BrightPlan Company Profile, Contacts & Intelligence

Human ResourcesBoca Raton, Florida, United States67 employeesFounded 2016
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
67
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
4
Mapped contact coverage

BrightPlan Overview

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.

Headquarters
Boca Raton, Florida, United States
Website
brightplan.com
Industry
Human Resources
Founded
2016
Company Email
Available in AeroLeads
Financial Advice Wealth Management Investment Management Financial Planning Asset Management Financial Wellness

BrightPlan Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
5 company-domain emails
Visible contacts using BrightPlan's company email domain.
General
4
Finance
3
Sales
1
Marketing
1

BrightPlan People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

S
Shriraj Shah
EP
J
Joan Gonzalez, Cfp®
E
H
Harpreet B.
Senior Director Product Management
C
Charles Carmel
Technology Investor, Executive and Advisor
E

BrightPlan Workforce Composition

Seniority breakdown across 16 visible profiles.

Individual contributor
7
VP / Head
2
Director
2
Manager
2
Senior / Lead
2
Executive
1

BrightPlan Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
2
Product / design
1

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