BrightPlan vs Northstar
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
Northstar is the larger of the two.
Side-by-Side Comparison
| Metric | BrightPlan | Northstar |
|---|---|---|
| Founded | ||
| Founded | 2016 | 2016 |
| Headquarters | ||
| Headquarters | Boca Raton, United States | United States |
| Employees | ||
| Employees | 67 | 329 larger |
| Industry | ||
| Industry | Fintech, Health and Wellness, Human Resources | Financial Services, Fintech, Human Resources |
| Funding Stage | ||
| Funding Stage | Series B | Venture round |
| Total Funding | ||
| Total Funding | $34.57M | $40.35M |
| Funding Rounds | ||
| Funding Rounds | 5 | 5 |
| 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 WellnessEmployee BenefitsPersonal FinanceFinancial Advice1-on-1 AdvisorsTotal Compensation +9 |
| Website | ||
| Website | brightplan.com | northstarmoney.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 Northstar
Northstar is a Financial Services startup with a mission to make financial wellness accessible to all through personalized advice. Founded in 2016 and based in the United States, their slogan "Financial wellness starts at work" encapsulates their focus on providing employer-partnered 1-on-1 financia...
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Compiled from the BounceWatch company index. We last looked at BrightPlan on 4 Aug 2025, and Northstar 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.
