Introducing G2.ai, the future of software buying.Try now
Product Avatar Image

Brightplan

Show rating breakdown
1 review
  • 1 profiles
  • 1 categories
Average star rating
5.0
Serving customers since
2016

Profile Name

Star Rating

1
0
0
0
0

Brightplan Reviews

Review Filters
Profile Name
Star Rating
1
0
0
0
0
Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
02/14/2024
Validated Reviewer
Verified Current User
Review source: Organic

BrightPlan helps with major life changes!

I love the ability to bring in my various accounts and see a holistic view of my financial standing. This allows me to set meaningful goals, view a proposed plan on how to work toward them, and take action! I also enjoy being able to see certain metrics that would take more time for me to figure like debt to income ratios.

About

Contact

HQ Location:
Boca Raton, US

Social

What is Brightplan?

BrightPlan is a comprehensive financial wellness platform designed to help both employers and employees manage and enhance their financial health. By offering personalized financial planning services, including investment advice and budgeting tools, BrightPlan aims to empower individuals to achieve their financial goals. The platform integrates technology and behavioral science to provide tailored recommendations and actionable insights, enabling users to make informed financial decisions. BrightPlan also supports employers by improving overall workforce financial well-being, which can lead to increased productivity and employee satisfaction.

Details

Year Founded
2016