PORTFOLIO

BrightPlan is a generative AI-powered financial well-being platform built for global enterprises and designed to help employers deliver meaningful, personalized financial guidance to their workforces at scale while providing insights to improve productivity, engagement, and retention. The platform combines an AI-driven digital experience with access to human certified financial planners, covering the full spectrum of personal finance (budgeting, investing, debt management, retirement planning, and employer benefit navigation) in a single integrated employee experience.