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 finance 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.
Total Funding: $11.2 M
Funding Stage: Series A
Business Stage: Scaling Up
Market: B2B
Company Size: 26 to 50
Founded: 2016
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Client Success Advocate
San Jose, California
Customer Success Manager / Director
San Jose, California
Senior Product Manager, BrightPlan Digital Platform
San Jose, California
Senior SDET / Automation Engineer - BrightPlan digital platform
San Jose, California
Front End Engineer
San Jose, California
