BrightPlan is an investment firm that focuses on providing comprehensive financial wellness solutions for employees. Their services are designed to be real-time, personalized, and integrated with employer benefits, ensuring a holistic approach to financial health. BrightPlan is certified for fiduciary excellence, emphasizing their commitment to acting in the best interest of their clients.
The firm is led by a team of experienced financial planners and offers a digital platform that enhances employee experience and engagement. BrightPlan's unique value-add includes tools for attracting and retaining talent, promoting holistic well-being, and supporting diversity, equity, and inclusion initiatives. Their offerings are tailored to meet the diverse needs of modern workforces, making financial wellness accessible and effective for all employees.
Classification
Also Known As
Brightplan LLC
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 7 more industry codes
NAICS
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
