management
-Student loan guidance
-Budgeting and spending help
-Retirement and investment education
-Life event navigation
-Public benefits navigation (e.g., rental relief, food assistance)

Financial Assistants also integrate employer-specific benefits and use Brightside’s proprietary rules engine to surface the best solutions, including government, community, employer, and partner resources. All support is unbiased. Brightside does not profit from financial products or referrals.

Min. Group Size

5,000 eligible

Lives Serviced

950,000

Average Cost

Average Cost is Locked

33 RFI Questions RFI questions

RFI questions number is Locked

13 Specific Questions Specific Questions tooltip

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Product Features

✓

Financial health assessment

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

✓

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

Show All Features

Product Features

×
✓

Financial health assessment

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

✓

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

✓

Cashflow tool

✓

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

Not Provided.

Brightside Media

Brightside video/presentation/materials Play
Brightside video/presentation/materials Play

Brightside Info

Founded:

2017

Funding Summary:

35M Series B

Location:

Chandler, AZ

Links:

Employees:

200
Brightside was founded in 2017 to create a new category in employee benefits called Financial Care, designed to improve the financial health of working families. Traditional financial wellness approaches have failed the 70% of employees living paycheck to paycheck. Brightside’s model... Show More

About this vendor

×
Brightside was founded in 2017 to create a new category in employee benefits called Financial Care, designed to improve the financial health of working families. Traditional financial wellness approaches have failed the 70% of employees living paycheck to paycheck. Brightside’s model blends human support, technology, behavioral science, and navigation to unbiased solutions. At the center of our model are dedicated Financial Assistants, who help employees navigate complex financial needs, from emergencies to long-term goals, without making money from the solutions offered.

Brightside currently works with 13 employers, including two Fortune 10 companies, covering over 950,000 employees. Our Financial Assistants speak English and Spanish, and we support over 250 languages via translation. We deliver strong outcomes for employers, including 40% reductions in turnover, $1,200 in after-tax value per family served, and engagement levels between 6% and 50%, depending on employer communications.

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