Connect with us

Business Wire

BrightPlan Expands Financial Wellness Platform to Power the Growth of the Fortune 1000

Business Wire



Reading Time: 2 minutes

Firm Has Now Raised More Than $37 Million Following Series B Round

SAN JOSE, Calif.–(BUSINESS WIRE)–BrightPlan, an innovator in financial wellness programs for the Fortune
1000, today announced a series of feature-rich enhancements to
strengthen its unique employee benefits platform that helps increase the
profitability of employers.

BrightPlan’s new functionality promotes even smarter planning, investing
and spending decisions by employees through the following:

  • Personalized recommendations to employees for selecting funds in an
    employer’s 401(k) using BrightPlan’s goals-based planning wizard.
  • Investment insights for all linked investment accounts, including
    portfolio analysis and fund fees to help employees better manage their
  • A powerful spending analysis in BrightPlan’s budgeting module to help
    employees make wise spending decisions.

BrightPlan’s financial wellness platform helps power growth by
increasing profitability and transforming a company into an employer of
choice,” said Marthin
De Beer
, CEO and Founder of BrightPlan. “In labor constrained
markets, a financial wellness program is a clear competitive advantage
in retaining and attracting talented employees. The new capabilities in
BrightPlan make the platform even more valuable to both employers and

BrightPlan brings together the benefits of both professional financial
advisors and digital financial advice. Being SEC-registered and
CEFEX-certified fiduciaries that deliver independent, objective advice
and are required to act in the best interest of clients is important to
employers and employees.

For employees, BrightPlan’s financial wellness platform delivers
certified fiduciary advice, tailored financial education, personalized
goals-based planning, automated investing, debt reduction, progress
tracking, spending analysis and budgeting.

For employers, BrightPlan provides an assessment of the state of
financial wellness across their employee base and identifies ongoing
opportunities to help employees increase their financial acumen. The
data-driven platform provides objective data and unique insights that
assist employers when making adjustments to benefit programs and
alleviate the financial stress of employees.

BrightPlan’s new functionality is the latest in a series of growth
initiatives by the firm. In May, the company closed a $12 million Series
B round from existing investors, bringing its total funding to $37
million. In February, BrightPlan hired Senior
Vice President Karl Holmlund
to expand its sales team. In January,
BrightPlan’s sister firm, Plancorp, a 35-year-old wealth advisor with
over $4 billion in assets under management, opened a San Jose office to
serve its expanding client base in the San Francisco-Bay Area.

For more information about BrightPlan or schedule a demo, call
408-933-6188 ext 2.

About BrightPlan

BrightPlan LLC is an innovator in financial wellness programs for the Fortune
1000. Led by a team of experienced Silicon Valley executives and
technology innovators, BrightPlan helps power growth by increasing
profitability and making companies an employer of choice. BrightPlan
offers goals-based financial planning, investment advice, automated
investing; spending and budgeting analysis and tools; and extensive
financial education to improve decision-making. BrightPlan is a
cloud-based digital advisor that also provides access to an experienced
team of financial advisors from Plancorp, a 35-year old, Registered
Independent Advisor (RIA). BrightPlan and Plancorp are subsidiaries of
Prumentum Group. BrightPlan is the nation’s first digital advisor to
become certified by the Center for Fiduciary Excellence (
More information is available at


BrightPlan LLC is an SEC-registered investment adviser that only offers
digital investment advice. Plancorp LLC is an affiliated SEC-registered
investment adviser. Registration does not imply a certain level of skill
or training nor does it imply endorsement by the SEC. BrightPlan is a
trademark of BrightPlan LLC, Plancorp is a registered trademark of
Plancorp LLC, both registered in the U.S. Patent and Trademark Office.
Please see BrightPlan’s and Plancorp’s ADV
for more important information.


Greg Berardi
Blue Marlin Partners

For more than 50 years, Business Wire has been the global leader in press release distribution and regulatory disclosure.

For the last half century, thousands of communications professionals have turned to us to deliver their news to the audiences most important to their business through the sources they trust most. Over that time, we've gone from a single office with one full time employee to more than 500 employees in 32 bureaus.

Business Wire

Cambodia Junior National Canoe Team Members to Visit Japan as Part of Japan Exchange Program JENESYS 2019

Business Wire



Reading Time: 2 minutes

TOKYO–(BUSINESS WIRE)–Sixteen members of the Cambodia junior national canoe team are scheduled to visit Japan from September 17–25 as part of the Japan Exchange Program JENESYS 2019 promoted by the Ministry of Foreign Affairs (MOFA).

We invite the group to enjoy canoe-related tours and lectures in Tokyo, and then to visit Ishikawa Prefecture to participate in the 15th Japan Canoe Sprint Junior/Junior Youth Komatsu Tournament, joint practice with the Japan national team, a social gathering with high school students, and other activities, all in an effort to promote personal exchange between Japan and Cambodia through sports. Our aims with these activities are to effectively share the appeals of Japan and to further promote the future development of the sports industry in Cambodia and friendly relations between Cambodia and Japan.

We hope that participants in this program will proactively share the appeals of Japan and other information after returning to Cambodia.

For reference: Japan Exchange Program JENESYS 2019

People with the ability and future mission to deliver messages between Japan and the countries and regions of Asia and Oceania are invited and dispatched in order to promote an understanding of Japan with regard to politics, economics, society, culture, history, foreign policy, and the like, and pro-Japanese people and experts on Japan are discovered in order to strengthen Japan’s message to other countries and expand Japan’s diplomatic foundation by having the guests and dispatchees take the initiative to spread information about the diplomatic stance, appeals, and other facets of Japan.


Tuesday, September 17

Arrive in Japan, orientation, lecture by the Japan Canoe Federation, etc.

Wednesday, September 18

Tour Sea Forest Waterway, etc.

Thursday, September 19

Travel to Ishikawa Prefecture

Courtesy visit to the Komatsu City Office

Joint practice with the Japan national team

Friday, September 20

Visit Komatsu Ltd.

Social gathering

Saturday, September 21–Monday, September 23

Participate in the 15th Japan Canoe Sprint Junior/Junior Youth Komatsu Tournament

Tuesday, September 24

Travel to Tokyo

Presentation of outcomes, etc.

Wednesday, September 25

Depart Japan


Inquiries about the program

JENESYS 2019 ASEAN + East Timor Project Implementing Agency

JTB Kasumigaseki Operations Department

Contact: Junji Mise (Mr.), Yutaka Shintani (Mr.)

TEL: +81-3-6737-9447

Weekdays: 9:00-18:00 (Closed on weekends and holidays)


Continue Reading

Business Wire

CommerceWest Bank Supported Caterina’s Club and Provided Warm Meals, Affordable Housing, and Job Training Assistance to Low-Income Families

Business Wire



Reading Time: 2 minutes

IRVINE, Calif.–(BUSINESS WIRE)–CommerceWest Bank (OTCBB: CWBK) supported Caterina’s Club and provided warm meals, affordable housing and job training assistance to low-income families throughout Southern California. Caterina’s Club “Feeding Kids in America” program feeds over 25,025 children a week. The “Welcome Home” program provides qualified families, living in the dark environment of a motel, with the necessary resources to move into the safety and stability of an apartment or condo.

Chef Bruno Serato commented, “It’s time to stop talking about it and do something about it.” He continued, “Thank you all so much for supporting Caterina’s Club, the children, and families we serve. This year’s gala wouldn’t be a success without grand supporters such as CommerceWest Bank. Thank you!”

Ivo A. Tjan, Chairman and CEO of CommerceWest Bank, stated, “A lot of families take for granted how meaningful it is to sit down and have a nightly dinner. It is disheartening to think of, especially when thousands of children in our community go to bed hungry, without an adequate roof over their head.” He continued, “We are excited to be able to help Chef Bruno Serato provide warm meals and affordable housing to underprivileged children and low-income families in our community.”

CommerceWest Bank is a California based full service commercial bank with a unique vision and culture of focusing exclusively on the business community. Founded in 2001 and headquartered in Irvine, California. The Bank serves businesses throughout the state with an emphasis on clients in Orange County, San Diego, Los Angeles, and Riverside Counties. We are a full service business bank and offer a wide range of commercial banking services, including concierge services, remote deposit solution, online banking, mobile banking, lines of credit, working capital loans, commercial real estate loans, SBA loans, and cash management services.

Mission Statement: CommerceWest Bank will create a complete banking experience for each client, catering to businesses and their specific banking needs, while accommodating our clients and providing them high-quality, low stress and personally tailored banking and financial services.

Please visit to learn more about the bank. “BANK ON THE DIFFERENCE”


Ivo A. Tjan, Chairman and CEO

Work Phone: 949-474-5278 (Media Only)

Continue Reading

Business Wire

Cabinet painting is a cost-effective way to modernize the kitchen and increase property value.

Business Wire



Reading Time: 2 minutes

CALGARY, Alberta–(BUSINESS WIRE)–Kitchen renovations have one of the highest returns on investment compared to other home renovations. A modern, updated kitchen will add value to a property and make it more attractive to buyers. The largest financial component of a kitchen renovation is the cabinetry.

“Homeowners can experience huge savings on their kitchen renovation when they choose cabinet painting over a full cabinet replacement,” said Chris White of New Look Cabinets in Calgary. “Cabinet painting can make the kitchen look like new, at a fraction of the cost.”

The best advice is to hire Calgary cabinet painters for this project, but homeowners can attempt to DIY cabinet painting. Here are some instructions on how to paint kitchen cabinets.

  1. Choose paint: Choose a paint that will best adhere to your cabinet material and give lasting durability. You should also consider what paint colour will best suit your home’s overall design and your personal taste.
  2. Prepare the kitchen: Before starting, remove everything from the kitchen and cabinets that might get in the way.
  3. Remove cabinet doors, drawer fronts, and hardware: Take everything off the cabinet boxes and label it for easy reassembly.
  4. Clean and sand the surfaces: Wipe down all surfaces with a grease-removing cleaner. Then lightly sand all doors, drawer fronts and side panels. Remember to wipe off the dust afterwards.
  5. Prime and paint the cabinets: You can choose to paint them using a brush, compressor and paint gun, or have them painted by Calgary cabinet painters in a professional spray shop. Be sure to apply a primer and allow it to completely dry before putting on the top coat.

Homeowners should be aware that cabinet painting is a time consuming, detail-oriented job. If you are not comfortable with your ability, or you do not have enough time to complete the job properly, you should consider hiring professional cabinet painters.

“We have the experience, skills and equipment to get the job done efficiently and with seamless, professional results,” said White. “If you can’t commit the time, it is well worth the money to have your kitchen cabinets painted by a professional company.”

New Look Cabinets & Interiors is a RenovationFind Certified Painting Company in Calgary. They specialize in interior painting, as well as cabinet painting, cabinet refinishing and furniture refinishing. They offer superior workmanship, excellent customer service and are passionate about every project they work on. For more information, or for help with your next paint job, visit


Chris White


Continue Reading

Font Resizer

Subscribe to PICANTE via Email

Enter your email address to subscribe to PICANTE and receive notifications of new posts by email.

Follow us on Facebook

Read more from our authors

Follow our Tweets


Please turn AdBlock off