BrightPlan
Leading AI-powered financial wellness platform delivering measurable workforce insights and improved employee outcomes.
Human Resources·0 Followers
Overview
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 g...See more
Website
https://www.brightplan.com/Industry
Human Resources
Company size
64 employees
Headquarters
Boca Raton, FL
Founded
2016
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Funding Rounds (1)
Series C
Announced on 9/8/2026
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