BrightPlan
@brightplan.com
BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs. The platform combines AI-powered financial planning with access to experienced financial advisors to deliver personalized, real-time guidance across budgeting, debt management, investing, retirement, and wealth planning. It integrates directly with employer benefits to drive higher utilization and better decision-making. Employers gain visibility into workforce financial health through a centralized dashboard with actionable insights. This enables more effective benefits strategies, stronger employee engagement, and improved retention. BrightPlan is certified for fiduciary excellence, providing objective guidance designed to align with employee best interests.
BrightPlan's Company Logos


BrightPlan's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#4A94CF
Shakespeare
74, 148, 207
207, 58, 55
64, 29, 0, 19
#FED331
Sunglow
254, 211, 49
47, 99, 59
0, 17, 81, 0
#16284E
Bunting
22, 40, 78
221, 56, 20
72, 49, 0, 69
About BrightPlan
BrightPlan is a brand that offers a comprehensive financial wellness solution designed to empower employees to achieve financial success at every stage of their lives. With their Total Financial Wellness program, BrightPlan provides a digital platform and services that enable individuals to take control of their finances on their terms. The benefits of BrightPlan are evident, with enrolled employees experiencing a 55% increase in retention compared to the national average.
Additionally, BrightPlan users have emergency and retirement savings rates that far surpass the national medians, ensuring financial security for the future. Trusted by global enterprises, small businesses, governments, and everyone in between, BrightPlan offers unique data-driven insights that allow businesses to meet the specific needs of their workforce. By partnering with BrightPlan, organizations can optimize benefits offerings, enhance diversity, equity, and inclusion initiatives, and drive productivity and engagement.
With BrightPlan, you can attract and retain top talent, provide a more human and empathetic employee experience, improve holistic well-being, and promote equal opportunity for all employee groups. Discover the BrightPlan advantage and set the standard for financial empowerment in your industry
Company type
Privately Held
Year founded
2016
Company size
11-50 employees
Related Brands
Tags
Financial wellness software
Financial coaching platform
Employee benefits enablement
AI advisor assistance
HRIS integrations
