Transform your benefits offering with financial wellness

Help Employees Make Confident Financial Decisions With An Award-Winning Solution Built For Enterprises.

24/7 Unbiased Guidance
Unmatched Personalization
Fast-Tracked Benefit Gains
In-Country Advisors

Elevate Your Workforce

The BrightPlan Difference

BrightPlan has redefined financial wellness for global employers by providing a one-of-a-kind employee experience in over 50 countries. This enables people and benefit teams to make a lasting impact on their employees' lives while attracting, engaging, and retaining a high-performing workforce.

Powering the world's best companies

AI & Digital Platform

BrightPlan’s AI coach offers instant, personalized financial guidance worldwide, tailored to each employee’s situation, benefits, and goals—regardless of language.

In-Country Advisors

Unlimited access to local financial planners offering personalized guidance, trained in your company’s benefits. Employees can select a dedicated planner or connect with the first available.

Unbiased Global Content

For almost a decade, we’ve been creating unbiased financial content that puts employees first—giving them the tools and guidance they need to reach their goals.

Programs & Gamification

Engaging programs and rewards that drive progress. BrightPlan brings together technology, people, and a purpose-driven community to motivate action.

Why Choose Us?

50+ countries and growing

9+ million employees supported

50%+ increase in benefits program engagement within the first 6 months

4.8/5 avg satisfaction rating from employees across global teams

What Our Clients Say

“Holistic wellness means meeting people where they are and supporting their well-being— physically, mentally and financially. BrightPlan took our financial wellness offering to the next level and helped us empower our associates to bring their best selves to work.”

Lindsay Madaras, Sr. Manager, Associate Well-Being, Bread Financial

Security & Compliance standards built for the enterprise

Your employees’ dreams and data are in safe hands. At BrightPlan, we exceed government standards for data protection, prioritizing privacy and security at every step. All personal information is encrypted, stored securely, and safeguarded with advanced measures to prevent unauthorized access.

Say Hello— Your Next Step Starts Here.

Discover how BrightPlan can help your organization deliver scalable, impactful financial wellness to every employee — wherever they are.