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BrightPlan

Total Financial Wellness

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

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www.brightplan.com

About BrightPlan

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.

Products by BrightPlan

By BrightPlan

Total Financial Wellness Digital Platform

Total Financial Wellness at Your Fingertips A personalized hub for every employee. -BrightPlan Financial Wellness Coach™ delivers a personalized roadmap for every employee -BrightPlan Total Rewards Statement helps you attract, retain, and motivate your people by showing them how invested you... Read more »

Product Website

By BrightPlan

Financial Wellness Global Support

Comprehensive and inclusive financial wellness benefit that delivers a consistent experience for global employees of U.S.-based employers. -Scalable and compliant solution that gives employees 24/7 access, enabling them to track and manage their finances in one place and consume financial... Read more »

Product Website

By BrightPlan

Retirement Readiness

In-depth retirement planning education, advice and resources that empower employees to achieve financial independence and confidently retire on-time. Extension of HR team providing administrative support for financial and retirement planning that helps them save time, resources, and mitigate... Read more »

Product Website

Content by BrightPlan

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

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

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

By BrightPlan

When we think about our employees, it's more than just recognizing their job titles; it's about understanding the diverse tapestry of their identities. Heritage and Identity recognition months are one way for companies to highlight their commitment to diversity, equity, and inclusion (DEI). But...
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Equity Compensation Planner

Equity Compensation Planner

Equity Compensation Planner

By BrightPlan

A global capability that provides employees with the digital tools and professional financial guidance needed so they can view and manage their employer-provided equity compensation including Restricted Stock Options (RSUs), Employee Stock Purchase Plans (ESPP), and stock options.
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Clients of BrightPlan

  • Salesforce
  • New Leaders
  • Olive Real Estate Group, Inc.
  • Poetker Construction Company
  • Boart Longyear
  • Shorts Travel Management
  • Communicare
  • Mental Health Partners
  • Grady Health
  • Energy Foundation
  • Eau Claire Cooperative Health Center
  • Metropolitan Center for Independent Living

Upcoming Events featuring BrightPlan

  • HRE Fin Wellness Webinar 1PM EDT (Booth #https://ev)
    May 28, 2024 through May 28, 2024
  • SHRM Annual Conference - Chicago (Booth #1220)
    June 23, 2024 through June 26, 2024