Enterprise-Grade Security & Compliance You Can Trust

Protecting employee data, enabling AI responsibly, and ensuring compliance across every layer of BrightPlan’s financial wellness platform.

Explore our security standards

Built on Trust, Backed by Compliance

At BrightPlan, we understand that trust is earned and security is essential. Our commitment to protecting employee data, ensuring regulatory compliance, and delivering secure AI-driven financial guidance is built into every layer of our enterprise financial wellness platform.

BrightPlan supports enterprises by combining financial wellness benefits with unmatched security and compliance practices. We are a Registered Investment Advisor with a fiduciary duty to act in our clients’ best interests, and we back that commitment with industry-leading certifications, controls, and independent audits.

Our platform is engineered to safeguard employee financial information and exceed regulatory standards, giving your HR and benefits, compliance, and IT teams the confidence they need.

Best-in-Class Security
Certifications & Frameworks

We go far beyond minimum compliance standards and take every measure to ensure your employees' financial data is secure, encrypted, and protected at all times.

SOC 2 Type 2
We undergo rigorous independent reviews from external auditors to maintain SOC 2 Type 2 certification, which evaluates controls related to security, availability, confidentiality, and privacy. This ensures our systems are designed to prevent unauthorized access, data misuse, or alteration.
ISO 27001, ISO 27017, ISO 27018
BrightPlan is certified by external auditors under:
SO 27001:2022 – Information security management
ISO 27017 – Cloud service security controls
ISO 27018 – Protection of personally identifiable information (PII) in public cloud environments
NIST-CSF Aligned
Our security policies and architecture align with the NIST Cybersecurity Framework, a globally recognized structure for managing and reducing cybersecurity risk.

BrightPlan builds security into everything we do. We earn the trust of our customers, employees, and partners through transparency, security, compliance, privacy, and performance. We deliver our solution on the industry's most trusted infrastructure.

Krutarth Shah

Chief Development Officer & CISO

AI Guidance, Designed for Privacy

BrightPlan’s Financial Wellness AI Coach delivers personalized,
real-time financial guidance without ever compromising employee privacy.

Read-only access
The AI Coach cannot modify, transmit, or share data.
No employer access to individual data
Employers cannot see employee-specific financial information.
Privacy by design
Data is used exclusively to provide financial wellness guidance.

Fiduciary Excellence

As a Registered Investment Advisor, BrightPlan is legally obligated to act in our clients’ best interests. Our CEFEX Certification confirms that our platform is independently audited and held to the highest fiduciary standards, reinforcing our role as a trusted partner in employee financial wellness.

To learn more about how BrightPlan
prioritizes enterprise-level security

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