We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests.
For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed.
Community guidelines: vgi.vg/sgl1
As a boutique broker-dealer, we provide commitment and agility to entrepreneurial financial advisors and emphasize independence, flexibility and support.
BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs.
The platform combines AI-powered financial planning with access to experienced financial advisors to deliver personalized, real-time guidance across budgeting, debt management, investing, retirement, and wealth planning. It integrates directly with employer benefits to drive higher utilization and better decision-making.
Employers gain visibility into workforce financial health through a centralized dashboard with actionable insights. This enables more effective benefits strategies, stronger employee engagement, and improved retention.
BrightPlan is certified for fiduciary excellence, providing objective guidance designed to align with employee best interests.
Boca Raton, Florida, US
Private
$12.6M Revenue
http://www.brightplan.com
63 Employees
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