BrightPlan headquarters and company facts
Official profiles
Products
Frequently asked questions
Where is BrightPlan headquartered?
BrightPlan is headquartered in Boca Raton, Florida.
When was BrightPlan founded?
BrightPlan was founded in 2015.
What products does BrightPlan make?
We review one BrightPlan product, BrightPlan, listed in financial wellness.
Who owns BrightPlan?
BrightPlan is privately held.
Does BrightPlan publish its prices?
No. BrightPlan sells by quote.
Is BrightPlan secure?
For BrightPlan, BrightPlan states SOC 2 Type II and ISO 27001.
Who are BrightPlan’s competitors?
BrightPlan ranks #3 of 4 scored products in our financial wellness ranking (5.2/10). Scored closest to it, from other vendors: Financial Finesse (6.4), Your Money Line (6.4), and SmartDollar (5.2). Matched to the reason you might switch from BrightPlan: BrightPlan alternatives.
Is BrightPlan right for your team?
Answer a few quick questions and get a shortlist with BrightPlan and the alternatives that fit your company, ranked without regard to who pays us.
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How we make money
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Sources
The 3 pages this page's facts come from. The date beside each is our last check of the facts taken from it (the oldest, when they differ). The numbers beside the figures above link here.
Quotes from the sources
- BrightPlan brightplan.com/wp-content/uploads/2026.06_BrightPlan_ADV_Part_2A.pdf“BrightPlan is a Delaware limited liability company formed in 2015 and is a wholly owned subsidiary of BrightPlan Group, Inc. (“BPG”).” “No individual or entity owns more than 25% of BPG.”
- BrightPlan brightplan.com“7491 N Federal Hwy STE C5-302 Boca Raton, FL 33487” “Get a demo”
- BrightPlan brightplan.com/solutions/security-compliance“We undergo rigorous independent reviews from external auditors to maintain SOC 2 Type 2 certification, which evaluates controls related to security, availability, confidentiality, and privacy.” “ISO 27001:2022 – Information security management”