BrightPlan vs Frame | Employee Financial Wellness Platform
BrightPlan
A leader in Total Financial Wellness. The BrightPlan solution is built to lead all employees to financial success
67 employees · est. 2016 · Boca Raton, United States
Frame | Employee Financial Wellness Platform
Frame is a financial wellness platform combining financial literacy education, tools, and behavioural-focused coaching
1 employees · est. 2018 · Calgary, Canada
BrightPlan is the older company (2016 vs 2018); BrightPlan is the larger of the two.
Side-by-Side Comparison
| Metric | BrightPlan | Frame | Employee Financial Wellness Platform |
|---|---|---|
| Founded | ||
| Founded | 2016 older | 2018 |
| Headquarters | ||
| Headquarters | Boca Raton, United States | Calgary, Canada |
| Employees | ||
| Employees | 67 larger | 1 |
| Industry | ||
| Industry | Fintech, Health and Wellness, Human Resources | Financial Services |
| Funding Stage | ||
| Funding Stage | Series B | Seed |
| Total Funding | ||
| Total Funding | $34.57M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 5 | Not tracked yet |
| Services | ||
| Services | AI Coach, Digital Platform, Financial Planners, Financial Wellness Programs, Real-time Personalized Guidance | Not tracked yet |
| Target Customers | ||
| Target Customers | Employers looking to provide financial wellness benefits, HR Teams, Employees seeking financial advice, Enterprise clients | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial WellnessDigital PlatformFiduciary ExcellencePersonal Finance SolutionsAI-Powered Financial ServicesFinancial Planning +9 | Financial Wellness PlatformFinancial Literacy EducationBehavioral-focused CoachingEmployee ProductivityTalent RetentionFinancial Planning Services +4 |
| Website | ||
| Website | brightplan.com | framefinancial.com |
About BrightPlan
BrightPlan, founded in 2016 and headquartered in the United States, is a key player in the Fintech, Health and Wellness, and Human Resources sectors. Known for its slogan, "A leader in Total Financial Wellness," the company offers a comprehensive financial wellness platform designed to lead employee...
About Frame | Employee Financial Wellness Platform
Financial, physical, and mental wellness go hand-in-hand. The stress an employee endures concerning their finances can impact their physical and mental health, and can take its toll on their productivity at work. Although you may already offer an attractive benefits plan that covers medical, fitnes...
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Compiled from the BounceWatch company index. We last looked at BrightPlan on 4 Aug 2025. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
