Company Tagline
A leader in Total Financial Wellness. The BrightPlan solution is built to lead all employees to financial success.
Industry Category
Business Keywords
Company Description
BrightPlan is a leading provider of comprehensive financial wellness solutions, dedicated to empowering employees to achieve financial success at every stage of life. With a commitment to fiduciary excellence, BrightPlan offers a holistic personal finance solution that is real-time, personalized, and seamlessly integrated with employer benefits. Located in Boca Raton, FL, BrightPlan's primary address is 7491 North Federal Hwy, Ste C5-302, Boca Raton, FL 33487, US.
BrightPlan's innovative solution combines an AI-powered digital platform with the expertise of seasoned financial advisors. This unique blend of technology and human guidance supports every facet of personal financial and wealth management, including financial planning, budgeting, savings, investing, debt management, retirement planning, and wealth transfer. BrightPlan empowers employees to define their financial goals and develop actionable plans to achieve them.
Through personalized recommendations and expert advice, BrightPlan equips employees to attain and maintain financial wellbeing. The company's tailored financial education resources enable employees to better understand and maximize corporate benefits, fostering increased employee engagement and retention. BrightPlan delivers objective insights into employee financial wellbeing, along with actionable strategies for continuous improvement. We invite the manager of BrightPlan to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
BrightPlan est un fournisseur de premier plan de solutions complètes de bien-être financier, dédié à donner aux employés les moyens de réussir financièrement à chaque étape de leur vie. Avec un engagement envers l'excellence fiduciaire, BrightPlan offre une solution de finances personnelles holistique, personnalisée et intégrée de manière transparente aux avantages sociaux de l'employeur. Situé à Boca Raton, FL, l'adresse principale de BrightPlan est 7491 North Federal Hwy, Ste C5-302, Boca Raton, FL 33487, États-Unis.
La solution innovante de BrightPlan combine une plateforme numérique basée sur l'IA avec l'expertise de conseillers financiers chevronnés. Ce mélange unique de technologie et de conseils humains soutient toutes les facettes de la gestion des finances personnelles et du patrimoine, y compris la planification financière, la budgétisation, l'épargne, l'investissement, la gestion de la dette, la planification de la retraite et le transfert de patrimoine. BrightPlan permet aux employés de définir leurs objectifs financiers et d'élaborer des plans réalisables pour les atteindre.
Grâce à des recommandations personnalisées et à des conseils d'experts, BrightPlan aide les employés à atteindre et à maintenir leur bien-être financier. Les ressources de formation financière personnalisées de l'entreprise permettent aux employés de mieux comprendre et de maximiser les avantages sociaux, favorisant ainsi un engagement et une fidélisation accrus des employés. BrightPlan fournit des informations objectives sur le bien-être financier des employés, ainsi que des stratégies concrètes pour une amélioration continue. Nous invitons le responsable de BrightPlan à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore leur présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare BrightPlan with 3 companies in Human-Resources
| Comparison Field |
BrightPlanMain Company |
Plancorp Wealth Mana...View Profile |
TFC Financial Manage...View Profile |
Connecticut Wealth M...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1983 | 1980 | 2010 |
|
Company Size
|
— | 51-200 | 11-50 | 51-200 |
|
City
|
Boca Raton, FL | St. Louis, MO | Boston, MA | Farmington, Connecticut |
|
Country
|
United States | United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Financial Wellness
Investment Management
Wealth Management
Financial Advice
Financial Planning
Employee Benefits
Retirement Planning
Asset Management
|
10 Total
10 Unique
Unique Skills:
Business Advisory Services
Endowments & Foundations
Estate Planning
Family Office Services
Fee-Only Advisors
Fiduciary
+4
|
2 Total
1 Common
1 Unique
Match
13%
Common Skills:
Retirement Planning
Unique Skills:
RIA
|
8 Total
8 Unique
Unique Skills:
Business Owner Planning
Business Succession Planning
Charitable Gift Planning
Estate Planning
Executive Benefits
Exit Planning
+2
|
4
Total Companies1980
Oldest Founded1
Countries25
Unique SkillsSimilar Companies
Other organizations in the same industry
J.N. Solutions
Human-ResourcesEmpowering effectual decisions about talent
Cake Global
Human-ResourcesWhere Talent Meets Opportunities: Discover People, Unlock Possibilities.
Al Jandool Facility Management
Human-ResourcesHuman resources is the set of people who make up the workforce of an organization, business sector,...
Modelo Currículum
Human-ResourcesConsigue el trabajo que estás buscando. Consejos para tu CV, para tu marca personal y mucho más. ¡Co...
Alternative Company Names
This company is also known as