What departments does BrightPlan have?

BrightPlan has employees across 5 departments including Legal, Sales, Business Development, Customer Success, Finance.

What is the largest department at BrightPlan?

The largest department at BrightPlan is Legal with 1 employees.

Where are BrightPlan employees located globally?

BrightPlan has employees across 3 continents and 3 countries including India, Italy, United States Of America.

How has BrightPlan's team size changed over time?

BrightPlan's team has decreased from approximately 74 to 50 employees based on available data.

BrightPlan Employee Directory

Human Resources ServicesFlorida, United States51-200 Employees

BrightPlan provides a financial wellness platform for employers that combines AI-powered financial planning with access to experienced financial advisors, delivering tailored guidance on budgeting, debt management, investing, retirement, and wealth planning. The platform ties into employer benefits to drive higher utilization and more informed decision-making, and offers real-time guidance across personal finance topics. It holds fiduciary-excellence certification, ensuring objective advice that aligns with employees' interests.

Based in Boca Raton, Florida, BrightPlan operates in the human resources services sector and targets mid-sized employers seeking to strengthen workforce financial health and optimize benefits programs. In March 2026, the company announced a collaboration with SmartSites to support a digital transformation, including platform migration and a new website to reflect a refreshed platform.

BrightPlan Global Highlights

North America
68

United States Of America
68

Asia
2

India
2

Europe
1

Italy
1

BrightPlan's Leadership

N. K.
Chief Compliance Officer And Counsel
Mobile Phone
Email
L. S.
Director, Sales Development & Enablement
Mobile Phone
Email
B. S. M.
Business Development Manager
Mobile Phone
Email
E. G.
Customer Success Manager
Mobile Phone
Email
C. C.
Investor/Board Member
Mobile Phone
Email
S. B. G.
Independent Financial Wellness Advisor
Mobile Phone
Email
A. E. A.
Operations
Mobile Phone
Email

BrightPlan Employee Metrics

100%

50%

0%

2026

2025

Engineering
Finance
Customer Success
Sales
Marketing
Other
Product Management
Education
Entrepreneurship
Business Development
Media & Communications
Consultant

Contact profiles from BrightPlan

Name

Title

Contact

Location

Last Update

N. K.
Chief Compliance Officer And Counsel
Mobile Phone
Email
Aug 14, 2026
L. S.
Director, Sales Development & Enablement
Mobile Phone
Email
Aug 14, 2026
B. S. M.
Business Development Manager
Mobile Phone
Email
Aug 28, 2026
E. G.
Customer Success Manager
Mobile Phone
Email
Oct 23, 2024
C. C.
Investor/Board Member
Mobile Phone
Email
Bay
Aug 14, 2026
S. B. G.
Independent Financial Wellness Advisor
Mobile Phone
Email
India, Gujarat
Aug 14, 2026
A. E. A.
Operations
Mobile Phone
Email
Mar 17, 2026

Frequently Asked Questions

What is BrightPlan known for?

BrightPlan was founded in 2016 and operates in the Human Resources Services industry. You can contact BrightPlan's main corporate office by phone at

+1-408-933-****

. Explore BrightPlan's company overview page for more information.

What is BrightPlan's most common email format?

BrightPlan employees' email format typically follows the pattern of FLast@brightplan.com. Trying to find reliable and up-to-date employee contact data? Find more BrightPlan email formats with LeadIQ.

How many employees does BrightPlan have currently?

BrightPlan has approximately 64 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are BrightPlan's key employees and leadership?

As of August 2026, BrightPlan's key employees include:

Chief Compliance Officer And Counsel: N. K.
Director, Sales Development & Enablement: L. S.
Business Development Manager: B. S. M.
Customer Success Manager: E. G.
Investor/Board Member: C. C.

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BrightPlan Employee Directory

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