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BrightPlan

Boca Raton, FL, US Human Resources ~64 employees brightplan.com
11 verified mobile numbers

About BrightPlan

BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs. The platform combines AI-powered financial planning with access to experienced financial advisors to deliver personalized, real-time guidance across budgeting, debt management, investing, retirement, and wealth planning. It integrates directly with employer benefits to drive higher utilization and better decision-making. Employers gain visibility into workforce financial health through a centralized dashboard with actionable insights. This enables more effective benefits strategies, stronger employee engagement, and improved retention. BrightPlan is certified for fiduciary excellence, providing objective guidance designed to align with employee best interests. MillionPhones has 11 verified mobile phone numbers for BrightPlan employees across 4 departments, helping sales teams connect with decision-makers directly.

BrightPlan Leadership — Direct Phone Numbers Available

VOS
Rachel R. — VP of Sales
Sales
CRO
Joelle R. — Chief Revenue Officer (CRO)
Executive
CPO
Larry R. — Chief Product Officer
Executive
DOO
Alesha E. — Director of Operations / Head of HR
Operations

BrightPlan Phone Numbers by Department

Department Contacts Verified Mobiles Coverage
Sales 4
82%
Executive 2
79%
Other 1
61%
Operations 1
91%

Frequently Asked Questions

How can I get phone numbers for BrightPlan employees?
MillionPhones has 11 verified mobile phone numbers for BrightPlan employees. Sign up to access direct dial numbers for decision-makers across 4 departments.
Where is BrightPlan headquartered?
BrightPlan is headquartered in Boca Raton, FL, US.
How many employees does BrightPlan have?
BrightPlan has approximately 64 employees.
What departments can I reach at BrightPlan?
MillionPhones has verified mobile numbers for BrightPlan employees in Sales, Executive, Other, Operations departments.
What industry is BrightPlan in?
BrightPlan operates in the Human Resources industry.