A brighter tomorrow doesn’t have to come at the expense of a beautiful now.
With BrightPlan it’s about living well today, while planning well for the future. It’s about simple, innovative, goal-based financial planning that has your best interests at heart.
Visualize a beautiful life.
Achieve it with BrightPlan.
With BrightPlan it’s about living well today, while planning well for the future. It’s about simple, innovative, goal-based financial planning that has your best interests at heart.
Visualize a beautiful life.
Achieve it with BrightPlan.
Location: United States, California, Los Gatos
Employees: 11-50
Total raised: $9.5M
Founded date: 2015
Investors 1
| Date | Name | Website |
| 10.02.2026 | Riverside ... | riverside.... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 01.04.2021 | Series A | $9.5M | - |
Mentions in press and media 24
| Date | Title | Description |
| 09.05.2025 | Here's How Scaling a Business Really Works (It's Not What You Think) Scaling isn't just about growth. It's about reinvention. | I used to think scaling was just about growing — more customers, more revenue, more markets. But over time, I realized something that no one tells you early on: You can't scale a company unless you're willing to scale yourself. In every com... |
| 20.01.2023 | How To Enhance The Open Enrollment Experience | CMO & Head of People at BrightPlan, a Total Financial Wellness company. |
| 22.09.2022 | 11 Passive Recruiting Strategies To Help Employers Land The Right Candidates | To make the talent search and interviewing process a lot less overwhelming, HR leaders and hiring managers should never downplay the idea of reaching out to individuals who seem perfectly content at their current jobs. |
| 06.09.2022 | More than 80 New Products to Show at Next Week’s HR Technology Conference & Exposition® | PALM BEACH GARDENS, Fla., Sept. 06, 2022 (GLOBE NEWSWIRE) -- Next week’s HR Technology Conference & Exposition® will serve as the official launchpad for more than 80 new HR tech products. Taking place September 13 – 16, 2022, at Mandala... |
| 04.08.2022 | 3 Strategies For Addressing Employees' Heightened Financial Stress | CMO & Head of People at BrightPlan, a Total Financial Wellness company. |
| 23.06.2022 | 16 Talent Acquisition Tips To Keep In Mind When Hiring New Grads | When you are searching for the latest college grads that will best represent your company in the short and long term, what process do you put in place to help you discover who will be the right fit for your team? |
| 28.03.2022 | 16 Tips HR Managers Are Implementing For 'Real' (DEI) Change In The Workplace | If your HR leadership team is serious about restructuring the company's hiring practices and how they view diversity, equity and inclusivity (DEI) in their work environment, then it has to start from the top down. |
| 14.12.2021 | 15 Ways ‘30-Somethings’ Can Make Faster Progress On Building Savings | It’s never too early—or too late—to start saving for the future. For those in their 30s, strong saving habits are especially important, as this is the time when many people find their professional footing and make major life decisions that ... |
| 19.10.2021 | 15 Ways Hiring Managers Can Ensure Value Alignment With Prospective Employees | Workplace culture and company values have become an increasingly important job consideration for both candidates and hiring managers. Companies and employees alike want to find a mutual fit and ensure everyone on the team is operating under... |
| 22.09.2021 | Looking For Passive Candidates? Try These 15 Practical, Cost-Efficient Strategies | In today's job market, the best talent might already be working for somebody else. Passive recruiting—connecting with prospective candidates who may not be actively looking for a new job—can be a great way to widen your talent pool and find... |
Show more