Contact Us

2024 BrightPlan Wellness Barometer Survey launched 2024 BrightPlan Wellness Barometer Survey launched

Read press release
Header image

Financial wellness solves
real-life problems

72% of employees are struggling with money.1 Helping them solve money problems is the single most impactful thing you can do to support your employees and their families.

BrightPlan Total Financial Wellness delivers a complete solution for both you and your employees.

Employees and their families get tools and expert advice for all of life’s financial challenges, whether that’s handling emergencies, making ends meet, or planning for growth and retirement.

Learn

Employees uplevel their knowledge with access to the BrightPlan Academy - a large library of videos and written content that addresses basic to advanced financial learning topics.

Learn

Plan

A 24/7 digital Financial Wellness Coach plus human Certified Financial Planners® combine to help employees navigate their financial life.

Plan

Invest

Employees get investment advice and support, wherever they may be on their money journey.

Invest

Manage

With budgeting, spending, and equity tools, employees have what they need to manage their entire financial life in a single place.

Manage
Total Financial Wellness
BrightPlan
I've gotten so much anxiety from my finances. It's the number one thing that stresses me out. I've known about BrightPlan through my employer but I kept putting it off. Scheduling this first call has been huge for me and I already feel better about it.
BrightPlan User
This makes me feel so much more empowered.
BrightPlan User
One of the best services and information I have ever received in my life.
BrightPlan User
Learn More

For employers, BrightPlan partners with you to provide services and insights you can use to better care for your employees’ financial well-being.

insights

Workforce data & insights

BrightPlan captures a unique data set that surfaces insights about the most pressing needs of your workforce, so you can make decisions that best support your employees and save you time and money.
insights

Service offerings

We offer additional services to better position you to support your employees during difficult life events like retirement or the death of a loved one.
insights

HR Partnership

As BrightPlan is an SEC registered investment advisor, we act as an extension of your HR team and take the risky financial questions off your plate. We partner with you to educate and support employees and consult with you on areas for improvement.
Learn More
sy
open quote
Our partnership with BrightPlan is paying off. Active participation and employee engagement are up, and our HR team loves the way BrightPlan lets us track success week to week.
open quote
Director of North America Benefits, Synopsys
Read the Case Study

Ready to see a demo of how BrightPlan works?

Get In Touch
Source
1. BrightPlan 2022 Wellness Barometer Survey

Disclosure: This webpage includes statements about BrightPlan by current clients and customers. BrightPlan did not provide any compensation in exchange for these statements.