BrightPlan
Curated by SignalRobo advisory platform enhancing financial wellness for wealth managers' clients.
Overview
BrightPlan is a fintech company that offers robo advisory services designed for wealth managers, with an emphasis on financial wellness for both individuals and organizations. The company's services include a financial wellness benefit, a Total Financial Wellness Value Calculator, and personalized digital coaching, which are intended to enhance employee experience and productivity. BrightPlan combines automated investment advice and portfolio management with a comprehensive approach to well-being, diversity, equity, and inclusion, addressing the financial wellness challenges encountered by employees. The company's target audience encompasses global enterprises, small businesses, and government entities, which utilize data-driven insights and personalized support to improve talent attraction and retention while fostering overall financial success.
Key facts
- Founded
- 2016
- Headquarters
- San Jose, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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