Every category where a model named BrightPlan for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.

Category	Function	Share	Rank	Negative rate	Labels	Quadrant	Since September 2026
Financial wellness platforms	Compensation and total rewards	5%	6 of 117	8%	13	accepted challenger

Movement

This is the first edition on this tier, so no move can be computed for BrightPlan yet. From the next edition this section shows, per buyer segment and per category, whether its share moved by more than the measured noise floor.

By model

How each model treated BrightPlan across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.

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Model	First choice	Alternative	Mention	Negative	Labels
Claude Haiku 4.5	0	0	0	0	0
GPT-5.4 mini	0	0	0	0	0
Gemini 3.5 Flash	0	0	0	0	0
Perplexity Sonar	0	2	0	0	2
Grok 4.1 Fast	0	0	1	0	1
Mistral Small	1	0	1	0	2
DeepSeek V4 Flash	2	0	0	0	2
Llama 4 Maverick	0	0	0	0	0
Qwen 3.7 Flash	0	0	0	1	1
Kimi K2	1	1	0	0	2
GLM 4.7 FlashX	1	0	0	0	1
MiniMax M2.5	0	0	0	0	0
GPT-6 Luna	0	1	0	0	1
Muse Glimmer 30B	0	1	0	0	1

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.

FramingLabels by classFirst choices

Direct12 labels6

Paraphrase3 labels1

Comparative23 labels10not counted in share

Budget-constrained11 labels3

Scale-constrained4 labelsNone

Negative1 labelNone

First choiceAlternativeMentionNegative54 labels in all, every segment counted; 10 of the 20 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Currently ranked as a top enterprise platform, BrightPlan offers a comprehensive suite including an AI-powered "Financial Wellness Coach"” GLM 4.7 FlashX · Financial wellness · comparative prompt · first choice

“For large enterprises wanting comprehensive coverage with human coaching → BrightPlan or Financial Finesse” DeepSeek V4 Flash · Financial wellness · comparative prompt · first choice

“BrightPlan stands out as the best financial wellness platform for mid-market B2B companies” Mistral Small · Financial wellness · direct prompt · first choice

“I'd recommend starting with BrightPlan or Your Money Line as your top candidates” DeepSeek V4 Flash · Financial wellness · direct prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“independent user reviews (particularly on Android) have flagged issues with app crashes, blank screens after login, and inaccurate detection of recurring charges” Qwen 3.7 Flash · Financial wellness · negative prompt · soft negative

Named alongside

The products named in the same answers as BrightPlan, over the 54 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and BrightPlan was named but was not.

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ProductSame answerTook the first choice insteadHead to head

LearnLux39 of 546Compare →

Financial Finesse28 of 543Not among the top eight

SmartDollar23 of 541Compare →

Origin21 of 542Compare →

Payactiv13 of 541Not among the top eight

Chime Workplace10 of 544Not among the top eight

Enrich10 of 540Not among the top eight

Your Money Line10 of 540Compare →

ZayZoon9 of 541Not among the top eight

Enrich Financial Wellness9 of 540Not among the top eight

A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named BrightPlan. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 54 of the 54 answers that named BrightPlan and are not a share of its labels.

Domains cited

guideflow.com35

us.fitgap.com31

itechguides.com28

g2.com25

myshortlister.com24

vantagefit.io24

cxeverywhere.com23

brightplan.comYour site22

rewordin.com22

selectsoftwarereviews.com21

233 of the 255 domain citations in answers naming BrightPlan came from somebody else's page.

Pages cited

guideflow.com/blog/financial-wellness-software35

us.fitgap.com/search/financial-wellness-software/enterprise25

cxeverywhere.com/tools/financial-wellness-software23

rewordin.com/blog/best-employee-financial-wellness-platforms-202622

selectsoftwarereviews.com/buyer-guide/employee-financial-wellness-platforms21

vantagefit.io/en/blog/employee-wellness-apps19

compensationtools.net/best-financial-wellness-software18

itechguides.com/best/employee-financial-wellness-software18

Pages are listed as the models cited them.

Search and answers

brightplan.com is not in Google's top ten for any of the category's searches. In the answers, BrightPlan takes 5% of first choices and LearnLux takes 24%.

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In search

Google, US estimates

Position for “financial wellness platform”

–

not in the top ten

Position for “financial wellness platforms”

–

not in the top ten

Searches for its name, Google: 880 a month (“brightplan”)
AI search demand for its name, est.: 9 a month
Organic visits to its site: about 804 a month
Searches its site ranks for: 344 · 9 in the top three
Sites linking to it: 1,234
Paid Google search: No ads found in the estimate; that does not mean it runs none

Ads on GoogleDetailLess

10 ads · 9 text, 1 image · 0 shown in the last 30 days

First shown October 2025, as BrightPlan LLC, verified. Ads started 2025-11 to 2026-10: 2 in the year, 8 before.

On Google's pages: 1 2 3 4

In answers

This edition

Share of first choices

rank 6 of 117 in financial wellness

Segment leader

24%

LearnLux

First choices: 10 across its categories
Named in: 54 answers
Its own site cited: in 54 of the answers that named it

Search figures are US estimates from DataForSEO, read October 5, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

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Addresses on brightplan.com

821

subdomains included

Content

671

counted in the table below

Documentation

Product · Integration

5 · 5

Kind	Pages	Last 90 days	Categories named
Blog	270	undated	Talent intelligence
Conference or event	175	undated
News or press	153	undated	Financial wellness
Webinar or virtual event	51	undated
Report or ebook	12	undated
Glossary or explainer	6	undated
Case study	3	undated
Podcast or video	1	undated

How it is countedHide how it is counted

Every page brightplan.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read October 5, 2026.

Follow BrightPlan

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

BrightPlan is its own company.

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In its own words

Stated by the vendor, not checked

Positioning: Award-winning global financial wellness for the enterprise.
brightplan.com
For: enterprise organization
brightplan.com
Certifications: The first digital advisor certified by CEFEX acting solely in employees’ best interests.certified for fiduciary excellence by CEFEX
Hosting: Worldwide50+ countries
Customers named: Bread FinancialBrandon Hall Group
Not stated on the pages read: Price, starting price, free plan or trial, integrations

What BrightPlan's own pages state, read October 5, 2026: brightplan.com, brightplan.com/solutions/ai-coach, brightplan.com/partners. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when BrightPlan's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as BrightPlan, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for BrightPlan by email, built from the raw record of the edition. It shows:

where BrightPlan is named, by buyer and by framing, and which cells hold its first choices;
the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
its vocabulary against the segment leader's, and the pages the models cited;
who was chosen in the answers that did not name BrightPlan, and every reason the record gives;
a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
one page of published figures cleared to show a buyer.