Embed Financial Well-Being Into Your Wellness Platform

BrightPlan enables wellness platforms to address financial stress as a core driver of overall health. We integrate personalized financial guidance directly into your existing ecosystem, including EAPs, mental health, and physical wellness programs.

Explore Financial Well-Being Integration

Empowering and achieving results together with:

From Participant Engagement to Retirement Readiness and Beyond

BrightPlan partners with retirement plan providers and TPAs to extend participant engagement beyond enrollment and periodic education; supporting the everyday financial behaviors that drive long-term retirement readiness.

By addressing participants’ full financial picture, including spending, debt, savings, and financial confidence, BrightPlan helps close readiness gaps earlier, without adding administrative burden or disrupting plan operations.
Delivered through co-branded or fully white-labeled experiences, including optional AI-supported financial guidance, BrightPlan enables continuous engagement while preserving your relationship with plan sponsors and participants.
Ongoing engagement generates actionable insights that help identify participants ready for deeper planning conversations, advice, or next-step solutions within a compliant, provider-led framework.