Network·Venture Capital
📍 SAN JOSE, CA
SEC CRD #801-108227
Home - BrightPlan BrightPlan Certified as Smartchoice® Preferred Provider by Brandon Hall Group Read Press Release Home Solutions AI Coach Digital Platform Financial Advisors Employee Engagement Security Compliance Partners Retirement Plan Providers TPAs Wellness Solutions Financial Advisors, RIAs Wealth Firms Benefits Consultants Insurance Brokers HCM HR Technology Providers Resources Webinars Blog Use Cases Frequently Asked Questions Glossary of Key Terms About Leadership Team News Careers Contact Get a demo Get a demo User Login Maximize your benefit impact A Global Approach to Financial Wellbeing Help employees make confident financial decisions with an award-winning solution built for the enterprise organization. Get a demo Your browser does not support the video tag. 9+ million employees 50+ countries Get a demo Your browser does not support the video tag. Empowering and achieving results together with: Defining Financial Wellness for a Global Workforce BrightPlan has redefined financial wellness for global employers by providing a one-of-a-kind employee experience. This enables HR and benefit teams to make a lasting impact on their employees’ lives while attracting, retaining, and engaging a high-performing workforce. Scalable Financial Wellness for Diverse Workforces AI Coach Digital Platform Financial Advisors Employee Engagement Our Advantage Security and Compliance AI Coach Just Ask Your AI Coach The BrightPlan Financial Wellness Coach offers instant, personalized
NAOMI KANTROWITZ
CHIEF COMPLIANCE OFFICER
📞 (408) 933-6188
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Check Size
$5M–$5M
Location
SAN JOSE, CA
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