BrightPlan

Bright Plan

Human Resources, 75 E Santa Clara St Fl 5, Los Gatos, California, 95113, United States, 11-50 Employees

brightplan.com

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Who is BRIGHTPLAN

BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of ...

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  • 75 E Santa Clara St Fl 5, Los Gatos, California, 95113, United States Headquarters: 75 E Santa Clara St Fl 5, Los Gatos, California, 95113, United States
  • 2016 Date Founded: 2016
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Human Resources

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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BrightPlan Org Chart and Mapping

Employees

Steven Hughes

Senior Strategic Account Executive

Joshua Chen

Senior Software Engineer

Matthew Forrest

Senior Strategic Account Executive

Daniel Lee

Director, Financial Planning and Advice

Huey Vo

Software Architect

Aidan Garcia

Partner Channel Manager

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Frequently Asked Questions Regarding BrightPlan

Answer: BrightPlan's headquarters are located at 75 E Santa Clara St Fl 5, Los Gatos, California, 95113, United States

Answer: BrightPlan's phone number is 85********

Answer: BrightPlan's official website is https://brightplan.com

Answer: BrightPlan's revenue is $10 Million to $25 Million

Answer: BrightPlan's SIC: 6282

Answer: BrightPlan's NAICS: 523940

Answer: BrightPlan has 11-50 employees

Answer: BrightPlan is in Human Resources

Answer: BrightPlan contact info: Phone number: 85******** Website: https://brightplan.com

Answer: BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. 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 integrated with employer benefits. BrightPlans mission is to make financial success attainable for everyone. The BrightPlan solution includes an AI-powered digital platform combined with experienced financial advisors. This unique combination of digital and human expertise is used by thousands of employees and supports each aspect of personal financial and wealth management from - financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer. BrightPlan guides each employee to identify their unique financial goals and create a plan to achieve them. Personalized recommendations, supported by digital and human advice, set employees up to become and stay financially well. With tailored financial education, employees better understand and maximize corporate benefits, increasing employee engagement and retention. The BrightPlan employer dashboard provides objective insights into the financial wellbeing of your employees, with actionable strategies for continued improvement.

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