BrightPlan Wins Gold in Brandon Hall Group’s 2024 Excellence in Technology Awards

Total financial wellness leader recognized for using generative AI in Best Advance in Corporate Well-being Technology

SAN JOSE, Calif. – December 11, 2024 – BrightPlan, a leader in total financial wellness for enterprise organizations, won the prestigious annual Brandon Hall Group Gold Award for excellence in the “Best Advance in Corporate Wellbeing Technology” category, as well as the annual Bronze Award for excellence in the “Best Generative AI Human Resource Technology” category. This recognition on December 5, 2024, comes at the end of a tremendous year of growth for BrightPlan as the company more than doubled new recurring revenue and continues to receive accolades for innovation within HR and financial technology.

"Financial wellness is now the top desired benefit being requested from employers around the world, reflecting people's need for a trusted solution and a way to better manage and navigate their ever-changing finances," said Marthin De Beer, Founder and CEO of BrightPlan. "The recognition from this award continues to validate our understanding at BrightPlan of how people want to experience finances differently, while giving employers a path to support their people in a meaningful way. Our solution helps remove the financial stress that hinders employees from bringing their best and most productive selves to work," De Beer stated. "I want to recognize everyone at BrightPlan for their commitment to bringing financial wellness to all and rising above and beyond to make a meaningful difference for so many amazing companies and their employees."

BrightPlan's holistic, scalable technology empowers organizations with the ability to provide their employees a global financial education with guidance from both AI and live advisors, increasing their well-being, and helping them be more productive at work. Released this past year, BrightPlan’s Financial Wellness AI Coach delivers personalized insights and action steps based upon each user’s unique financial situation. All guidance is certified fiduciary in nature, which means it is solely in the employee’s best interest. This allows employers to be confident in supporting their employees’ financial goals and overall well-being while achieving increased productivity and engagement in their workforce.

"In our 31st year, the Excellence in Technology Awards continue to showcase the best innovations in learning, talent management, talent acquisition, HR, workforce management, and sales enablement technologies. We are proud to receive applications from a diverse range of organizations globally, reflecting the ever-evolving landscape of technology solutions," said Brandon Hall Group Chief Operating Officer Rachel Cooke, leader of the Excellence Awards program.

Entries were evaluated by a panel of veteran, independent senior industry experts, Brandon Hall Group analysts, and executives based upon these criteria: fit the need, program design, functionality, innovation, and overall measurable benefits.

About BrightPlan®
BrightPlan is a global leader in Total Financial Wellness. The company provides a comprehensive global solution that addresses all aspects of employees’ financial health at every stage of life and empowers HR teams to enhance the employee experience and better attract, retain, and engage talent. The unique combination of its digital platform and expert financial planners enables employers to deploy financial wellness solutions at scale while delivering personalization for employees. To learn more, visit brightplan.com.

About Brandon Hall Group™
Brandon Hall Group is the only professional development company that offers data, research, insights, and certification to Learning and Talent executives and organizations. The best minds in Human Capital Management (HCM) choose Brandon Hall Group to help them create future-proof employee development plans for the new era. For over 30 years, Brandon Hall Group has empowered, recognized, and certified excellence in organizations worldwide, influencing the development of over 10 million employees and executives. The complete list of winners can be viewed here.

Media Contact:
Rose Gebken
707.889.1895
pr@brightplan.com

Disclosures:

BrightPlan LLC® is an SEC-registered investment adviser that offers digital and human investment advice to U.S. residents. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is neither registered with any international agency to provide, nor does it provide, any investment advice to non-U.S. residents. BrightPlan is a registered trademark of BrightPlan, LLC. BrightPlan is certified by the Center for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. BrightPlan paid a submission fee to be considered for this award.