BrightPlan

Boca Raton, Florida, USA · ≈64 employees · brightplan.com

BrightPlan is an AI-powered financial wellness platform aimed at global enterprises. Founded in 2016 and headquartered in Boca Raton, Florida, the company focuses on enhancing employee financial health and driving business results such as retention and engagement. BrightPlan serves corporate clients by providing personalized financial guidance through AI coaching and access to fiduciary-certified financial advisors. The platform features a range of services, including a generative AI coach for real-time financial advice, digital tools for budgeting and savings, and a centralized employer dashboard for insights into workforce financial health. BrightPlan is the first financial wellness solution certified for fiduciary excellence, ensuring that users receive personalized and compliant support. With over 9.2 million employees served across more than 50 countries, BrightPlan is committed to democratizing financial wellness for organizations and their employees.