Founded in 2016 and launched in 2017, Brightplan is a financial technology company focused on providing a comprehensive financial wellness solution. The platform combines certified financial planners with sophisticated technology to offer services like goal-based financial planning, automated investing (robo-advising), and financial education. It primarily operates on a B2B2C model, partnering with employers to offer its services as a benefit to their employees. In December 2020, Brightplan was acquired by Prudential Financial, Inc. to enhance Prudential's portfolio of workplace financial wellness solutions. It now operates as "Brightplan by Prudential".

Founded in

United States