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

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Want to learn more about how we’ve helped companies improve employee wellness and increase employee retention 55% over the national average?1

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Founded with purpose

Our Mission

To have a profound impact on people’s lives by making financial well-being attainable for everyone.

After taking a year-long leave of absence when a member of his family became unexpectedly ill, Marthin De Beer realized the absolute importance of financial preparedness. He built BrightPlan to make financial wellness accessible to everyone.

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BrightPlan

Sources:
1. Based on BrightPlan customer retention data against the national average for retention. 

Disclosure: We derive our information from a variety of sources we consider reliable, including historical data from fund managers, exchange data, published research, industry digests, and news media, but we do not guarantee that the information is accurate or complete.