Categories  /  Financial Wellbeing  /  LearnLux

LearnLux

Website
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

Alternatives

Other Financial Wellbeing Vendors

Vendor

Description

Best For
Pricing
Customers
Key Features
Website
Profile
LearnLux

LearnLux is a Massachusetts-based company that focuses on providing financial wellbeing solutions for workforces.

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

Pricing not listed, contact for more information

Undisclosed

  • ·  Financial Wellness Assessment
  • ·  Certified Financial Planner™ Access
  • ·  Workplace Benefits Integration
  • ·  Financial Education Library
Bippit

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Small to medium-sized UK businesses looking to support employee financial wellbeing

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  • ·  1:1 Financial Coaching
  • ·  Financial Health Assessment
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  • ·  Employer Dashboard
Lifetime Financial Management

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Small to medium-sized UK businesses seeking financial wellbeing solutions

£149 for digital service (bespoke financial planning video) £179 for one-on-one meeting with financial adviser

Customers include Boots, Fortuna Healthcare and NSG Group.

  • ·  Financial Wellbeing Programme
  • ·  One-to-One Financial Coaching
  • ·  Workplace Pension Management
  • ·  Financial Wellbeing Analytics
Mintago

Mintago is a UK-based financial wellbeing platform that collaborates with employers to enhance employees' financial health through a variety of innovative solutions.

Mid-sized UK businesses looking to enhance financial wellbeing as part of their benefits package

Not listed, contact for more information

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  • ·  Pension Dashboard
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  • ·  Spending & Saving Insights
Natwest Cushon

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medium-sized UK businesses seeking to improve financial wellbeing

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Global organisations with dispersed workforces

Not listed, contact for more information

1.5 millions users with companies including Meta, Pepsico, Intuit and GSK

  • ·  Knowledge Management
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  • ·  Staff Feedback
Octopus Money

Octopus Money is a UK-based financial wellbeing platform that partners with employers to provide personalised financial advice and planning services to employees.

Small to medium-sized businesses seeking to improve employee financial wellbeing

Not listed, contact for more information

Supports over 200,000 employees from companies including Dentsu, Experian, Funding Circle and Farfetch

  • ·  1:1 Financial Coaching
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Peanut Butter

Peanut Butter helps employers provide the top benefit desired by college-educated talent: student loan assistance in the form of resources and repayment plans.

Small to medium US-based companies

Pricing starts at $750 base fee and $7 pepm, depending on company size and monthly contributions.

Undisclosed

  • ·  Student Loan Repayment Assistance
  • ·  Contribution Management Dashboard
  • ·  Employee Portal
  • ·  Loan Coaching
Wagestream

Overview Wagestream is a financial wellbeing platform that gives employees more control over when they get paid and provides tools to help them build better financial habits.

Companies with hourly workers and shift-based industries

Not listed. Each transfer incurs a fixed transaction fee of £1.75 each.

Over 1,000 customers including Domino's, Hilton, New Balance, and ASDA

  • ·  Earned Wage Access
  • ·  Smart Savings
  • ·  Financial Education Hub
  • ·  Powerful Analytics Dashboard
WEALTH at Work

WEALTH at work is a UK-based financial wellbeing and retirement specialist that assists employees in maximising the value of their benefits through tailored financial education and guidance.

Medium to large organisations with complex financial education needs

Varies by company size. Contact for more information

Customers include BT Group, INEOS, M&S and Volvo

  • ·  Financial Education Seminars and Webinars
  • ·  One-to-One Financial Guidance
  • ·  Retirement Planning Services