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BrightPlan

Paid
financial wellnessemployee benefitsfintechb2bsaashr techfinancial planningretirementpersonal financeinvestment management

A comprehensive, employer-sponsored financial wellness platform that combines personalized digital tools with access to professional financial advisors to help employees manage their money, achieve goals, and reduce financial stress.

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BrightPlan is a financial wellness benefit solution sold to employers to offer to their workforce. The platform provides employees with a centralized hub for their financial lives, integrating digital tools for budgeting, goal setting, and investment tracking. Its core value proposition lies in its hybrid model, which pairs this technology with unlimited, personalized guidance from certified financial professionals. This allows users to get advice on everything from paying down debt and planning for retirement to managing equity compensation. By addressing the root causes of financial stress, BrightPlan aims to improve employee productivity, engagement, and retention for the companies that offer it.

Pros

  • Hybrid model combining robust digital tools with unlimited access to human financial advisors.
  • Holistic approach covering all aspects of financial health, including budgeting, debt, investing, and equity compensation.
  • Designed as a corporate benefit to demonstrably improve employee financial wellness, productivity, and retention.
  • Provides personalized, goal-based action plans for users.
  • Integrates with key HR systems like payroll and 401(k) providers for a more complete financial picture.

Cons

  • Not available directly to consumers; access is exclusively through an employer-sponsored plan.
  • Pricing is opaque and requires custom quotes, making it difficult for prospective companies to budget without a sales call.
  • The platform's effectiveness for an employee depends on their employer opting for a comprehensive package.
  • Being a B2B service, individual user choice is non-existent.

Key features

  • Digital financial planning dashboard
  • Goal-based planning for retirement, home buying, and education
  • On-demand access to Certified Financial Planners (CFP®)
  • Equity compensation planning and visualization (RSUs, stock options)
  • Financial education resources, articles, and webinars
  • Budgeting and spending analysis tools
  • Investment and net worth tracking

Integrations

ADPWorkdayFidelityCharles SchwabVanguardMorgan StanleyE*TRADETIAAPaychex

Target audience

HR and benefits leaders at mid-to-large enterprises seeking to improve employee well-being. The end-users are employees of these companies, across all income levels and life stages.

Ratings & Reviews

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Key Metrics

Founded

2016

Headquarters

San Jose, USA

Pricing Tiers

Enterprise

Pricing is tailored for companies and based on employee count and selected features. Includes the full digital platform, access to financial professionals, reporting, and integration support. Requires a sales demo and quote.

Custom

Frequently Asked Questions

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LearnLux

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Ready to get started?

Join thousands of users and see how BrightPlan can transform your workflow today.

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