Technology-Driven
Unmatched Personalization

At BrightPlan, our mobile-first technology brings together over a decade of experience, expert content, advisor guidance, and resources directly to each employee’s pocket, ready to answer their questions, on their time, in their language.

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Empowering and achieving results together with:

Financial Wellness AI Coach

BrightPlan has transformed financial guidance with personalized real-time support, access to guidance 24/7, anywhere, in any language, to address each employee’s unique financial questions and needs.

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A Central Hub for Total Financial Wellness

Content built exclusively for employee success

BrightPlan leverages over a decade of proprietary financial content like articles, infographics, calculators, webinars, courses, and more designed solely to support your employees’ goals. We never sell products or services and always act in their best interests, personalized to meet them where they are at and guide them to where they want to be.

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Seamless Integrations

There’s a lot of HR technology, but only one employee experience. Integrations are key to delivering the best experience, so BrightPlan ensures system limitations never hold back employee success. From HRIS and benefits administration platforms to rewards programs, we help provide the information employees need to fully leverage your total compensation and benefits and make a meaningful impact on their financial well-being.

The Power of People

It takes a team to achieve great results. BrightPlan offers certified financial expertise to support employees with global advisors, empowers HR and people teams to create meaningful impact, and navigates the complexity of scaling for the world’s largest employers with unmatched enterprise-level experience.

Financial Advisors

With advisors supporting 50+ countries, BrightPlan delivers a best-in-class experience rated 9.7/10 in post-meeting surveys. Employees get free, unlimited access to certified advisors, with flexible options to engage in ways that meet their needs.

The Advisor Experience

Dedicated Support for People Leaders

BrightPlan partners directly with your local HR, Benefits, and Total Rewards leaders through a high-touch service model designed for scale. Our Customer Success and Program Strategy teams lead implementation, engagement campaigns, and ongoing optimization — so your team stays focused on priorities while we drive results. Think of us as an extension of your team.

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Enterprise-level Experience

BrightPlan’s leadership brings Fortune 500 experience and is guided by technology and HR advisory teams, ensuring our solutions scale across global workforces to improve lives and deliver measurable ROI to employers.

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Program Driven Employee Engagement

People leaders face the challenge of driving meaningful engagement with benefits that attract, support, and retain top talent. BrightPlan differentiates itself by delivering employer support throughout the employee lifecycle with motivating communications, targeted programs and actionable challenges to help employees make real progress.

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Strategic Programs

People leaders know their workforce and the areas of financial wellness they want to emphasize. Whether it’s a year-long program like Financial Wellness Month, a targeted initiative such as DEIB, or focusing on ensuring employee’ retirement readiness, BrightPlan enables you to connect with employees in meaningful ways.

Contests & Incentives

Getting started and staying on track can be challenging, but small steps make a big difference. BrightPlan’s Employee Success team uses gamification and contests to make finances fun, boost engagement, and drive lasting change for your employees.

Annual Engagement Playbook

Financial situations are deeply personal and cannot be defined by role or salary. BrightPlan empowers employees to address their unique financial needs with playbooks that combine technology, people, and programs by blending core and custom initiatives that also support organizational priorities such as equity events, M&A, workforce changes, employee special interest groups, and more.

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Mobile BrightPlan, Experience

BrightPlan’s app, rated 4.8/5, is designed to put the entire financial journey in their pocket. Behind the app, is our comprehensive digital platform, accessible on desktop and organized to ensure employees get the full benefit of expert guidance anytime, anywhere.

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What Our Customers Are Saying

Discover how BrightPlan has transformed the financial journey for employees worldwide.

I love the ability to bring in my various accounts and see a holistic view of my financial standing. This allows me to set meaningful goals… I recently experienced a major life change and with the BrightPlan webinars and app, I have been able to assess my new situation.

Verified User Information Technology & Services, Enterprise (1000+ employees)

Holistic wellness means meeting people where they are and supporting their well-being—physically, mentally and financially. BrightPlan took our financial wellness offering to the next level and helped us empower our associates to bring their best selves to work.

Lindsay Madaras Senior Manager, Associate Well-Being, Bread Financial

BrightPlan’s platform provides employees with access to educational resources and personalized financial guidance. It allows employees to set financial goals and track their progress over time—supporting budgeting, retirement planning, and debt management.

Brandon Hall Group Research & Advisory

These testimonials are from current customers about their experiences working with BrightPlan. These customers were not provided any compensation in exchange for their review, and the customers gave expressed consent for their review to be used in educational, marketing, and promotional materials.

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