BrightPlan Products (5)

   
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Financial Coaching

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Financial Education

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Financial Wellness

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Emergency Savings

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Personal Investment Advisors

Product Description

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About this product

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Min. Group Size

50 eligible

Lives Serviced

100,000

Average Cost

Average Cost is Locked

33 RFI Questions RFI questions

RFI questions number is Locked

13 Specific Questions Specific Questions tooltip

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Product Features

✓

Financial health assessment

✓

One-on-one financial coaching - virtual

✓

Goal setting and tracking

✓

Budget tool

✓

Cashflow tool

✓

Accredited financial coaches

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Product Features

×
✓

Financial health assessment

✓

One-on-one financial coaching - virtual

✓

Goal setting and tracking

✓

Budget tool

✓

Cashflow tool

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

Not Provided.

BrightPlan Official Resources

BrightPlan Media

BrightPlan video/presentation/materials BrightPlan video/presentation/materials BrightPlan video/presentation/materials
BrightPlan video/presentation/materials Play
BrightPlan video/presentation/materials Play

BrightPlan Info

Founded:

2016

Funding Summary:

9.5M Series A

Location:

San Jose, CA

Links:

Employees:

55
With BrightPlan, organizations can offer a seamless, integrated solution that delivers immediate and measurable benefits. Moving beyond the traditional 401(k) plan, this platform creates a truly global solution, offering every employee access to personalized financial wellness resources, no matter where... Show More

About this vendor

×
With BrightPlan, organizations can offer a seamless, integrated solution that delivers immediate and measurable benefits. Moving beyond the traditional 401(k) plan, this platform creates a truly global solution, offering every employee access to personalized financial wellness resources, no matter where they are located.

BrightPlan Clients

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