BrightPlan

Total Financial Wellness

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BrightPlan is one of the only digitally-led financial wellness solutions delivering comprehensive, fiduciary advice to individuals across all financial situations: frontline workers, dispersed or mobile workforces, professional services, and so much more.

Our patented technology delivers dynamic advice 24/7 independent of a live advisor allowing us to seamlessly scale to any size organization: large to small. At the same time, we interweave unlimited advisor access to provide additional support.

Utilizing technology to deliver financial wellness support provides customers with data sets never before available. Benefits teams and company stakeholders working with BrightPlan capitalize on our partnership to make data-driven decisions and execute on company objectives more effectively.

Company Details

Address
75 E. Santa Clara St., 9th Floor
San Jose, CA 95113

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Products & Services

Total Financial Wellness Digital Platform

Total Financial Wellness at Your Fingertips A personalized hub for every employee. -BrightPlan Financial Wellness...

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Financial Wellness Global Support

Comprehensive and inclusive financial wellness benefit that delivers a consistent experience for global employees of...

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Retirement Readiness

In-depth retirement planning education, advice and resources that empower employees to achieve financial independence...

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Resources & Content

Going Beyond Net Worth: How Corporate Wellness Programs Can Help Bridge the Racial Wealth Gap

When we think about our employees, it's more than just recognizing their job titles; it's about understanding the...

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Equity Compensation Planner

A global capability that provides employees with the digital tools and professional financial guidance needed so they...

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