Scale Client Engagement Without Losing Advisor Control

BrightPlan helps advisors and wealth firms deliver continuous, digital financial guidance under their own brand. A fully white-labeled AI Financial Coach engages clients between meetings, addressing day-to-day financial decisions while reinforcing your planning approach.

Explore Advisor-Owned Digital Guidance

Empowering and achieving results together with:

Embedded Financial Well-Being for Modern Wellness Platforms

BrightPlan partners with wellness platforms that recognize financial stress as a primary driver of mental, emotional, and physical health.

We 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.

For organizations seeking deeper ownership, BrightPlan supports fully white-labeled and co-branded deployments, including a custom AI Financial Coach trained on your content, philosophy, and approach to well-being. This delivers trusted, on-demand financial guidance under your brand, without adding operational burden or replacing human care models.

Built to support global workforces across 50+ countries with consistent, measurable financial well-being outcomes.

What you gain:

Seamless integration of financial well-being into your wellness platform
Higher utilization across wellbeing programs
Clear insights connecting financial confidence to engagement and stress reduction
Differentiation in a crowded wellness market