Brightplan LLC - Investment Advisers

About Brightplan LLC

Brightplan LLC is an investment adviser headquartered in San Jose, California, and is one of the investment advisers in California in this directory. The firm reports 53 employees. Its business focuses on financial wellness for employers, helping workforce members make financial decisions. The firm offers an AI-based financial coaching tool that gives personalized guidance tailored to each employee's situation and benefits, alongside access to certified human financial advisors. Its platform is designed for mobile use and is offered to enterprise organizations on a global basis. The firm states that its digital adviser has been certified by CEFEX. Marthin De Beer is the founder and chief executive officer. The leadership team includes executives who previously held senior roles at large technology companies. For comparison with other firms of this type, see the US investment advisers directory.

Key Facts

Employees

53

SEC File Number

801-108227