BrightPlan certified as Smartchoice(R) Preferred Provider by Brandon Hall Group. Brandon Hall Group, the leader in Empowering, Recognizing and Certifying Excellence in HCM recently announced that BrightPlan is certified as a Smartchoice(R) Preferred Solution Provider. Confirming that BrightPlan delivers a leading solution for global enterprise organizations supporting employees' financial health. Boca Raton, FL June 17, 2026 - After an extensive review Brandon Hall Group confirms that BrightPlan is living their mission, financial wellness for all. "We have evaluated the current market contenders and came away incredibly impressed with how BrightPlan is leading thought and innovation around delivering financial wellness support," said Michael Rochelle, BHG's Chief Strategy Officer. "Their ability to deliver enterprise-grade capabilities, personalized employee experiences, and global scalability is unsurpassed." The analyst team at Brandon Hall Group has spent a considerable amount of time understanding BrightPlan as well as the market in which they operate. The team has conducted in depth briefings and a thorough evaluation of BrightPlan's product/service value proposition. Brandon Hall Group's Smartchoice(R) Preferred Provider Program provides a world-class membership center for knowledge, resources and advisory support to the entire BrightPlan organization to ensure its certification reflects the highest standards a Provider can attain in the market. "This partnership reflects the growing importance of financial wellbeing in the workplace and validates the work our team has invested over the past decade to help organizations better support their employees' financial health," said Marthin De Beer, Founder and CEO of BrightPlan. "We constantly strive to embody best practices in our quest to lead the market and bring financial wellness to all, and we proudly partner with organizations that view financial wellbeing as a strategic investment to enhance employee wellbeing and drive stronger organizational results." Brandon Hall Group has consistently been the leading independent analyst firm and confirms that BrightPlan's offerings measurably benefit the organizations they work with. About Brandon Hall Group inc. Brandon Hall Group is the only professional development company that offers data, research, insights and certification to Learning and Talent executives and organizations. The best minds in Human Capital Management (HCM) choose Brandon Hall Group to help them create future proof employee development plans for the new era. For over 30 years, BrightPlan LLC has empowered, recognized and certified excellence in organizations around the world influencing the development of over 10,000,000 employees and executives. Its HCM Excellence Awards was the first to recognize organizations for learning and talent and is the gold standard, known as the "Academy Awards of Human Capital Management." Its cloud-based platform delivers evidence-based insights in the areas of Learning and Development, Talent Management, Leadership Development, Diversity and Inclusion, Talent Acquisition and HR/Workforce Management for corporate organizations and HCM solution Providers. About BrightPlan. BrightPlan is redefining financial wellness with an unmatched personalized, mobile-first experience that empowers employees, wherever they are, to take control of their financial future. From AI guidance to live, in-country advisors, BrightPlan LLC help employees achieve lasting success. For employers, BrightPlan delivers powerful global insights to proactively address workforce needs, streamline benefit navigation, and elevate wellness strategies. More than a point solution, BrightPlan is your strategic partner in driving meaningful, measurable impact. For more information, visit www.brightplan.com. To protect your privacy, this form requires functional cookies. Please update your cookie preferences to continue. Explore its latest insights. Helpful panels, worksheets, and research - curated for HR & Finance leaders.

BrightPlan, an AI-powered financial wellness platform for enterprises, has surpassed 9.2 million employees served across over 50 countries, with $7.6 billion in assets under advisement. The company reported 41% year-over-year recurring revenue growth and 68% CAGR over five years, with industry-leading customer retention of 1.2% churn. Riverside Acceleration Capital has invested in the company, alongside existing investors, to support global expansion and product innovation. The funding will scale BrightPlan's enterprise distribution network and advance AI-driven personalisation across its platform. The company's AI Coach delivers real-time financial guidance in multiple languages, combining digital tools with human advisors. BrightPlan's partner ecosystem continues expanding, integrating financial wellness capabilities into retirement, benefits and HR technology offerings for employers worldwide.

/PRNewswire/ -- BrightPlan, the AI-powered financial well-being platform for global enterprises, today announced strong enterprise momentum with 41%...