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BrightPlan

BrightPlan

About the company

BrightPlan is a global leader in total financial wellness, providing a comprehensive solution that addresses all aspects of employees’ financial health. Their platform combines digital tools with expert financial planners, enabling employers to offer personalized financial wellness solutions at scale. BrightPlan’s AI powered financial wellness coach, gives employees 24/7 personalized financial guidance.

Most valuables features

24/7 Support with AI financial wellness coach
Personalized Financial Planning
Comprehensive Financial Education
Investment Management
Global support for financial wellness.
Goals-based financial planning

Certifications

Awards

2024 Bronze Award for Human Resources Technology
2024 Gold Award for Future of Work

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