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BrightPlan

BrightPlan

  • Tech Award Winner
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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. BrightPlans AI powered financial wellness coach, gives employees 247 personalized financial guidance.

Most valuables features

  • 247 Support with AI financial wellness coach  
  • Personalized Financial Planning
  • Comprehensive Financial Education
  • Investment Management
  • Global support for financial wellness.  
  • Goals-based financial planning
  • 2024 Bronze Award for Human Resources Technology
  • 2024 Gold Award for Future of Work

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