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.
BrightPlan - 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
