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Oct 22, 2020

Survey: Knowledge Worker Financial Concerns Reach New High

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Oct 06, 2020

BrightPlan Named “Hot Vendor” in Financial Wellness by Leading Analyst Firm, Aragon Research

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Aug 13, 2020

BrightPlan Triples Customer Base for its Total Financial Wellness Solution Amid Pandemic

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May 28, 2020

BrightPlan Adds HR and Tech Leaders As Growth Accelerates

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Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

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Oct 02, 2019

BrightPlan Smart Budget™️ Added To Revolutionary Financial Wellness Platform For Fortune 1000

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Aug 28, 2019

BrightPlan Introduces Revolutionary Financial Wellness Coach

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Jun 12, 2019

BrightPlan Expands Financial Wellness Platform to Power the Growth of the Fortune 1000

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Nov 01, 2017

BrightPlan Launches a First Hybrid-Robo Financial Advisor Certified for Fiduciary Excellence

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May 25, 2017

Silicon Valley Team Brings Digital Wealth Management to Everyone: Prumentum Group Raises $25M Series A, Acquires Stake In Financial-Planning Company Plancorp with $3.6B AUM

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Nov 17, 2020

COVID-19-related financial stress is hurting employee health and well-being

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Oct 30, 2020

Why diversity and inclusion initiatives need financial wellness

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Oct 28, 2020

HR and employees not on the same page when it comes to financial perceptions, survey finds

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Oct 23, 2020

Diversity, Equity And Inclusion: How Financial Wellness Can Help

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Oct 16, 2020

Constellation Research: DisrupTV Episode 210 - Feyzi Fatehi, Marthin De Beer, Robert Rosenberg

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Oct 13, 2020

15 Finance Pros Share Their Favorite Industry Info Resources

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Sep 15, 2020

20 Digital Innovators transforming work

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Aug 19, 2020

A New Vision For Financial Wellness

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Aug 10, 2020

Market Impact Insights: Marthin De Beer - The Wellness Principle

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Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

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Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

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Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

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Feb 06, 2020

Financial Wellness: The New Must-Have Employee Benefit

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Jan 10, 2020

The Million Dollar Homeowning Poor

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Dec 27, 2019

Making Financial Wellness Smarter With AI & Cognitive Computing

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Oct 02, 2019

BrightPlan Smart Budget™ Added To Revolutionary Financial Wellness Platform For Fortune 1000

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Aug 29, 2019

BrightPlan Launches a Financial Wellness Coach

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Aug 28, 2019

Hybrid robo looking to offer financial wellness to retirement plan sponsors

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Jun 13, 2019

BrightPlan Enhances Financial Wellness Platform

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Jun 13, 2019

BrightPlan expands financial wellness platform

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Jun 13, 2019

BrightPlan Enhances Financial Wellness Platform

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Dec 01, 2017

Tools to tackle your own savings crisis

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Nov 14, 2017

$4bn RIA launches robo with ESG plans on the horizon

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Nov 07, 2017

BrightPlan Launches As First Hybrid-Robo Financial Advisor Certified For Fiduciary Excellence

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Nov 03, 2017

Weekly WealthTech Report: The First CEFEX-Certified Robo

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Nov 01, 2017

BrightPlan Launches ‘Hybrid-Robo’ Advisory Service

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Jul 07, 2017

BrightPlan finds co-working space is best solution for growth

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Jun 26, 2017

Plancorp Takes Unique Path To Digital Advice

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May 25, 2017

Upstart Robo Platform Prumentum Takes 40% Stake In Legacy $3.6B Independent RIA PlanCorp

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May 25, 2017

With $25 million in funding, Prumentum Group is building a “hybrid robo” wealth manager

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May 25, 2017

Cynosure, Fremont Back $25 Million Investment in Digital Wealth Platform

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May 25, 2017

Prumentum Group Raises $25M Series A Funding; Acquires Stake in Plancorp

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May 25, 2017

Robo-Advisor takes a stake in Plancorp

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Nov 27, 2020

‘Gamifying’ the Financial Wellness Process: BrightPlan’s New Coach

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BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.

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