BrightPlan

United States · 57 Employees
BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer benefits. BrightPlan's mission is to make financial success attainable for everyone. The BrightPlan solution includes an AI-powered digital platform combined with experienced financial advisors. This unique combination of digital and human expertise is used by thousands of employees and supports each aspect of personal financial and wealth management from - financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer. 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, increasing employee engagement and retention. The BrightPlan employer dashboard provides objective insights into the financial wellbeing of your employees, with actionable strategies for continued improvement.

概述

国家 United States
成立时间 2015
总部 15466 los gatos boulevard, los gatos, california, united states
电话号码 +1 408-933-6188
网站 http://www.brightplan.com
LinkedIn http://www.linkedin.com/company/brightplan
Twitter https://twitter.com/mybrightplan
Facebook https://www.facebook.com/mybrightplan/
员工数 57
行业 human resources,
简介 BrightPlan's financial wellness solution is built to lead all employees to financial success on their own terms at every stage of life.

技术

Amazon AWS

Hosting

Android

Frameworks and Programming Languages

Cloudflare DNS

Domain Name Services

Gmail

Email Providers

Google Apps

Other

Google Tag Manager

Tag Management

Hotjar

Analytics and Tracking

Hubspot

Marketing Automation

Linkedin Marketing Solutions

Advertising Networks

Mobile Friendly

Other

React Redux

CSS and JavaScript Libraries

Salesforce

Customer Relationship Management

Twitter Advertising

Advertising Networks

Typeform

Widgets

Wistia

Online Video Platforms

常见问题

BrightPlan 在哪里?

BrightPlan 的总部位于 15466 los gatos boulevard, los gatos, california, united states

BrightPlan 的电话号码是多少?

BrightPlan 的电话号码是 +1 408-933-6188

BrightPlan 的官方网站是什么?

BrightPlan 的公司官方网站是 http://www.brightplan.com

BrightPlan 是做什么的?

BrightPlan's financial wellness solution is built to lead all employees to financial success on their own terms at every stage of life.

BrightPlan 的业务有哪些?

financial services,fin tech,investment management,wealth management,finance,financial advice,financial planning,asset management

BrightPlan 的年收入是多少?

BrightPlan 的收入是 5555000美元

BrightPlan 有多少员工?

BrightPlan 有 57 名员工

BrightPlan 属于哪个行业?

BrightPlan 从事以下行业: human resources

BrightPlan 使用什么技术?

BrightPlan 使用的一些流行技术包括: Amazon AWS,Android,Cloudflare DNS,Gmail,Google Apps,Google Tag Manager,Hotjar,Hubspot,Linkedin Marketing Solutions,Mobile Friendly,React Redux,Salesforce,Twitter Advertising,Typeform,Wistia

如何联系 BrightPlan?

BrightPlan 联系信息: 电话号码:+1 408-933-6188, 网站:http://www.brightplan.com, 邮箱:dle***@***.com

BrightPlan 的社交媒体链接是什么?

BrightPlan 领英:http://www.linkedin.com/company/brightplan,fackbook:https://www.facebook.com/mybrightplan/,twitte:https://twitter.com/mybrightplan

BrightPlan 是一家上市公司吗?

不是

BrightPlan 的最后一轮融资是什么时候?

BrightPlan在2021-04-01T00:00:00.000+00:00结束了最后一轮融资,金额达9.5M$。

谁投资 BrightPlan?

BrightPlan 有 3 家投资者,包括 Fremont Group, Cynosure Group, Still Capital Partners, Hawk Partners、Fremont Group、。

管理层

Daniel Lee

Director, Financial Planning and Advice

Keith Haig

Sr. Strategic Enterprise AE

Andriy L

Senior Software Engineer (Backend)

Aynsley Hensgen

Marketing and Engagement Manager

Rebecca Morris

Sr. Manager, Content & Communications | Financial Wellness for Everyone

员工

Tina Bradford

Customer Success Executive

Jay Beer

Customer Success Executive - Strategic Accounts

Daniel Stokes

Financial Planner

John G

Strategic Account Executive

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