BrightPlan

BrightPlan is a financial wellness technology company dedicated to making financial success attainable for everyone. They provide a comprehensive suite of services for both employers and employees, including financial education, goals-based planning, investment advice, and personal financial management. Their mission is to empower individuals to achieve their financial goals, reduce financial stress, and improve overall well-being. BrightPlan is differentiated by its focus on fiduciary practices, meaning they prioritize the best interests of their clients and are certified by the Centre for Fiduciary Excellence.

BrightPlan's technology platform provides personalized guidance through their AI-powered Financial Wellness Coach, allowing users to set goals, track progress, and access real-time advice. They also offer access to certified financial planners who can provide personalized support and guidance. BrightPlan's services are designed to be accessible to all employees, regardless of their income level or financial knowledge. They also provide employers with data-driven insights to help them understand the impact of financial wellness on their workforce, ultimately helping businesses to attract, retain, and engage top talent.

BrightPlan offers flexible work arrangements, including the ability to work from home. This is highlighted in employee testimonials, where they express appreciation for the trust and flexibility provided by the company. The company values work-life balance and provides generous benefits, including flexible PTO, in addition to competitive salaries and a bonus program.

BrightPlan offers a competitive benefits package that includes competitive salaries, an annual bonus program, a generous equity incentive program, great benefits, and flexible PTO. They also provide a 401(k) plan with annual Safe Harbor contributions and free use of the BrightPlan app for life.

BrightPlan's mission is to make financial success attainable for everyone. They believe that by building personalized plans tailored to individual aspirations and dreams, people can make better financial decisions and achieve long-term success. This mission drives their comprehensive employee financial wellness service which combines education, goal-based planning, investment advice, and personal financial management.

BrightPlan promotes a culture that is collaborative, lively, and values work-life balance. They encourage their employees to be accountable, honest, passionate, frugal, trustworthy, and fun. They offer a collaborative work environment where employees feel comfortable sharing their whole selves and working as one team. BrightPlan emphasizes a lively atmosphere where the team enjoys working together and having fun. They are also committed to providing a work-life balance that allows employees to have fulfilling lives outside of work.

BrightPlan recognizes the significant disparities in financial wellness across different demographics and strives to level the playing field for all employees. Their approach focuses on supporting the diverse needs of employees through customized solutions, including tailored webinars for Employee Resource Groups (ERGs) on relevant topics, bilingual financial planners, and quarterly reports and dashboards customized to each company's demographics. BrightPlan aims to ensure access to financial education and guidance regardless of gender, income, race, or educational background.