BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer benefits.

Human Resources

BrightPlan

BrightPlan's headquarters in Los Gatos, CA, United States

This department provides strategic oversight and guidance to ensure the organization's goals and objectives are effectively met.

Executive Governance

The Advisory and Governance team at BrightPlan comprises a diverse group of board members and advisors dedicated to enhancing the company’s strategic direction and ensuring adherence to fiduciary standards. This team collaborates to provide expert insights, oversee governance practices, and guide the development of financial wellness initiatives, ensuring that BrightPlan remains a trusted leader in delivering personalized, effective financial solutions for employees at every stage of their financial journey.

Advisory and Governance

This department provides guidance and resources to help individuals achieve their financial goals and improve their overall financial health.

Financial Wellness

The Product and Marketing team at BrightPlan is responsible for developing and promoting innovative financial wellness solutions that cater to the diverse needs of employees. By leveraging insights from market research and user feedback, they design intuitive product features while crafting compelling marketing strategies to drive engagement and adoption. This collaborative team ensures that BrightPlan’s offerings are not only effective in promoting financial success but also resonate with users at every stage of their financial journey.

Product and Marketing

This department manages and cultivates relationships with global advisor partners to enhance collaboration and growth.

Advisor Partnerships

This department oversees project planning, execution, and delivery to ensure successful outcomes.

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Other teams

Advisory and Governance

Financial Wellness

Product and Marketing

Advisor Partnerships

Project Management