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making MONEY simple

 

"BrightPlan has digitized Plancorp’s financial planning and investment approach. Now everyone can access personalized advice to help get their financial house in order."

Peter Lazaroff, Co-Chief Investment Officer, BrightPlan and Plancorp

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Become a Money Master

BrightPlan is an employee benefit that helps you achieve your most important financial life goals. Let’s get crackin’

Take the pulse of
your financial health

  • Assess if you're on the path towards financial well-being
  • Check your retirement readiness
  • See if you have enough cash stashed for when life throws you curveballs
Get your financial wellness score

Receive personalized financial advice

  • Get on-demand digital advice based on your goals and life situation
  • Talk with a financial advisor when you need a boost of confidence
Get started

Improve your
financial well-being

  • Gain insight into your spending with monthly trend analysis
  • Invest intelligently with portfolio advice on all your investments
How it works

Spend smarter
with Smart Budget
 

Maximize your
Company Benefits

Invest with confidence

 
 
Plan for all life's goals
 
 

Keeping your data secure

  • Strict access controls

    No one has access to your account credentials and BrightPlan never saves or stores credentials for your linked financial accounts.

  • Data encryption

    All your data is encrypted at rest and in transit. BrightPlan requires the latest TLS for authentication and encryption.

  • Partnering with the best

    BrightPlan leverages the cloud platforms of industry leaders to keep your data and account information secure.

Learn more about our security measures

For the best experience download our app.


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    Enhanced security features

    Keep your account safe with TouchID and Facial Recognition

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    Personalized alerts

    Timely notifications with spending insights and financial advice

Recognized by the best

Logos for Forbes, Wall Street Journal, CNN Money, HR Technologists, 401K Specialist

BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.

© 2024 BrightPlan LLC

BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.