Extend Your Platform with Embedded Financial Well-Being

BrightPlan partners with wellness, wealth, and workplace platforms to deliver financial well-being directly within the experiences employees already trust.

Through co-branded or fully white-labeled integrations, partners expand their offering with personalized financial guidance, planning tools, and AI-supported engagement helping clients improve financial outcomes while strengthening platform value.

Explore Strategic Partnerships

Empowering and achieving results together with:

Financial Well-Being Built for Strategic Partners

BrightPlan provides enterprise-ready financial well-being infrastructure designed for partners who want to embed financial wellbeing into their existing ecosystem. Our platform supports financial literacy, personalized guidance, AI-powered engagement, and scalable integrations; enabling partners to deliver measurable outcomes while strengthening their own product or advisory offering.

Explore BrightPlan's Solution

Deliver Financial Well-Being Globally

BrightPlan enables partners to deliver consistent, personalized financial support to members worldwide; supporting individuals across financial literacy, spending, saving, debt, and long-term planning.

Our platform is designed for global workforces, with coverage across 50+ countries and flexible deployment through co-branded or white-labeled experiences.
Partners can integrate financial well-being alongside existing benefits, advisory services, or wellness solutions; expanding impact while maintaining their brand and delivery model.

Retirement Plan Providers & TPAs

Extend participant engagement beyond enrollment and periodic education; supporting the everyday financial behaviors that drive long-term retirement readiness.

Wellness Solutions

Embed personalized financial guidance directly into existing wellness ecosystems, including EAPs, mental health solutions, physical wellness programs, and broader well-being platforms, enabling partners to deliver integrated, preventive support at enterprise scale.

Financial Advisors, RIAs & Wealth Firms

Stand out with a turnkey financial wellbeing solution that grows credibility, deepens client loyalty, and drives sustainable revenue.

Benefits Consultants & Insurance Brokers

Extend your guidance model through a fully white-labeled digital experience, including a custom AI Financial Coach aligned to your firm’s philosophy, language, and planning approach.

HCM & HR Technology Providers

Integrate financial well-being directly into your HCM or HR technology ecosystem delivering personalized guidance, planning tools, and on-demand support within the flow of work.

Give them benefits that
drive engagement

Empower your customers with financial benefits that improve employee confidence, reduce stress, and deliver measurable business impact - all in one seamless experience.