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
Larson Financial
Our reputation is built on a long-term commitment to the financial planning process & responsible financial management.
163 employees · est. 2006 · St. Louis, United States
Larson Financial is the older company (2016 vs 2006).
Side-by-Side Comparison
| Metric | BrightPlan | Larson Financial |
|---|---|---|
| Founded | ||
| Founded | 2016 | 2006 older |
| Headquarters | ||
| Headquarters | Boca Raton, United States | St. Louis, United States |
| Employees | ||
| Employees | 67 | 163 |
| Industry | ||
| Industry | Fintech, Health and Wellness, Human Resources | Financial Services, Real Estate, Banking |
| Funding Stage | ||
| Funding Stage | Series B | Not tracked yet |
| 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 Wellness, Digital Platform, Fiduciary Excellence, Personal Finance Solutions, AI-Powered Financial Services, Financial Planning, Investment Management, Employee Benefits Integration, Debt Management, Retirement Planning, Wealth Management, Financial Education, Employee Engagement, Talent Retention, Financial Advisors | Financial Planning, Asset Protection, Investment Management, Tax Planning, Employee Benefits, Retirement Planning, Practice Management, Physician Financial Services, Mortgage Planning, Estate Planning, Life Insurance Services, Mortgage Loans, Medical Specialist Financial Management, Registered Investment Advisor |
| Website | ||
| Website | brightplan.com | larson.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 Larson Financial
Larson Financial is a financial services startup that has positioned itself as a leading expert in responsible financial management for medical specialists. Established in 2006, the company has built a strong reputation centered on a long-term commitment to the financial planning process. Larson Fin...
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at BrightPlan on 4 Aug 2025, and Larson Financial on 12 Sep 2024. 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.