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Brightplan

Leading AI-powered financial wellness platform delivering measurable workforce insights and improved employee outcomes.

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Industry
Human Resources
Company size
65 people
Headquarters
Boca Raton, FL
Founded
2016
Type
Privately Held

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.

Financial Advice Wealth Management Investment Management Financial Planning Asset Management and Financial Wellness
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