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.
View Top Employees from BrightPlanWebsite | http://www.brightplan.com |
Revenue | $24.8 million |
Funding | $9.5 million |
Employees | 58 (58 on RocketReach) |
Founded | 2016 |
Address | 15466 Los Gatos Blvd # 109-367, Los Gatos, California 95032, US |
Phone | (408) 933-6188 |
Technologies |
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Industry | Human Resources, Software Development & Design, Financial Advice, Software, Wealth Management, Investment Management, Financial Planning, Asset Management |
Competitors | FinFit, Howard Capital Management, Inc., Perpay Inc., Questis, Wela |
SIC | SIC Code 737 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 541511 Companies, NAICS Code 541 Companies, NAICS Code 54 Companies, NAICS Code 5415 Companies, NAICS Code 54151 Companies |
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The BrightPlan annual revenue was $24.8 million in 2024.
Joelle Vail is the Chief Revenue Officer (CRO) of BrightPlan.
58 people are employed at BrightPlan.
BrightPlan is based in Los Gatos, California.
The NAICS codes for BrightPlan are [541511, 541, 54, 5415, 54151].
The SIC codes for BrightPlan are [737, 73].