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BrightPlan Partners With Sourcewell to Bring Financial Wellness
to the Public Sector

Receives approved supplier designation


San Jose, CA, July 11, 2023 – BrightPlan, a leader in Total Financial Wellness, today announced a partnership with Sourcewell, a national cooperative purchasing organization, to bring financial wellness to the public sector. As an approved supplier, BrightPlan will further its mission to make financial success attainable for everyone. 

Sourcewell is recognized for its commitment to streamlining procurement processes and delivering exceptional value to its participating agencies, which include educational institutions, government agencies, and nonprofit organizations. BrightPlan was awarded an approved supplier designation after undergoing a rigorous and intense selection process, demonstrating the company’s dedication to excellence and ability to meet and exceed the needs of Sourcewell participating agencies. These agencies can access BrightPlan's innovative and comprehensive financial wellness solution via the competitively awarded contract that simplifies and expedites the procurement process.

"Many public employers are dedicated to promoting all-around wellness among their workforce," stated Joe Ewald, Sourcewell Insurance Solutions Administrator. "In line with this commitment, Sourcewell conducted a rigorous competitive solicitation process and awarded contracts for employee financial wellness programs and associated employer-sponsored financial solutions. We are pleased with the outcomes of the RFP process and take pride in playing a role in public entities' efforts to empower and support their employees.”

BrightPlan's financial wellness solution provides personalized financial guidance with intuitive technology, empowering employees to make informed decisions and take control of their financial futures. With a focus on holistic financial wellness, BrightPlan addresses the needs of employees at every stage of life and includes access to financial education, digital planning tools, Certified Financial PlannersTM, and the ability for employees to track and manage their finances all in a single place.

"We are honored to be recognized as an approved supplier by Sourcewell," said Joelle Vail, Chief Revenue Officer at BrightPlan. "This partnership not only reinforces our dedication to providing a high-quality financial wellness solution to the public sector but also highlights our commitment to supporting HR leaders. At BrightPlan, we understand the unique challenges faced by employees in the public sector, including pension and retirement concerns, increased financial stress, and a strong desire for job and financial security. Through this collaboration with Sourcewell, we look forward to equipping employers with the tools and resources needed to drive employee well-being and organizational success."

For more information about Sourcewell and its contract with BrightPlan (Contract 031623-BRP), visit


About Sourcewell

Sourcewell is a self-sustaining government organization offering a cooperative purchasing program with more than 400 competitively solicited contracts to government, education, and nonprofit entities throughout North America. By utilizing Sourcewell contracts, participating agencies save time and money by capturing the buying power of more than 50,000 organizations.


About BrightPlan

BrightPlan is a 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. Its unique combination of digital platform and financial planners enables employers to deploy at scale while delivering personalization for employees. The company is the first digital Investment Advisor certified for fiduciary excellence by the Centre for Fiduciary Excellence (CEFEX). For more, visit

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BrightPlan LLC is an SEC-registered investment adviser that offers digital and human investment advice to US 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.