BrightPlan Newsroom

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Apr 01, 2021

BrightPlan Closes $9.5 Million Series A Round as Growth Accelerates

Feb 24, 2021

BrightPlan Launches Innovative Tool To Measure Value of Financial Wellness

Dec 17, 2020

BrightPlan Wins Gold in the 2020 Brandon Hall Group Excellence Awards in Technology

Oct 22, 2020

Survey: Knowledge Worker Financial Concerns Reach New High

Oct 06, 2020

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

Aug 13, 2020

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

May 28, 2020

BrightPlan Adds HR and Tech Leaders As Growth Accelerates

Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

Oct 02, 2019

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

Aug 28, 2019

BrightPlan Introduces Revolutionary Financial Wellness Coach

Jun 12, 2019

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

Nov 01, 2017

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

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

Apr 02, 2021

Axios Pro Rata Newsletter

Apr 01, 2021

Exclusive: BrightPlan Secures $9.5M Series A As Demand Grows For Financial Wellness Tools

Mar 15, 2021

Defining A New Era Of Employee Engagement

Mar 05, 2021

16 Simple Ways For Business Leaders To Get To Know Their Team Better

Mar 01, 2021

Benefits product roundup: ADP, Centivo, Branch, Goodpath, King & Spalding, Microsoft

Feb 23, 2021

Women in Fintech

Feb 23, 2021

Vlad and His Impalers

Feb 22, 2021

13 Practical Ways To Help Employees Adapt To New Technology

Jan 28, 2021

2021 Will Redefine Employee Engagement

Jan 20, 2021

How Employers Can Help Ease Pandemic Financial Stress

Jan 12, 2021

15 HR-Recommended Strategies For Achieving True Diversity And Inclusion

Jan 07, 2021

16 Smart Steps To Take Now To Help Recession-Proof Your Business

Dec 29, 2020

Make the Most of 2021: Tips, Trends & Forecasts for Benefits & Retirement Pros

Dec 28, 2020

From Free Snacks to Employee Wellness

Dec 23, 2020

How HR Can Prioritize The Benefits That Matter Most During Covid-19

Dec 18, 2020

13 Tips For Making The Best Impression On Potential New Hires

Nov 17, 2020

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

Oct 30, 2020

Why diversity and inclusion initiatives need financial wellness

Oct 28, 2020

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

Oct 23, 2020

Diversity, Equity And Inclusion: How Financial Wellness Can Help

Oct 16, 2020

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

Oct 13, 2020

15 Finance Pros Share Their Favorite Industry Info Resources

Sep 15, 2020

20 Digital Innovators transforming work

Aug 19, 2020

A New Vision For Financial Wellness

Aug 10, 2020

Market Impact Insights: Marthin De Beer - The Wellness Principle

Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

Feb 06, 2020

Financial Wellness: The New Must-Have Employee Benefit

Jan 10, 2020

The Million Dollar Homeowning Poor

Dec 27, 2019

Making Financial Wellness Smarter With AI & Cognitive Computing

Oct 02, 2019

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

Aug 29, 2019

BrightPlan Launches a Financial Wellness Coach

Aug 28, 2019

Hybrid robo looking to offer financial wellness to retirement plan sponsors

Jun 13, 2019

BrightPlan Enhances Financial Wellness Platform

Jun 13, 2019

BrightPlan expands financial wellness platform

Jun 13, 2019

BrightPlan Enhances Financial Wellness Platform

Dec 01, 2017

Tools to tackle your own savings crisis

Nov 14, 2017

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

Nov 07, 2017

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

Nov 03, 2017

Weekly WealthTech Report: The First CEFEX-Certified Robo

Nov 01, 2017

BrightPlan Launches ‘Hybrid-Robo’ Advisory Service

Jul 07, 2017

BrightPlan finds co-working space is best solution for growth

Jun 26, 2017

Plancorp Takes Unique Path To Digital Advice

May 25, 2017

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

May 25, 2017

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

May 25, 2017

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

May 25, 2017

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

May 25, 2017

Robo-Advisor takes a stake in Plancorp

Apr 11, 2021

BrightPlan Newsroom

BrightPlan Closes $9.5 Million Series A Round as Growth Accelerates

BrightPlan Launches Innovative Tool To Measure Value of Financial Wellness

BrightPlan Wins Gold in the 2020 Brandon Hall Group Excellence Awards in Technology

Survey: Knowledge Worker Financial Concerns Reach New High

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

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

BrightPlan Adds HR and Tech Leaders As Growth Accelerates

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

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

BrightPlan Introduces Revolutionary Financial Wellness Coach

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

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

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

Axios Pro Rata Newsletter

Exclusive: BrightPlan Secures $9.5M Series A As Demand Grows For Financial Wellness Tools

Defining A New Era Of Employee Engagement

16 Simple Ways For Business Leaders To Get To Know Their Team Better

Benefits product roundup: ADP, Centivo, Branch, Goodpath, King & Spalding, Microsoft

Women in Fintech

Vlad and His Impalers

13 Practical Ways To Help Employees Adapt To New Technology

2021 Will Redefine Employee Engagement

How Employers Can Help Ease Pandemic Financial Stress

15 HR-Recommended Strategies For Achieving True Diversity And Inclusion

16 Smart Steps To Take Now To Help Recession-Proof Your Business

Make the Most of 2021: Tips, Trends & Forecasts for Benefits & Retirement Pros

From Free Snacks to Employee Wellness

How HR Can Prioritize The Benefits That Matter Most During Covid-19

13 Tips For Making The Best Impression On Potential New Hires

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

Why diversity and inclusion initiatives need financial wellness

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

Diversity, Equity And Inclusion: How Financial Wellness Can Help

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

15 Finance Pros Share Their Favorite Industry Info Resources

20 Digital Innovators transforming work

A New Vision For Financial Wellness

Market Impact Insights: Marthin De Beer - The Wellness Principle

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

Financial Wellness: The New Must-Have Employee Benefit

The Million Dollar Homeowning Poor

Making Financial Wellness Smarter With AI & Cognitive Computing

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

BrightPlan Launches a Financial Wellness Coach

Hybrid robo looking to offer financial wellness to retirement plan sponsors

BrightPlan Enhances Financial Wellness Platform

BrightPlan expands financial wellness platform

BrightPlan Enhances Financial Wellness Platform

Tools to tackle your own savings crisis

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

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

Weekly WealthTech Report: The First CEFEX-Certified Robo

BrightPlan Launches ‘Hybrid-Robo’ Advisory Service

BrightPlan finds co-working space is best solution for growth

Plancorp Takes Unique Path To Digital Advice

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

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

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

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

Robo-Advisor takes a stake in Plancorp

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

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