BrightPlan vs Your Money Line

Compare and evaluate BrightPlan vs Your Money Line based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

BrightPlan offers Financial Coaching to companies with 150,000 employees. Your Money Line offers Financial Coaching, Financial Education, Cash Flow & Budgeting to companies with 200,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

BrightPlan

Reviews pending

Product Description

BrightPlan

-

Your Money Line

With Your Money Line, employees will receive 1:1 financial coaching from a certified financial guide. Our human coaches are available... Show More

Min. Group Size

BrightPlan

50 eligible

Your Money Line

25 eligible

Lives Serviced

BrightPlan

100,000

Your Money Line

162,000

Product Specific Features

BrightPlan

✓

Financial health assessment

Not offered

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

Not offered

Mentor/Coach matching

Not offered

On-site group workshops

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

Your Money Line

✓

Financial health assessment

Not offered

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

Not offered

Mentor/Coach matching

Not offered

On-site group workshops

✓

Budget tool

✓

Cashflow tool

✓

Contest and reward management

✓

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

Features

BrightPlan

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Your Money Line

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

Not offered

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

BrightPlan

Your Money Line

Media

BrightPlan

Your Money Line

About

BrightPlan

With BrightPlan, organizations can offer a seamless, integrated solution that delivers immediate and measurable benefits. Moving beyond the traditional 401(k)... Show More

Your Money Line

Your Money Line (YML) is a leading financial wellness benefit that helps employees navigate financial challenges, plan for the future,... Show More

Founded

BrightPlan

2016

Your Money Line

2017

Location

BrightPlan

San Jose, CA

Your Money Line

9450 N Meridian St STE 200, Indianapolis, IN 46260

Employees

BrightPlan

55

Your Money Line

30

Funding Summary

BrightPlan

9.5M Series A

Your Money Line

4.5M Series A

Website

Reviews

BrightPlan

0.0 (0)

Your Money Line

4.8 (2)

Star Featured Review

Emily Smith

November 6, 2020
The Your Money Line team is very responsive and always willing to be flexible with our needs, making the program... More

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