BRIGHTPLAN
BrightPlan's mission is to make financial wellness attainable for everyone. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is realtime, personalized and integrated with employer benefits.
BRIGHTPLAN
Industry:
FinTech Human Resources Wellness
Founded:
2016-01-01
Address:
San Jose, California, United States
Country:
United States
Website Url:
http://www.brightplan.com
Total Employee:
51+
Status:
Active
Email Addresses:
[email protected]
Total Funding:
12.1 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default LetsEncrypt Google Tag Manager Content Delivery Network Domain Not Resolving Mobile Non Scaleable Content Amazon
Current Advisors List
Current Employees Featured
Founder
Investors List
The Cynosure Group
The Cynosure Group investment in Series A - BrightPlan
Still Capital Partners
Still Capital Partners investment in Series A - BrightPlan
Fremont Group
Fremont Group investment in Series A - BrightPlan
Hawk Partners
Hawk Partners investment in Series A - BrightPlan
Key Employee Changes
| Date | New article |
|---|---|
| 2022-02-24 | BrightPlan Expands Executive Team With Key New Hire |
Official Site Inspections
http://www.brightplan.com Semrush global rank: 1.75 M Semrush visits lastest month: 13.49 K
- Host name: 199.60.103.182
- IP address: 199.60.103.182
- Location: Canada
- Latitude: 43.6319
- Longitude: -79.3716
- Timezone: America/Toronto
More informations about "BrightPlan"
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BrightPlan's mission is to make financial wellness attainable for everyone. BrightPlan is a generative AI SaaS platform built to deliver robust financial …See details»
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BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and ...See details»
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BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comp... Read more. Industries. Human Resources. Headquarters. Los Gatos, United States. …See details»
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BrightPlan is a company that develops a financial wellness platform for employees. It partners with employers to help employees achieve financial wellness through digital goals-based …See details»
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BrightPlan has announced that Grace G. has joined the organization as Chief Financial Officer. Award. BrightPlan has been named on the USA Today 2023 Best Financial Advisory Firms …See details»
BrightPlan Total Financial Wellness
Empowering Your Organization. ... BrightPlan is certified by the Center for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. …See details»
BrightPlan Closes $9.5 Million for Employee Financial Wellness
BrightPlan, a leader in Total Financial Wellness, today announced that it has closed a $9.5 million Series A funding round led by the Fremont Group and the Cynosure Group, and joined by Still …See details»
BrightPlan - Advisory and Governance - The Org
The Advisory and Governance team at BrightPlan comprises a diverse group of board members and advisors dedicated to enhancing the company’s strategic direction and ensuring …See details»
BrightPlan Leadership
Marthin is the founder and CEO of BrightPlan. Prior to BrightPlan, Marthin was a Senior Vice President at Cisco Systems where he led multiple businesses from idea to over $1 billion in …See details»
Financial Planners - BrightPlan
BrightPlan is neither registered with any international agency to provide, nor does it provide, any investment advice to non-U.S. residents. Financial advisors may be made available through …See details»
BrightPlan
BrightPlan is an employee benefit that helps you achieve your most important financial life goals. Visualize a beautiful life. Achieve it with BrightPlan.See details»
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BrightPlan Unveils Strategy and New Solutions to Address Top …
SAN JOSE, Calif., Jan. 19, 2022 /PRNewswire/ -- BrightPlan, a leader in Total Financial Wellness, today unveiled its strategy and first phase of new solutions for addressing four top challenges ...See details»
BrightPlan: A Comprehensive Review of Financial Wellness Services
Dive into our comprehensive review of financial wellness services to discover how they enhance corporate wellness, key benefits, and choosing the right provider for empowering your …See details»
BrightPlan in the News
Jul 11, 2023 BrightPlan LLC is an SEC-registered investment adviser that offers digital and human investment advice to US residents. Registration does not imply a certain level of skill or …See details»
BrightPlan - Features & Pricing (May 2025) - SaaSworthy
3 days ago BrightPlan is a comprehensive solution designed to help employers provide top-notch financial health and well-being benefits for their employees. Introducing the Financial …See details»
BrightPlans - Login
Questions? We are here to help! [email protected] +44 207 0787 687See details»
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BrightPlan Digital Platform
Plan. BrightPlan Financial Wellness Coach™ delivers a personalized roadmap for every employee BrightPlan Total Rewards Statement helps you attract, retain, and motivate your …See details»