search

BrightPlan

Claimed vendor Claimed
Reviews pending

BrightPlan Products (5)

   
search

Financial Coaching

search

Financial Education

search

Financial Wellness

search

Emergency Savings

search

Personal Investment Advisors

Product Description

Show More

About this product

×

Min. Group Size

50 eligible

Lives Serviced

100,000

Average Cost

Average Cost is Locked

33 RFI Questions RFI questions

RFI questions number is Locked

13 Specific Questions Specific Questions tooltip

Lock

Product Features

✓

Financial health assessment  

✓

One-on-one financial coaching - virtual

✓

Goal setting and tracking 

✓

Budget tool 

✓

Cashflow tool 

✓

Accredited financial coaches 

Show All Features

Product Features

×
✓

Financial health assessment  

✓

One-on-one financial coaching - virtual

✓

Goal setting and tracking 

✓

Budget tool 

✓

Cashflow tool 

✓

Accredited financial coaches 

✓

Debt management counseling 

✓

Financial education courses administration  

BrightPlan Official Resources

BrightPlan Media

BrightPlan video/presentation/materials BrightPlan video/presentation/materials BrightPlan video/presentation/materials
BrightPlan video/presentation/materials Play
BrightPlan video/presentation/materials Play

BrightPlan Info

Founded:

2016

Funding Summary:

9.5M Series A

Location:

San Jose, CA

Links:

Employees:

55
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.... Show More

About this vendor

×
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 Excellence (CEFEX). For more, visit brightplan.com.

BrightPlan Clients

BrightPlan Alternatives

Streamline Your Vendor Selection

Our team of experts can help you choose the right vendor for your business. Let’s get in touch!