Categories  /  Financial Wellbeing  /  LearnLux

LearnLux

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Information

About LearnLux

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through key decision points across all life events.

Company Info
Website
Social Media
LinkedIn  ·  X/Twitter  ·  Facebook  ·  Instagram
Year Founded
2014
Headquarters
Boston, Massachusetts, United States
Company Size
51–200

Perkwise Insight

Overview

LearnLux is a comprehensive financial wellness platform designed to help employees make better financial decisions through education, personalized guidance, and digital tools. The platform addresses the full spectrum of financial needs—from basic budgeting to complex retirement planning—making it suitable for diverse workforces with varying financial literacy levels.

Best For

Mid-sized companies and enterprises looking to improve employee financial wellness

Pricing

Pricing not listed, contact for more information

Customers

Undisclosed

Pros
Certified Financial Planner (CFP®) access
Employees can connect with qualified professionals for personalised guidance
Holistic financial wellness approach
Covers everything from student loans and budgeting to retirement and estate planning in one integrated platform.
Seamless benefits integration
Cons
Learning curve for full utilisation
While the interface is intuitive, the sheer breadth of features means HR teams should plan for a proper rollout to maximise adoption.
More Info

Key Features & Benefits

Financial Wellness Assessment

What It Does

Provides employees with a personalised financial checkup that identifies strengths, gaps, and priorities.

Why It Matters

Instead of one-size-fits-all content, employees receive a customised roadmap that focuses on their most relevant financial needs, increasing engagement and outcomes.

Certified Financial Planner™ Access

What It Does

Connects employees with professional financial coaches through in-app messaging, phone, or video calls.

Why It Matters

Having access to unbiased, fiduciary advisors builds trust and provides personalised support that digital tools alone cannot match.

Workplace Benefits Integration

What It Does

Incorporates company-specific benefits into the platform, highlighting relevant offerings during appropriate financial planning moments.

Why It Matters

Improves utilisation of existing benefits while reducing HR inquiries.

Financial Education Library

What It Does

Offers interactive courses, articles, and tools covering diverse financial topics from basic to advanced.

Why It Matters

Meets employees where they are with bite-sized, engaging content that builds confidence and knowledge without overwhelming them.

Implementation & Support

Setup Process

The implementation process includes platform customisation, benefits integration, communication planning, and admin training. Companies with more complex benefits structures or multiple locations may require additional time.

Technical Requirements

As a cloud-based SaaS solution, LearnLux requires no special hardware or software installation. The platform is mobile-responsive and works on any modern web browser. Single sign-on (SSO) capabilities are available for seamless integration with existing HR systems.

Support Options

  • Dedicated implementation manager during setup
  • Account management team for ongoing program optimization
  • Technical support via email, chat, and phone
  • Employee support through in-app chat and direct access to financial planners
  • Comprehensive resource library for HR administrators
Reviews

Customer Reviews

“I'm pretty confident about my money but sometimes I need help when it comes to big decisions like paying down student debt vs saving for retirement. LearnLux has been a big help to give me financial peace of mind.”
Stefan
5
“I'm so glad my company offers LearnLux because I can take the lessons, use the tools and talk to a Financial Advisor when I need to. It's been a big help to give me financial peace of mind.”
John T.
5
“I think LearnLux does a great job of making financial wellness fun and informative, and breaking it into lessons. It provided all the information I needed in a way that is digestible and straightforward for those without a strong background in finance.”
Naty
4.5
“LearnLux made it easy for me to speak to a financial wellness advisor, which I would not have been inclined to do otherwise. I didn't have to screen advisors myself, and the advisor was very pleasant, knowledgeable, and made me feel more comfortable about my retirement savings strategy.”
Benjamin
5
“After recently starting at a new company, I was very impressed to see that they offered financial wellness as an employee benefit. The best part was being able to talk to a financial advisor for any outstanding questions.”
Kelly
5

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