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Our mission is to help people plan and invest for a brighter future.

BrightPlan - Financial Advice

We think differently

Our mission at BrightPlan is to deliver an exceptional service that inspires people to discover their dreams, set life and financial goals, and easily implement and track their plan. Our belief is that a good plan, well executed, can help make dreams a reality.


What we value

Who you are and how you work are just as important as what you can do.



Be accountable

Stay true to your word.



Your opinion matters, speak up.


Be Passionate

Care for our customers, and they'll care for us.


Be Frugal

Invest in things that will have the biggest impact on our success.


Build Trust

Our success and work satisfaction depends on it.


Enjoy Yourself

Have fun, do good work, and don’t take things too seriously.

Join us

We are at the beginning of an exciting journey. Our vision is clear. Success is in the hands of our people. We value diversity and welcome something of everything – true innovation comes at the intersection of different backgrounds, experience and points of view.

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The perks


Competitive salaries 


Annual Bonus program


Generous equity incentive program


Great benefits for employees and their families and flexible PTO


401k Plan with employer contribution


Use BrightPlan for free!

How we align for success

We want you to have a happy and fulfilling life both inside and outside of work, because selfishly we know that will make you a more productive employee. So we give you better pay and health insurance, the flexibility to work from home a couple days a week, and a flexible PTO program that makes sure you're leaving the office to recharge and spend time with your family. Honestly, life is too beautiful to just spend it working. 


Open positions


Are you ready to help people make their financial dreams a reality? If you have 5+ years experience building products as a Java engineer, we would like to hear from you. BrightPlan is hiring a Senior Java Engineer to join our rapidly growing company.
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Are you ready to help people make their financial dreams a reality? We are looking for a Salesforce Engineer with 4+ years of experience building products and with Platform Developer Certification to join our company.
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Our Sales Team plays a critical role in our mission. If you love closing deals and being on the front edge of new technology, then this may be the right fit for you.
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