Locations
San Jose, CA, USA
industry
Administrative Services · Finance · Health · HR and Recruiting
Size
51-200 employees
Stage
Series B
founded in
2015
BrightPlan is a comprehensive financial wellness platform designed to support employers in delivering top-tier financial health benefits to their employees. The platform features a patented Financial Wellness AI Coach that provides real-time, personalized guidance, helping employees navigate their financial challenges effectively. By offering a combination of digital tools and access to in-country financial advisors, BrightPlan differentiates itself in the market by ensuring that employees receive tailored advice that acts in their best interest. The platform is optimized for mobile use, allowing employees to track their financial goals and reduce stress. With a focus on holistic well-being, BrightPlan positions itself as a leader in the financial wellness space, catering to organizations looking to enhance employee engagement and retention through robust financial benefits.
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