BrightPlan LLC is a San Jose-based financial wellness company that offers a comprehensive employee financial wellness service. Led by a team of experienced Silicon Valley executives and technology innovators, BrightPlan combines digital capabilities with access to financial advisors to make wealth management accessible to everyone, regardless of net worth.
As a certified fiduciary solution, BrightPlan provides personalized and actionable financial advice, education, and tools to help employees achieve their long-term financial goals and manage their finances effectively. The company works with employers who offer it as a benefit to their employees, and individuals can also choose to invest through BrightPlan for an additional fee based on assets under management.
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