The San Jose-based Financial Wellness firm offers a B2B SaaS service that includes education, goals-based planning, investment advice, and comprehensive personal financial management to help employees achieve financial success. BrightPlan's AI-powered digital platform combined with experienced financial advisors 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. The solution is integrated with employer benefits and provides objective insights into the financial wellbeing of employees, with actionable strategies for continued improvement.