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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.

Founded in 2016, 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 financial and wealth management from – financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer.

Products & Services

  • BrightPlan provides a digital platform in partnership with experienced financial advisors who actively work with employees on their financial plans. As a Centre for Fiduciary Excellence (CEFE) certified firm, BrightPlan adheres to standards representing the best practices in the industry. As a registered investment adviser we are required to act in a fiduciary capacity and provide recommendations in the best interest of employees.
  • BrightPlan's Total Financial Wellness solutions has four pillars:
    • Learn facilitates employee education on financial topics through the BrightPlan academy and content customized for each employer.
    • Plan assists employees in building financial roadmap. Powered by the BrightPlan Financial Wellness Coach, the plan adapts as individuals continue on their journey to financial wellness.
    • Invest automates saving and investing. The capabilities in the Invest component of BrightPlan drive wealth creation in a 401k and other company retirement programs. BrightPlan links to outside investment accounts, so all of an employee's personal finances are visible in one location.
    • Manage brings it all together. The employee Wellness Score charts an employee's progress toward financial well-being. Smart Budgeting and Spending Analysis maintain the discipline necessary to control expenses and accumulate wealth. The BrightPlan dashboard displays a personal balance sheet that highlights each employee's net worth.
  • Supporting all four pillars of BrightPlan's solution - Learn, Plan, Invest, Manage - is our emphasis on fiduciary responsibility. BrightPlan's digital platform and its team of experienced financial advisors deliver advice through a certified fiduciary process. In fact, BrightPlan is the first digital advisor certified by the Centre for Fiduciary Excellence, which requires an annual audit to retain ongoing certification.

Industries Served

  • Technology
  • Healthcare
  • Retail

Clients Include

  • Synopsys
  • Ellucian
  • Pure Storage
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