BrightPlan brightplan.com


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BrightPlan partners with employers to help employees achieve financial wellness through digital goals-based planning, tailored education, and access to fiduciary advisors. BrightPlan guides each employee to identify their unique financial goals and create a plan to achieve them. Personalized recommendations, supported by digital and human advice, set employees up to become and stay financially well. With tailored financial education, employees better understand and maximize corporate benefits, i...Show all

BrightPlan partners with employers to help employees achieve financial wellness through digital goals-based planning, tailored education, and access to fiduciary advisors. BrightPlan guides each employee to identify their unique financial goals and c...Show all

Company (Alive / Active)

Phone: 408-933 6188

Fax:

75 East Santa Clara
Suite 05-144
San Jose, 95113
California, United States

Latest News

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Total Funding Date of Last Funding
BrightPlan $46.5M Apr 1, 2021
See all 4 competitors

Web Traffic

Rank

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Engagement (PVPU)

Show (+1%)

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Page Views Per Million (PVPM)
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SEO Statistics

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Web Traffic Statistics - Growth

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Investors

Investor Investor Type Location Participating Rounds
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Competitors

Company Status Description Investors
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Patents

Title Application Date Patent Date Status
(Patent / Application)
Secure messaging systems and methods Oct 27, 2017 Apr 21, 2020 Patent
Automation and latency remediation for secure messaging systems Jun 27, 2019 Jan 21, 2020 Patent
Secure messaging systems, methods, and automation Oct 27, 2017 Jul 23, 2019 Patent
Secure messaging systems and methods Jun 18, 2020 Application
Secure messaging systems and methods Apr 02, 2020 Application
See all 6 patents