BrightPlan
The first financial wellness solution certified for fiduciary excellence that is real-time, personalized and integrated with employer benefits.
| USD | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Revenues | 0000 | 0000 | 0000 | 0000 | 0000 |
| % growth | - | 48 % | 60 % | 7 % | - |
| EBITDA | 0000 | 0000 | 0000 | 0000 | 0000 |
| Profit | 0000 | 0000 | 0000 | 0000 | 0000 |
| EV | 0000 | 0000 | 0000 | 0000 | 0000 |
| EV / revenue | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| EV / EBITDA | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| R&D budget | 0000 | 0000 | 0000 | 0000 | 0000 |
Source: Dealroom estimates
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BrightPlan is a financial wellness platform designed to enhance both employer and employee financial success. Operating in the financial services market, BrightPlan serves corporate clients looking to improve their workforce's financial health. The platform offers a comprehensive suite of tools and resources, including digital financial planning, investment advice, and goal-setting features, all certified for fiduciary excellence. BrightPlan's business model revolves around subscription-based services, where companies pay a fee to provide their employees access to the platform. This model ensures a steady revenue stream while delivering value through increased employee productivity, engagement, and retention. By focusing on total financial wellness, BrightPlan helps companies attract and retain top talent, making it a valuable asset in today's competitive job market.
Keywords: financial wellness, employee productivity, fiduciary excellence, digital platform, investment advice, goal-setting, corporate clients, subscription-based, talent retention, financial planning.