BrightPlan

Human Resources Software · Florida, United States · 51-200 Employees

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Overview

Headquarters

7491 N Federal Hwy Ste C5-302, Boca Rato...

Phone Number

(408) 933-6188

Revenue

$12.6 Million

Industry

Human Resources Software Software Business Services Project Management

About BrightPlan

BrightPlan is a financial wellness technology company that provides employers with a comprehensive platform designed to improve employees’ financial health and overall well-being. Its solutions combine artificial intelligence-powered financial coaching, digital planning tools, personalized guidance, financial advisors, and employee engagement programs. The platform helps employees manage budgeting, debt, investing, retirement planning, benefits, and broader financial goals while giving employers insights into workforce financial wellness. BrightPlan emphasizes personalization, fiduciary standards, data security, and scalable solutions that support employee engagement, productivity, retention, and long-term financial confidence.Explore more
BrightPlan's Social MediaSIC Code 73,737NAICS Code 54,541Show more

BrightPlan Org Chart

Marthin De Beer, Founder & Chief Executive Officer at BrightPlan
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Founder & Chief Executive Officer

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Joelle Vail, Chief Revenue Officer at BrightPlan
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Chief Revenue Officer

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Vice President, Account Management

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Compare insights from companies similar to BrightPlan, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BrightPlan

$12.6M
51-200
Private
$9.5M
2016
Marthin De Beer, Founder & Chief Executive Officer at BrightPlan
Marthin De BeerFounder & CEO
$26.6M
51-200
Private
<$5M
1999
Liz Davison, Founder & Chief Executive Officer at Financial Finesse
Liz DavisonFounder & CEO
$17.9M
51-200
Private
$23M
2008
MF
Matthew FahyChief Financial Officer
$10M
11-50
Private
$16.8M
2014
$5.2M
51-200
Private
$12M
2014
Michael Liebman, Co-founder & Chief Operating Officer at LearnLux
Michael LiebmanCo-founder & Chief Operating Officer
<$5M
11-50
Private
<$5M
2008
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BrightPlan Tech Stack

A closer look at the technologies used by BrightPlan

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Frequently Asked Questions Regarding BrightPlan

What is BrightPlan's official website?
BrightPlan's official website is www.brightplan.com
What is BrightPlan's Revenue?
BrightPlan's revenue is $12.6 Million
What is BrightPlan's SIC code?
BrightPlan's SIC: 73,737
What is BrightPlan's NAICS code?
BrightPlan's NAICS: 54,541
How many employees does BrightPlan have?
BrightPlan has 51-200 employees
What industry does BrightPlan belong to?
BrightPlan is in the industry of: Human Resources Software, Software, Business Services
What is BrightPlan competition?
BrightPlan top competitors include: Questis, LearnLux, Financial Finesse, Wela Strategies
What companies has BrightPlan acquired?
BrightPlan has acquired the companies: Regency Investment Advisors
What technology does BrightPlan use?
Some of the popular technologies that BrightPlan uses are: Mixpanel, WordPress.org, reCAPTCHA, PHP
How do I contact BrightPlan?
BrightPlan contact info: Phone number: (408) 933-6188 Website: www.brightplan.com
What does BrightPlan do?

BrightPlan is a financial wellness technology company that provides employers with a comprehensive platform designed to improve employees’ financial health and overall well-being. Its solutions combine artificial intelligence-powered financial coaching, digital planning tools, personalized guidance, financial advisors, and employee engagement progr... ams. The platform helps employees manage budgeting, debt, investing, retirement planning, benefits, and broader financial goals while giving employers insights into workforce financial wellness. BrightPlan emphasizes personalization, fiduciary standards, data security, and scalable solutions that support employee engagement, productivity, retention, and long-term financial confidence.Read More

What are BrightPlan social media links?
BrightPlan Linkedin page BrightPlan Twitter page BrightPlan Facebook page
Who invested in BrightPlan?
BrightPlan has 4 investors including Fremont Group L.L.C, Cynosure Group, Hawk Partners and Still Capital Partners.
Is BrightPlan a public company?
BrightPlan is private company therefore does not currently have an official ticker symbol
See more information about BrightPlan

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