What departments does BrightPlan have?

BrightPlan has employees across 8 departments including Legal, Product Management, Sales, Business Development, Customer Success.

What is the largest department at BrightPlan?

The largest department at BrightPlan is Finance with 3 employees.

Where are BrightPlan employees located globally?

BrightPlan has employees across 3 continents and 5 countries including India, Italy, France, Portugal, 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
73

United States Of America
73

Europe
3

Italy
1
France
1
Portugal
1

Asia
2

India
2

BrightPlan's Leadership

N. K.
Chief Compliance Officer And Counsel
Mobile Phone
Email
L. R.
Chief Product Officer
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
H. C.
Consultant In Financial Education
Mobile Phone
Email
G. J.
Advisory Board Member
Mobile Phone
Email
C. C.
Investor/Board Member
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
Oct 16, 2026
L. R.
Chief Product Officer
Mobile Phone
Email
Oct 15, 2026
L. S.
Director, Sales Development & Enablement
Mobile Phone
Email
Oct 08, 2026
B. S. M.
Business Development Manager
Mobile Phone
Email
Oct 17, 2026
E. G.
Customer Success Manager
Mobile Phone
Email
Oct 23, 2024
H. C.
Consultant In Financial Education
Mobile Phone
Email
Portugal, Porto
Oct 15, 2026
G. J.
Advisory Board Member
Mobile Phone
Email
France, Provence-Alpes-Côte d'Azur
Oct 15, 2026
C. C.
Investor/Board Member
Mobile Phone
Email
Bay
Oct 15, 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 65 employees as of October 2026. These team members are located across 3 continents, including North America, Europe and Asia.

Who are BrightPlan's key employees and leadership?

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

Chief Compliance Officer And Counsel: N. K.
Chief Product Officer: L. R.
Director, Sales Development & Enablement: L. S.
Business Development Manager: B. S. M.
Customer Success Manager: E. G.

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BrightPlan Employee Directory

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