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
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
Advisor
2016-01-01
Advisor
2016-01-01
Board_member
2017-05-01
Board_member
2021-04-01
Advisor
2016-01-01
Advisor
2016-01-01
Advisor
2016-01-01
Board_member
2017-05-01
Current Employees Featured
Marthin De Beer Founder and CEO @ BrightPlan
Founder and CEO
2016-01-01
Krutarth Shah Chief Development Officer (CDO) @ BrightPlan
Chief Development Officer (CDO)
2016-01-01
Larry Robinson Chief Product Officer @ BrightPlan
Chief Product Officer
2016-01-01
Neha Mirchandani CMO @ BrightPlan
CMO
2020-05-01
Sayed Darwish Chief Compliance and Legal Officer @ BrightPlan
Chief Compliance and Legal Officer
2017-01-01
Jeff Buckner Co-Chief Investment Officer @ BrightPlan
Co-Chief Investment Officer
2017-11-01
Iiro Isotalo Director of Product Management @ BrightPlan
Director of Product Management
2021-05-01
Joelle Vail Chief Revenue Officer @ BrightPlan
Chief Revenue Officer
2022-02-01
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"
About BrightPlan
Board of Directors are of BrightPlan Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Center for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It …See details»
BrightPlan - Crunchbase Company Profile & Funding
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 …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»
BrightPlan - LinkedIn
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»
BrightPlan - Funding, Financials, Valuation & Investors - Crunchbase
BrightPlan provides Total Financial Wellness for all employees by creating a plan to achieve their financial goals. Search Crunchbase. Start Free Trial . ... How much funding has this …See details»
BrightPlan Company Profile - Office Locations, Competitors ... - Craft
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»
BrightPlan - Org Chart, Teams, Culture & Jobs - The Org
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»
BrightPlan - Overview, News & Similar companies | ZoomInfo.com
BrightPlan 2023 Wellness Barometer Survey reveals financial stress has skyrocketed amid economic uncertainty, affecting employee well-being and organizational success SAN JOSE, …See details»
BrightPlan - Contacts, Employees, Board Members, Advisors
Organization. BrightPlan . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News. Similar Companies. Highlights. ... BrightPlan has 8 board members and …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 unaffiliated third parties. All investing involves risk, …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»
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 | Company Overview & News - Forbes
BrightPlan Company Stats. As of March 2024. Industry Healthcare Founded 2015 Headquarters San Jose, California Country/Territory United States CEO & Founder Marthin De Beer. Forbes …See details»
BrightPlan | Explore Products, Reviews & Company Details
Find products and services offered by BrightPlan. Learn more about BrightPlan and get industry insights in the SHRM Human Resource Vendor Directory. ... technology delivers dynamic …See details»
BrightPlan Resources
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 training nor does it …See details»
BrightPlan Introduces AI-Powered Financial Wellness Coach - PR …
Aug 13, 2024 The Coach empowers employees around the world with 24/7 personalized financial guidance to improve overall wellness and financial health. SAN JOSE, Calif., Aug. 13, …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. BrightPlan Wealth Management …See details»
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»
BrightPlan Launches New Capabilities to Support Responsible …
SAN JOSE, Calif., Nov. 16, 2021 /PRNewswire/ -- BrightPlan, a leader in Total Financial Wellness, today announced the launch of its environmental, social and governance (ESG) …See details»