Trusted financial wellbeing for your entire workforce

Creating a world where having a financial plan is never out of reach

HOW ARE EMPLOYEES FEELING FINANCIALLY?
Employee financial wellbeing report
Download the report to get an insider look at employees and their personal finances. Explore data from thousands of employees across all ages, income levels, industries and levels of financial confidence.
Get the Report
Illustration of a financial wellbeing case study with a construction company

Best in class financial wellbeing

Unbiased

Fiduciary guidance that is always in employees’ best interest.

Configurable

Customized for each employer, personalized for every employee.

Holistic

Meet the diverse needs of your workforce in all phases of life.

We never:

Sell products or data
Make referral commissions
Surprise you with hidden fees
Illustration happy employees working on their financial wellbeing
Features

The LearnLux experience

how we help employees

Whole person. Holistic plan.

Illustrated employees use LearnLux financial wellbeing program to reach their goals
Damien, 29. New hire at a growing tech company. Their goal: Be debt free.
THEIR LEARNLUX Plan
Checked
Pay down debt
Checked
Build credit
Checked
Plan for retirement
Checked
Payoff student loans
Checked
Fund emergency savings
Checked
Pay taxes
Checked
Buy a home
Checked
Start / grow a family
Checked
Choose the right benefits
Checked
Understand equity compensation
Checked
1:1 call with a Certified Financial Planner™
Checked
Start estate planning
Felicia
Felicia, 34. Software engineer at a company that will IPO this year. Their goal: Buy a new home and grow their family.
THEIR LEARNLUX Plan
Checked
Pay down debt
Checked
Build credit
Checked
Plan for retirement
Checked
Payoff student loans
Checked
Fund emergency savings
Checked
Pay taxes
Checked
Buy a home
Checked
Start / grow a family
Checked
Choose the right benefits
Checked
Understand equity compensation
Checked
1:1 call with a Certified Financial Planner™
Checked
Start estate planning
Illustration of a medical professional using financial wellbeing benefits
Anne, 56. Medical professional. Their goal: Reduce their taxable income and get on track to retire in 10 years.
THEIR LEARNLUX Plan
Checked
Pay down debt
Checked
Build credit
Checked
Plan for retirement
Checked
Payoff student loans
Checked
Fund emergency savings
Checked
Pay taxes
Checked
Buy a home
Checked
Start / grow a family
Checked
Choose the right benefits
Checked
Understand equity compensation
Checked
1:1 call with a Certified Financial Planner™
Checked
Start estate planning
Nia
Nia, 24. Sales associate at a large retail company. Their goal: Break the cycle of living paycheck-to-paycheck.
THEIR LEARNLUX Plan
Checked
Pay down debt
Checked
Build credit
Checked
Plan for retirement
Checked
Payoff student loans
Checked
Fund emergency savings
Checked
Pay taxes
Checked
Buy a home
Checked
Start / grow a family
Checked
Choose the right benefits
Checked
Understand equity compensation
Checked
1:1 call with a Certified Financial Planner™
Checked
Start estate planning
Illustration of a construction employee using financial wellbeing benefits
Simon, 61. Construction manager. Their goal: Maximize participation in their company’s ESOP and set up a trust for their grandkids.
THEIR LEARNLUX Plan
Checked
Pay down debt
Checked
Build credit
Checked
Plan for retirement
Checked
Payoff student loans
Checked
Fund emergency savings
Checked
Pay taxes
Checked
Buy a home
Checked
Start / grow a family
Checked
Choose the right benefits
Checked
Understand equity compensation
Checked
1:1 call with a Certified Financial Planner™
Checked
Start estate planning
Illustration of a biotech employee using financial wellbeing benefits
Lucia, 31. Scientist at a leading biotech company. Their goal: Buy a new car with their fiancé and make the most of their benefits.
THEIR LEARNLUX Plan
Checked
Pay down debt
Checked
Build credit
Checked
Plan for retirement
Checked
Payoff student loans
Checked
Fund emergency savings
Checked
Pay taxes
Checked
Buy a home
Checked
Start / grow a family
Checked
Choose the right benefits
Checked
Understand equity compensation
Checked
1:1 call with a Certified Financial Planner™
Checked
Start estate planning
Stories

What our members are saying

This year I started getting really serious about working on reaching my financial goals that will help me reach my other personal goals. Checking over my budget each day helps me stay focused on the long-run goals I want to reach. I also got some nice tips on where to find some extra money from things I never thought about. It’s a really great benefit we got this year!
J. Saxton
Software Engineer
The advisors were fantastic to work with. They always had great advice and were honest about expectations. The LearnLux app is easy to use and the advisor calls are a great resource I would highly recommend to friends and colleagues.
O. Cruz
Project Engineer
My husband and I were blown away after we had our first Zoom meeting with a financial advisor with LearnLux. Our financial advisor was extremely effective as she took her time to not only get to know us but also obtained information surrounding our financial goals in order to create a plan that would allow us to increase our savings, pay down debt/student loans, and strengthen our retirement plan. We are looking forward to our next session!
L. Goodman
Senior Compensation Analyst
for hr

Benefits teams

loves

LearnLux

The most HR-friendly financial wellbeing program on the planet.

Lightning-fast implementation and launch

We'll work to meet your deadlines

Advanced reporting

Empowering you to measure success

Dedicated customer support

Our team is always there for you

Illustration of an employee benefits professional using the LearnLux financial wellbeing program with green leaves as an accent
testimonials

Hear from our partners

Taking care of our people so they can take care of our customers is one of our top priorities. Our team members come from all stages of life and we wanted a holistic financial wellbeing program that meets them where they are and provides personalized guidance. After an extensive selection process, we chose LearnLux because of its mobile-first interface, easy to understand jargon-free educational content, and ability for our employees at every income level to get personalized financial guidance from independent Certified Financial Planner™ professionals.
Shaun Snyder
Director of Benefits at a National Retailer
We had more participation in one LearnLux webinar than with our whole previous financial wellbeing program. Employees who took calls with a financial advisor told us it was a positive experience and definitely worth the time and effort.
Martina Poet
Benefits Administrator at a National Construction Company
Our HR staff works diligently to assist our workforce community with their pay and benefits. Financial wellness is not a “one and done” accomplishment — it takes continuous education and effort, and we’re proud to be partnering with LearnLux to achieve our goals.
Montique McClary
Human Resources Director, City of Elizabeth City
RESOURCES

The latest from LearnLux

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For partnerships and RFPs, reach out to: partner@learnlux.com