BrightPlan
Financial Software · California, United States · 51-200 Employees
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Overview
Headquarters
75 E Santa Clara St Ste 5-144, San Jose,...Phone Number
(408) 933-6188Website
www.brightplan.comRevenue
$12.6 MillionIndustry
ZI Rank: 2
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ZI Rank
2
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About BrightPlan
Founded in 2015 and headquartered in San Jose, BrightPlan provides a personalized financial investment software platform.Explore more
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BrightPlan financials insights
Gather financial insights about BrightPlan, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Series A
$9.5M
BrightPlan Tech Stack
A closer look at the technologies used by BrightPlan
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Person-Based
Earnings, Funding, Artificial Intelligence, Finance
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BrightPlan News & Media
BrightPlan Surpasses 9.2 Million Employees Globally, Expands Enterprise Growth and AI Leadership
AI-driven financial wellness platform accelerates global partnerships as Riverside Acceleration Capital invests to support next phase of scale BOCA RATON, Fla., March 12, 2026 /PRNewswire/ -- BrightPlan, the AI-powered financial well-being platform for global enterprises, today announced...BrightPlan Introduces AI-Powered Financial Wellness Coach
The Coach empowers employees around the world with 24/7 personalized financial guidance to improve overall wellness and financial health. SAN JOSE, Calif., Aug. 13, 2024 /PRNewswire/ -- BrightPlan, a leader in total financial wellness for enterprise organizations, announced the launch of...Bread Financial Achieves 75% ROI by Implementing BrightPlan According to Nucleus Research ROI Case Study
MIAMI--(BUSINESS WIRE)-- #ROI--Nucleus Research announced the findings of a study into the benefits that financial services provider, Bread Financial realized from implementing financial wellness solution, BrightPlan. Nucleus found that the deployment of BrightPlan translated to a reduction in turnover by approximately 22 percent and an annual savings of more than half a million dollars. This delivered a 75 percent Return on Investment (ROI) for Bread Financial who was able to recover its initiaBrightPlan Introduces Technology Partnership with UKG
Product integration automates employee data management and scales HR teams, driving enhanced employee well-being and engagement SAN JOSE, Calif., Oct. 3, 2023 /PRNewswire/ -- BrightPlan, a leader in Total Financial Wellness, today introduced a new technology partnership with UKG, a...
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Founded in 2015 and headquartered in San Jose, BrightPlan provides a personalized financial investment software platform.... Read More
