Defining Financial Wellness for a Global Workforce
BrightPlan has redefined financial wellness for global employers by providing a one-of-a-kind employee experience. This enables HR and benefit teams to make a lasting impact on their employees’ lives while attracting, retaining, and engaging a high-performing workforce.
Scalable Financial Wellness for Diverse Workforces
Just Ask Your AI Coach
The BrightPlan Financial Wellness Coach offers instant, personalized financial guidance, tailored to each employee’s unique situation, benefits, and goals, regardless of language.
Our advisors are ready to help guide your employees.
We provide certified financial advisors who meet our rigorous, proven standards to be confident your employees receive the highest quality guidance and a clear path to financial success. This means:
Financial advisors supporting over 50 countries
Unlimited access to dedicated certified financial advisors (or country equivalent)
Provide personalized, benefit-aware financial guidance
Advisors are compensated via salary only (no commissions or product incentives)
BrightPlan partners with your team to deliver comprehensive engagement support that makes a meaningful impact for both your employees and your organization.
Stress-free collaborative and consistent launch experience regardless of country
Quarterly persona-based guided programs with contests and challenges
Special interest programs like Military, DEIB, GenZ, and Executive Concierge
Event Support like open enrollment, benefit fairs and equity events (ESPP)
At BrightPlan, financial wellness goes beyond a point solution,
offering holistic solution with benefit navigation that amplifies organizational goals with measurable results. By combining people, technology, and employee engagement, we help global enterprises and their employees drive meaningful success.
Best-in-class security is our top priority for global workforces.
We lead financial wellness providers with the most advanced security measures available to prioritize your employees’ privacy and data security.
We voluntarily go above and beyond government requirements for data security and adhere to strict data protection regulations, in addition to all compliance requirements.
BrightPlan partners with leading organizations across wellness, HR technology, and benefits to deliver measurable impact for employers and employees — and accelerate partner growth.
Reduce stress, increase engagement, and deliver measurable ROI. Stand out with proactive support that prevents crises and strengthens long-term retention.
Discover how BrightPlan has transformed the financial journey for employees worldwide.
I love the ability to bring in my various accounts and see a holistic view of my financial standing. This allows me to set meaningful goals… I recently experienced a major life change and with the BrightPlan webinars and app, I have been able to assess my new situation.
Verified User Information Technology & Services, Enterprise (1000+ employees)
Holistic wellness means meeting people where they are and supporting their well-being—physically, mentally and financially. BrightPlan took our financial wellness offering to the next level and helped us empower our associates to bring their best selves to work.
BrightPlan’s platform provides employees with access to educational resources and personalized financial guidance. It allows employees to set financial goals and track their progress over time—supporting budgeting, retirement planning, and debt management.
Brandon Hall GroupResearch & Advisory
These testimonials are from current customers about their experiences working with BrightPlan. These customers were not provided any compensation in exchange for their review, and the customers gave expressed consent for their review to be used in educational, marketing, and promotional materials.
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