BrightPlan Employee Directory

Human Resources ServicesFlorida, United States51-200 Employees

BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs.

The platform combines AI-powered financial planning with access to experienced financial advisors to deliver personalized, real-time guidance across budgeting, debt management, investing, retirement, and wealth planning. It integrates directly with employer benefits to drive higher utilization and better decision-making.

Employers gain visibility into workforce financial health through a centralized dashboard with actionable insights. This enables more effective benefits strategies, stronger employee engagement, and improved retention.

BrightPlan is certified for fiduciary excellence, providing objective guidance designed to align with employee best interests.

Find BrightPlan employees' phone numbers or email addresses

BrightPlan Global Highlights

Location
Employees

North America
72

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  • United States Of America
    72

Asia
3

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  • India
    3

Europe
1

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  • Italy
    1

Oceania
1

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  • Australia
    1

BrightPlan's Leadership

  • Stylized image of a person
    J. V.
    Chief Marketing Officer
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  • Stylized image of a person
    J. R. V.
    Chief Revenue Officer (cro)
    Phone icon
  • Stylized image of a person
    N. K.
    Chief Compliance Officer And Counsel
    Phone icon
  • Stylized image of a person
    G. G.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    R. R.
    Vp Of Sales
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  • Stylized image of a person
    D. S. L.
    Vp Of Global
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  • Stylized image of a person
    J. E.
    Vice President Of Strategic Alliances
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  • Stylized image of a person
    M. D. B.
    Founder And Ceo
    Phone icon

BrightPlan Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Finance
  • Customer Success
  • Sales
  • Marketing
  • Other
  • Product Management
  • Education
  • Entrepreneurship
  • Business Development
  • Media & Communications
  • Consultant

Contact profiles from BrightPlan

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. D. B.
    Founder And Ceo
    Phone icon
    United States
    Apr 28, 2026
  • Stylized image of a person
    J. V.
    Chief Marketing Officer
    Phone icon
    United StatesMinnesota
    Apr 27, 2026
  • Stylized image of a person
    J. R. V.
    Chief Revenue Officer (cro)
    Phone icon
    United StatesTexas
    Apr 28, 2026
  • Stylized image of a person
    J. B.
    Co-Chief Investment Officer
    Phone icon
    United StatesMissouri
    Apr 17, 2026
  • Stylized image of a person
    N. K.
    Chief Compliance Officer And Counsel
    Phone icon
    Apr 17, 2026
  • Stylized image of a person
    G. G.
    Chief Financial Officer
    Phone icon
    United StatesDc
    Apr 28, 2026
  • Stylized image of a person
    R. R.
    Vp Of Sales
    Phone icon
    United StatesKentucky
    Apr 28, 2026
  • Stylized image of a person
    D. S. L.
    Vp Of Global
    Phone icon
    United States
    Apr 28, 2026
  • Stylized image of a person
    J. E.
    Vice President Of Strategic Alliances
    Phone icon
    United StatesFlorida
    Apr 28, 2026
  • Stylized image of a person
    H. A.
    Director Of Solution Consulting
    Phone icon
    United StatesMissouri
    Apr 28, 2026

Frequently Asked Questions

What is BrightPlan known for?

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BrightPlan was founded in 2016 operates in the Human Resources Services industry. The company's main headquarters is located in 7491 North Federal Highway Ste C5-302 Boca Raton, Florida 33487 United States; you can contact the main corporate office by phone at . Explore BrightPlan's company overview page for more information.

What is BrightPlan's most common email format?

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BrightPlan employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BrightPlan email formats with LeadIQ.

How many employees does BrightPlan have currently?

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BrightPlan has approximately 64 employees as of April 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are BrightPlan's key employees and leadership?

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As of April 2026, BrightPlan's key employees include:

  • Chief Marketing Officer: J. V.
  • Chief Revenue Officer (cro): J. R. V.
  • Chief Compliance Officer And Counsel: N. K.
  • Chief Financial Officer: G. G.
  • Vp Of Sales: R. R.

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