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.
Company Details
- Employees
- 67
- Founded
- -
- Address
- 7491 North Federal Hwy, Ste C5-302, Boca Raton,fl 33487,united States
- in****@****lan.com
- Industry
- Human Resources
- Website
- brightplan.com
- Keywords
- Financial Advice, Wealth Management, Investment Management, Financial Planning, Asset Management, Financial Wellness.
- HQ
- Boca Raton, FL
Brightplan Questions
Brightplan's website is brightplan.com
Brightplan's LinkedIn profile is https://www.linkedin.com/company/brightplan
Brightplan has
67 employees.
View email and phone details for 67
employees at Brightplan.
Brightplan's industry is
Human Resources
Brightplan's top competitors are
Id Shop, Inc.,
Decusoft,
Cloudapper Ai,
Axsium Group,
Aquera,
Plancorp Wealth Management,
Covalence Consulting Inc.,
Auditocity,
Andgo Systems,
Learnlux Financial Wellbeing.
Brightplan's support email address is info@brightplan.com
Brightplan's categories are Human Resources
Brightplan's founding year is 2016
