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Company profile

BrightPlan

Employer-sponsored financial wellness platform offering AI guidance and access to certified financial advisors.

Boca Raton, Florida, USAFounded 20151-10 employees3
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About

BrightPlan provides a financial wellness platform offered to employees through their employers. It combines an AI financial coach, a mobile-first digital app and access to certified in-country financial advisors, covering areas such as budgeting, saving, investing, debt and retirement. The company markets to global employers and says it supports employees across 50+ countries.

Products

BrightPlan provides a Cloud-based solution that lets employees manage finances, access analytics, view goals and monitor budget planning.

Leadership

founders · executives

BrightPlan — frequently asked questions

What does BrightPlan do?

Employer-sponsored financial wellness platform offering AI guidance and access to certified financial advisors.

Where is BrightPlan headquartered?

BrightPlan is headquartered in Boca Raton, Florida, USA, United States.

When was BrightPlan founded?

BrightPlan was founded in 2015.

Who founded BrightPlan?

BrightPlan was founded by Marthin De Beer.

How many employees does BrightPlan have?

BrightPlan has 1-10 employees.

What kind of HR technology is BrightPlan?

BrightPlan is categorized under Financial Wellness on DHRMap.

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About this listing. DHRMap is an independent directory: profiles are compiled from public sources and the company's own website at the time of listing. Companies, products, ownership and pricing change quickly, so we cannot guarantee that this profile is complete, accurate or current — please confirm details with BrightPlan LLC before relying on them. A listing is not an endorsement.

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