AppCorpus
Market US

BrightPlan

by BrightPlan LLC

iPhone · iPad

Active Last checked 6 Aug 2026

Quick verdict

What it is
Store information collected; independent summary not yet available.
At a glance
  • Free to download

Categories and search queries

Official categories

AppCorpus categories

Key functions

Function Availability Access Scope Evidence
Free app Yes Free Store published

Screens

App Store

18 store screenshots

BrightPlan ipad screenshot 1
BrightPlan ipad screenshot 2
BrightPlan ipad screenshot 3
BrightPlan ipad screenshot 4

Pricing & paywalls

App Store

  • Free

Ratings & reviews

App Store

4.6 38 ratings · App Store

  1. 5/5Finally, a Finance App That Actually Makes Life Easier

    ⭐️⭐️⭐️⭐️⭐️ BrightPlan is one of those apps you don’t realize you needed until you’re using it—and then you wonder how you managed without it. It takes the chaos of personal finance (benefits, budgeting, goals, retirement, “am I doing this right?” anxiety) and turns it into something clear, human, and actually usable. The app doesn’t talk down to you or overwhelm you with jargon—it meets you where you are and helps you move forward with confidence. What really stands out is how holistic it feels. This isn’t just a budget tracker or a retirement calculator. It connects the dots between your day-to-day money decisions and your long-term goals, with smart guidance that feels personalized rather than generic. The design is clean, intuitive, and calm—no flashing alarms or guilt-inducing dashboards. Just thoughtful insights, actionable steps, and a sense that you’re finally getting ahead instead of reacting. If your finances feel fragmented, stressful, or perpetually “on the to-do list,” BrightPlan brings order, clarity, and momentum. Highly recommend for anyone who wants to feel more in control of their financial life—without it feeling like another job.

    PDu33 · 6 Aug 2026

  2. 5/5I don’t usually do this..

    I don’t really like to write reviews but I just had to for this app. It truly is like having a Finacial Advisor in your pocket. I was able to link all my bank accounts and investments in one place to get a comprehensive view of my net worth, assets, and debt. It also allows you to set goals and helps you create a budget and plan to achieve those goals. The only thing they can approve is the process of connecting the third party bank accounts. I found that process to be a little slow and some of my passwords weren’t working and I had to keep refreshing the app. But other than that, it’s amazing and an app I use almost everyday !

    youshy679 · 6 Aug 2026

  3. 5/5Clean and seamless

    This app is crisp, handles finances well, and provides good customer support. When my own Roth IRA was found to have an issue, it was immediately solved the day after. Service is good, and the app provides many tools for different financial goals.

    amdebeer · 6 Aug 2026

  4. 3/5App is good but has connection problems

    The way the app is organized and shows details of each of my accounts is great but my accounts don’t stay connected. I have to re-login to most of my accounts about weekly which takes a few minutes for each account as the OTP is weirdly slow. Also some of my accounts won’t connect at all.

    catladyash · 6 Aug 2026

  5. 5/5BrightPlan works!

    Best financial app I’ve ever used! HIGHLY recommend!!

    Joshlee1535 · 6 Aug 2026

Privacy & accessibility

App Store

Privacy

  • Data Linked to You — Analytics — Contact Info — Name Developer declared
  • Data Linked to You — Analytics — Identifiers — User ID Developer declared
  • Data Linked to You — App Functionality — Contact Info — Email Address Developer declared
  • Data Linked to You — App Functionality — Contact Info — Name Developer declared
  • Data Linked to You — App Functionality — Identifiers — User ID Developer declared
  • Data Linked to You — Product Personalization — Contact Info — Name Developer declared
  • Data Linked to You — Product Personalization — Identifiers — User ID Developer declared
  • Data Linked to You — Contact Info Developer declared
  • Data Linked to You — Identifiers Developer declared
  • Data Not Linked to You — Analytics — Diagnostics — Crash Data Developer declared
  • Data Not Linked to You — Analytics — Diagnostics — Other Diagnostic Data Developer declared
  • Data Not Linked to You — Analytics — Diagnostics — Performance Data Developer declared
  • Data Not Linked to You — Analytics — Financial Info — Credit Info Developer declared
  • Data Not Linked to You — Analytics — Financial Info — Other Financial Info Developer declared
  • Data Not Linked to You — Analytics — Identifiers — Device ID Developer declared
  • Data Not Linked to You — Analytics — Usage Data — Product Interaction Developer declared
  • Data Not Linked to You — App Functionality — Contact Info — Other User Contact Info Developer declared
  • Data Not Linked to You — App Functionality — Contact Info — Phone Number Developer declared
  • Data Not Linked to You — App Functionality — Contact Info — Physical Address Developer declared
  • Data Not Linked to You — App Functionality — Diagnostics — Crash Data Developer declared
  • Data Not Linked to You — App Functionality — Diagnostics — Other Diagnostic Data Developer declared
  • Data Not Linked to You — App Functionality — Diagnostics — Performance Data Developer declared
  • Data Not Linked to You — App Functionality — Financial Info — Credit Info Developer declared
  • Data Not Linked to You — App Functionality — Financial Info — Other Financial Info Developer declared
  • Data Not Linked to You — App Functionality — Identifiers — Device ID Developer declared
  • Data Not Linked to You — App Functionality — Usage Data — Product Interaction Developer declared
  • Data Not Linked to You — Product Personalization — Contact Info — Other User Contact Info Developer declared
  • Data Not Linked to You — Product Personalization — Financial Info — Other Financial Info Developer declared
  • Data Not Linked to You — Product Personalization — Usage Data — Product Interaction Developer declared
  • Data Not Linked to You — Contact Info Developer declared
  • Data Not Linked to You — Diagnostics Developer declared
  • Data Not Linked to You — Financial Info Developer declared
  • Data Not Linked to You — Identifiers Developer declared
  • Data Not Linked to You — Usage Data Developer declared

Accessibility

No accessibility labels collected yet.

Versions

App Store

  • 2.2.28

    Bug fixes and improvements

  • 2.2.29

    Security enhancements

  • 2.2.30

    Bug fixes and enhancements

  • 2.2.31

    Bug fixes and improvements

  • 2.2.32

    Bug fixes and improvements

  • 2.3.0

    Secured and enhanced Over-the-Air update server

  • 2.3.1

    Bug fixes

  • 2.3.2

    Bug fixes and enhancements

  • 2.3.3

    Bug fixes

  • 2.3.4

    Bug fixes

  • 2.3.5

    Enhancements

  • 2.3.6

    Bug fixes and improvements

  • 2.3.7

    We’ve implemented bug fixes, security enhancements, and general improvements for your BrightPlan experience.

  • 2.3.8

    Bug fixes and improvements

  • 2.4.0

    Bug fixes and enhancements

  • 2.4.1

    Bug fixes and enhancements

  • 2.4.2

    We’ve implemented bug fixes, security enhancements, and general improvements for your BrightPlan experience.

  • 2.4.3

    We’ve implemented bug fixes, security enhancements, and general improvements for your BrightPlan experience.

  • 2.4.4

    We’ve implemented bug fixes, security enhancements, and general improvements for your BrightPlan experience.

  • 3.0.1

    Signing in just got faster and more secure. This major update introduces passkey support for quick, passwordless authentication and TOTP via email to keep your account protected.

  • 3.0.2

    Bug fixes and enhancements

  • 3.0.3

    Bug fixes and enhancements

  • 3.0.4

    Bug fixes and enhancements

  • 3.1.0 · 8 Jul 2026

    Bug fixes and enhancements

  • 3.2.0

    Ask anything, get a real answer. Retirement planning, budgeting, investing? The AI Coach goes deep on what matters to you, guided by CFP-level standards. The AI Coach now looks at your full financial picture. Connected to your accounts, goals, and employer benefits, so every conversation is grounded in your actual situation (not generic advice). Advanced retirement modeling to create a retirement plan tailored to you, including handling inflation, expenses, future-value or present value inputs, pension assumptions, and much more.

Alternatives

Availability by market

Data quality & evidence

Page completeness
Live store listing
Last verified
6 Aug 2026
Sources
App Store

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