BrightPlan

Human Resources ServicesFlorida, United States51-200 Employees

BrightPlan provides a financial wellness platform for employers that combines AI-powered financial planning with access to experienced financial advisors, delivering tailored guidance on budgeting, debt management, investing, retirement, and wealth planning. The platform ties into employer benefits to drive higher utilization and more informed decision-making, and offers real-time guidance across personal finance topics. It holds fiduciary-excellence certification, ensuring objective advice that aligns with employees' interests.

Based in Boca Raton, Florida, BrightPlan operates in the human resources services sector and targets mid-sized employers seeking to strengthen workforce financial health and optimize benefits programs. In March 2026, the company announced a collaboration with SmartSites to support a digital transformation, including platform migration and a new website to reflect a refreshed platform.

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