brightplan

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".