BrightPlan Revenue
Human Resources • 
7491 North Federal Hwy, Ste C5-302, United States • 51-100 Employees
BrightPlan revenue & valuation
| Annual revenue | $6,500,000 |
| Revenue per employee | $99,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Human Resources industry and current estimated revenues | $20,800,000 |
| Total funding | $41,500,000 |
Key Contacts at BrightPlan
Laurie Strazzullo
Director Of Enterprise Sales
Rachel Roop
Vp Of Sales
Joe Vangsgard
Chief Marketing Officer
Sean Goheen
Director Of Strategic Alliances
Scott Spann
Senior Director Of Financial Education
Haleigh Albers
Director Of Solution Consulting
Lynsey Harrell
Senior Director Of Marketing
Iiro Isotalo
Director Of Product Management
Alesha Escalante
Director Of Operations | Remote Administration | Human Resources Hr | Organizational Leadership
Company overview
| Headquarters | 7491 North Federal Hwy, Ste C5-302, Boca Raton, FL 33487, US |
| Phone number | +18555390007 |
| Website | |
| SIC | 737 |
| Keywords | Financial Advice, Wealth Management, Asset Management, Financial Planning, Investment Management, Financial Wellness |
| Founded | 2016 |
| Employees | 51-100 |
| Socials |
BrightPlan Email Formats
BrightPlan uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@brightplan.com), used 61.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@brightplan.com | 63.8% |
{first name}{last name} | johndoe@brightplan.com | 23.4% |
{last name}{last name} | doedoe@brightplan.com | 12.8% |
About BrightPlan
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.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
BrightPlan has 36 employees across 10 departments.
Departments
Number of employees
Funding Data
Explore BrightPlan's funding history, including investment rounds, total capital raised, and key backers.
BrightPlan Tech Stack
Discover the technologies and tools that power BrightPlan's digital infrastructure, from frameworks to analytics platforms.
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