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
Your Money Line
We're the financial wellness benefit that gives your team 1:1 coaching, content, & tools to live worry-free about money.
38 employees · est. 2017 · Indianapolis, United States
BrightPlan is the older company (2016 vs 2017); BrightPlan is the larger of the two.
Side-by-Side Comparison
| Metric | BrightPlan | Your Money Line |
|---|---|---|
| Founded | ||
| Founded | 2016 older | 2017 |
| Headquarters | ||
| Headquarters | Boca Raton, United States | Indianapolis, United States |
| Employees | ||
| Employees | 67 larger | 38 |
| Industry | ||
| Industry | Fintech, Health and Wellness, Human Resources | Financial Services, Fintech, Human Resources |
| Funding Stage | ||
| Funding Stage | Series B | Series Unknown |
| Total Funding | ||
| Total Funding | $34.57M | $2.83M |
| Funding Rounds | ||
| Funding Rounds | 5 | 1 |
| 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 Wellness, Employee Benefits, Personal Finance, Financial Coaching, Financial Tools, Financial Education, Productivity, Financial Stress, Workforce Wellness, Financial Experts, Retirement Planning, Financial Advice, Employee Productivity, Work-life Balance, Employee Assistance Program |
| Website | ||
| Website | brightplan.com | yourmoneyline.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 Your Money Line
Your Money Line is a financial wellness startup aiming to simplify the daunting world of personal finance. By providing 1:1 coaching, curated content, and practical tools, they empower employees to overcome money-related worries. This initiative is particularly critical as financial stress heavily i...
We will tell you when either one moves
BounceWatch watches BrightPlan and Your Money Line for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at BrightPlan and Your Money Line — by email.
Frequently Asked Questions
Compare BrightPlan with someone else
Start typing a company name or domain.
Compiled from the BounceWatch company index. We last looked at BrightPlan on 4 Aug 2025, and Your Money Line 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.