Financial Planning

Save for goals, track your net worth, learn about investing and more — all in one uplifting app.


We first understand your goals and dreams. Then we analyze your income, debt and spending habits to come up with a plan to help keep you on track to achieve them.

Financial plans that you are motivated to follow.

01. Insights & Alerts

Uncover financial insights around spending, savings, budgeting, income, subscriptions, and more.

03. Account Summary

In order to gain greater control over your money, you need all of your financial information at your fingertips.

04. Budget Tracker

Use historical transaction data to automatically display budget categories for you and suggests budget amounts based on your past transaction data

02. Valculator

Understand how saving $5 a day compounds to Million $s in a few years. This is the power of compounding.

Don't just manage your money. Build your wealth.

BrightUp is an emotionally intelligent financial wellness benefit provider. We help workers and their loved ones grow their net-worth and improve their self-worth. BrightUp believes that how people feel about themselves affects how they treat themselves – particularly when finances are involved.

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