BrightPlan Information
Contact top employees from
BrightPlan
Summary
BrightPlan has been in the industry for 9 years. The company currently specializes in the Human Resources area. Its headquarters is located at US. The estimated number of employees - 65. To connect with BrightPlan employee register on SignalHire.
Organization Website | brightplan.com |
Industries | |
Headquarters Location | 7491 North Federal Hwy, Ste C5-302, Boca Raton, FL, 33487 US |
Employees Size | 10-50 employees |
Specialties | Financial Advice, Wealth Management, Investment Management, Financial Planning, Asset Management, Financial Wellness |
Founded | 2016 |
Estimated Website Traffic
The chart shows a growth in traffic to the brightplan.com website. In November, traffic increased to 728, compared to 522 in the previous month. The highest traffic in 2025 was recorded in November, reaching 728 visits.
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at BrightPlan shows a diverse range of experience levels:
5% have been with the company for less than 1 year11% for 1–2 years16% for 3–4 years26% for 5–7 years37% for 8–10 years5% have over 11 years of service at BrightPlanEx-employees positions
In Company
In New Company
Contact top employees from
BrightPlan
Jim Mitchell
Head of Global Client Success & Financial Education
Rachel Roop
VP of Sales
Sean Goheen
Director of Strategic Alliances
Daniel Stokes
Global Advisor Partnerships Lead - EMEA
Luis Amato
Financial Wellness Advisor
Chantal Hersey
Global Advisor Partnership Lead (Asia Pacific and Latin America Regions)
Chris Capellan
Financial Wellness Educator
Shriraj Shah
Senior Director of Product Management
Lynsey Harrell
Senior Director of Marketing
Joe Vangsgard
Chief Marketing Officer
Dorian Izaiah Brown
Software Engineer
Delaine De Beer
Lead Digital Designer
Laurie Strazzullo
Director of Enterprise Sales
Maggie Edelman
Channel Account Manager
Harrison Unegbu
Financial Wellness Representative
Brigette Strom
Business Development Manager
Melody Robinson Wright PhD
Financial Wellness Consultant
Jennifer Peinert
VP, Account Management
Joelle Risolo Vail
Chief Revenue Officer (CRO)
Amy Anderson
Sales Operations Manager
Larry Robinson
Chief Product Officer
Sweta Shahi
Senior QA Engineer
Krutarth Shah
Chief Development Officer
Delaine De Beer
Content Designer and Strategist
Keith Taylor
Board Observer
Scott Spann
Senior Director of Financial Education
Chantal Hersey
Financial Wellness Advisor
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FAQ
BrightPlan operates in the HR-management industries. More details can be found on the official website: brightplan.com.
The headquarters of BrightPlan are located in Boca Raton, United States.
BrightPlan currently employs 10-50 people.
