Read 1 BrightPlan reviews and testimonials from customers, explore 2 case studies and customer success stories, and watch customer videos to see why companies chose BrightPlan as their undefined

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.

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Customer Rating Review Scorebased on 374 reference ratings
4.8/5.0 (374)

1Testimonials

  • "When choosing an advisor, it's all about trust. The three pillars of trust are philosophy, experience and certification. BrightPlan has an intriguing service offering in this respect."

    Robert MertonMIT Professor and Nobel prize-winning economist
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2 Case Studies

  • Leading Silicon & Software Technology Company - Customer Case Study

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