BrightPlan vs Financial Knowledge

Compare and evaluate BrightPlan vs Financial Knowledge based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

BrightPlan offers Financial Coaching to companies with 150,000 employees. Financial Knowledge offers Financial Education, Financial Coaching to companies with 2,000,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

BrightPlan

BrightPlan

Reviews pending

Product Description

BrightPlan

-

Financial Knowledge

Sometimes employees need education in a private setting. Maybe they are dealing with a financial issue that they don't want... Show More

Min. Group Size

BrightPlan

50 eligible

Financial Knowledge

0 eligible

Lives Serviced

BrightPlan

100,000

Financial Knowledge

500,000

Product Specific Features

BrightPlan

✓

Financial health assessment

Not offered

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

Not offered

Mentor/Coach matching

Not offered

On-site group workshops

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

Financial Knowledge

Features

BrightPlan

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Financial Knowledge

✓

Global Capabilities

Not offered

iOS Native Application

Not offered

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

Official Resources

BrightPlan

Financial Knowledge

Media

BrightPlan

Financial Knowledge

About

BrightPlan

With BrightPlan, organizations can offer a seamless, integrated solution that delivers immediate and measurable benefits. Moving beyond the traditional 401(k)... Show More

Financial Knowledge

Founded in 1989, Financial Knowledge Network, LLC is an accredited provider of conflict-free financial education for the workplace. Our comprehensive... Show More

Founded

BrightPlan

2016

Financial Knowledge

1989

Location

BrightPlan

San Jose, CA

Financial Knowledge

San Jose, CA

Employees

BrightPlan

55

Financial Knowledge

14

Funding Summary

BrightPlan

9.5M Series A

Financial Knowledge

None

Website

Reviews

BrightPlan

0.0 (0)

Financial Knowledge

5.0 (1)

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