LearnLux
LearnLux is a fiduciary digital financial wellbeing platform founded in 2015 that combines a personalized planning app with unlimited 1:1 Certified Financial Planner® guidance, sold to large enterprises on a per-employee-per-month basis and delivered in 100+ countries.
- Company typePrivate
- Founded2015
- HeadquartersBoston, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What LearnLux does
LearnLux is a privately held, Delaware-incorporated financial wellbeing company founded in 2015 and headquartered in Boston, Massachusetts, that delivers a digital and human advisory platform to large employers for use as a workplace benefit. The core product is a unified financial wellbeing program that combines a Personalized Financial Checkup, an interactive budgeting tool, self-paced and live lessons, holistic goal-setting, a Custom Benefits Portal that links employer benefit programs, Tailored Benefits Education, and unlimited 1:1 guidance from in-house Certified Financial Planner® professionals or locally credentialed financial experts. The platform is delivered in 100+ countries and 35+ languages with multi-currency support and locally compliant content, and is positioned as a fiduciary, no-conflict model in which planners never earn commissions and never sell financial products. LearnLux generates revenue through per-employee-per-month (PEPM) subscription contracts sold to HR, Benefits, and Total Rewards leaders at large enterprises, with distribution supported by direct enterprise sales, a dedicated consultant/broker channel, and a strategic partner program that includes MAXIS Global Benefits Network. The company also produces annual thought-leadership research assets — including the Workplace Financial Wellbeing Report (now in its 2026 edition based on 27,000 program participants), the Workplace Financial Wellbeing Buyer's Guide, and Financial Wellbeing Calendars — that double as lead-generation and category-authority content. Public customer references include Fifth Third Bank, New Balance, Messer Construction, and Toast, and the company reports supporting more than 2.5 million individuals across employers in the Fortune 100, Fortune 500, and Global 2000.
LearnLux firmographics
Firmographics- Name
- LearnLux
- Legal name
- LearnLux Inc.
- Website
- https://learnlux.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- LearnLux is a fiduciary digital financial wellbeing platform founded in 2015 that combines a personalized planning app with unlimited 1:1 Certified Financial Planner® guidance, sold to large enterprises on a per-employee-per-month basis and delivered in 100+ countries.
- Ownership category
- akta.pro rank
LearnLux industry classification
Industry- Product category
- Employee Financial Wellbeing Software
- NAICS
- All Other Schools and Instruction (61169)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH)
- akta.pro secondary industry
- Budgeting & Cash-Flow Management (FSAGADAA)
Keywords
Where LearnLux is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Markets served
LearnLux business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Employer PEPM Subscriptions: Primary recurring revenue stream. LearnLux prices its platform on a per-employee-per-month (PEPM) basis paid by employers, giving all eligible employees full access to LearnLux, including 24/7 digital tools, lessons, and unlimited one-on-one guidance from in-house financial professionals. Sold via direct sales and consultant channels.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Per-employee-per-month (PEPM) subscription giving every eligible employee full access to 24/7 digital tools, lessons, and unlimited 1:1 fiduciary guidance |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels10 records
LearnLux product offering
Product offeringCore offering
LearnLux is a digital, fiduciary financial wellbeing platform sold to employers on a per-employee-per-month basis. It combines self-serve digital tools (Personalized Financial Checkup, Customized Budget Planning, Flexible Learning Formats, Holistic Goal Setting) with a Custom Benefits Portal, tailored benefits education, and unlimited 1:1 guidance from in-house Certified Financial Planner® professionals or locally credentialed experts, delivered across 100+ countries and 35+ languages.
Product overview
LearnLux offers a single, unified financial wellbeing platform — the LearnLux Global Financial Wellbeing Program — composed of integrated modules that together deliver personalized financial guidance to employees. The core platform combines the Personalized Financial Checkup, Customized Budget Planning, Flexible Learning Formats, and Holistic Goal Setting modules, layered with the Custom Benefits Portal, Tailored Benefits Education, and unlimited 1:1 guidance from Certified Financial Planner® professionals or locally credentialed financial experts. The platform is delivered globally in 100+ countries and 35+ languages for employers, with supporting resources such as the LearnLux 2026 Workplace Financial Wellbeing Report, the 2026 Workplace Financial Wellbeing Buyer's Guide, the 2026 Financial Wellbeing Calendar, the Global Financial Wellness Calendar, the Financial Wellbeing Program Overview, and The Ultimate Guide to Evaluating Financial Wellbeing Solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- LearnLux Global Financial Wellbeing Program The core LearnLux platform combining the Personalized Financial Checkup, Customized Budget Planning, Flexible Learning Formats, Holistic Goal Setting, Custom Benefits Portal, Tailored Benefits Education, and unlimited 1:1 CFP® guidance, delivered across 100+ countries in 35+ languages by locally credentialed financial professionals, and sold to enterprise employers.
- Personalized Financial Checkup A personalized financial checkup module that produces a tailored plan for each employee based on their unique financial situation and what matters most to them, serving as the entry point into the LearnLux program.
- Customized Budget Planning An interactive budgeting tool that shows spending patterns in local currency to help employees make informed day-to-day and long-term financial decisions.
- Flexible Learning Formats Self-paced lessons plus live or on-demand events covering the financial topics employees care about, delivered in their preferred language, including webinars and on-demand educational content.
- Holistic Goal Setting A goal-setting module that lets employees define what they want to achieve and build a clear, actionable plan to move forward with confidence across financial milestones.
- 1:1 Financial Planner Guidance Unlimited 1:1 guidance from in-house Certified Financial Planner® professionals or locally credentialed financial experts who provide unbiased, fiduciary, zero-commission advice with no product sales or conflicts of interest.
- Custom Benefits Portal An employer-branded portal that links all key benefits in one place, giving employees a single destination to access and visualize their total rewards, integrated with LearnLux's benefits education and planning tools.
- Tailored Benefits Education Interactive lessons created by financial experts that are fully customized to each employer's benefits offerings, helping employees navigate and use their specific total-rewards programs.
- LearnLux 2026 Workplace Financial Wellbeing Report An annual data report based on anonymized data from 27,000 program participants, validated by the LearnLux Client Advisory Board, presenting financial wellbeing statistics and outcomes for employers.
- 2026 Workplace Financial Wellbeing Buyer's Guide The seventh edition of LearnLux's buyer's guide for HR/benefits professionals evaluating workplace financial wellbeing programs, covering best-in-class definition, evaluation criteria, vendor comparison, and ROI methodology.
Companies that use LearnLux
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles3 records
LearnLux technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability7 records
Feature7 records
LearnLux partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered flagship, core and minor.
- MAXIS Global Benefits Network (MAXIS GBN)flagshipMAXIS GBN partnered with LearnLux to enable its multinational clients to give employees access to expert financial wellness guidance, no matter where they are in the world. Announced via PR Newswire (covered on the LearnLux For Partnerships page). Provides global ecosystem leverage for LearnLux and an integrated financial wellbeing offering for MAXIS clients.
- GallaghercoreGallagher, a global insurance brokerage and consulting firm, co-produced a financial wellbeing fireside chat with LearnLux and is featured in the LearnLux videos and blog. Functions as both a co-marketing and consulting channel influencing benefits decisions at large employers.
- ToastcoreToast participated as a panelist (Aimee Snyder, Principal Benefits Specialist) alongside LearnLux and EBS in the 'Financial Wellbeing for Diverse Workforces' recorded webinar session. Joint go-to-market on benefits brand elevation strategies for HR audiences.
- EBS Insurance Brokers (EBS)coreEBS's Director of Population Health Strategy & Wellbeing (Valeria Tivnan) co-presented with LearnLux and Toast in the 'Financial Wellbeing for Diverse Workforces' webinar, advising EBS clients on workplace wellness strategy. Represents an influencer/consulting partnership channel.
- HR.comcoreHR.com co-published the 'HR.com and LearnLux State of Employee Financial Wellness 2025 Report' (and a prior 2023 edition), featured on the LearnLux Reports, Calendars & Guides page. Co-branded research supports thought leadership and lead generation to HR audiences.
- WTW (Willis Towers Watson)minorWTW is co-tagged on a LearnLux blog post (financial-wellbeing-benefits-help-address-global-gender-wealth-gap-wtw-learnlux), indicating a co-marketing or research collaboration around the global gender wealth gap topic.
- Carrot FertilityminorCarrot and LearnLux co-produced a webinar titled 'Helping employees navigate financial planning' (carrot-learnlux-financial-wellbeing-family-planning-webinar-recording), covering family planning and financial wellbeing topics together.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
LearnLux competitors and assessment
Company assessmentDirect peers
- SmartDollar: Employer-provided financial wellness platform (founded by Dave Ramsey) that combines budgeting tools, debt payoff plans, and educational content. Competes directly with LearnLux in B2B benefits deals, particularly among mid-market and large US employers seeking financial education benefits.
- Financial Finesse: Provider of financial wellbeing programs for employers, combining coaching (CFP® professionals) with digital tools and educational content. Directly comparable to LearnLux in offering 1:1 guidance plus self-serve digital resources to large employer populations.
- Enrich Financial Wellness: Financial wellness platform for employers offering budgeting tools, education modules, and one-on-one coaching. Competes with LearnLux for employer benefits budgets, particularly with HR teams seeking holistic financial guidance at scale.
- Origin Financial: Financial wellness platform purpose-built for employers that combines digital tools with on-demand financial planner access. A direct peer given its employer-sponsored distribution model and integrated guidance-and-tools approach.
- BrightPlan: B2B financial wellness solution for employers offering goal-based planning, budgeting, and investment guidance within a single platform. Competes with LearnLux for enterprise benefits RFPs targeting Total Rewards teams.
- FinFit: Employee financial wellness platform that combines financial education, budgeting tools, and earned wage access for employers. Comparable to LearnLux in targeting large US employers and adjacent in the financial wellbeing category.
Broad incumbents
- Edelman Financial Engines: Largest US independent financial planning and investment advisory firm, with a strong employer-sponsored financial wellness offering bundled alongside retirement advisory. Represents an incumbent competitor with significantly greater scale than LearnLux.
- Ayco (Goldman Sachs): Goldman Sachs-owned provider of corporate financial coaching and education for executives and employees. Competes with LearnLux in employer benefits RFPs, particularly with executive financial planning needs.
- Morgan Stanley at Work: Morgan Stanley's workplace offering spanning equity administration, financial education, and financial wellness for corporate clients. A broad incumbent that bundles financial wellness into a wider stock plan/wealth platform, competing for the same enterprise benefits budgets.
Emerging players
- SoFi at Work: Employer-distributed platform offering student loan repayment, financial planning, and wellness benefits through SoFi's consumer finance stack. Emerging competitor in employer financial benefits, leveraging SoFi's lending and banking products alongside educational content.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
LearnLux social profiles
Digital presenceLearnLux compliance and trust
Trust signalCompliance1 record
LearnLux financial estimates
Financial estimateRevenue estimate
Valuation estimate
LearnLux leadership team
Management profileNumber of profiles
Profiles5 records
LearnLux funding detail
Funding detailFunding overview
Funding rounds8 records
Investors11 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LearnLux M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LearnLux
What does LearnLux do?
LearnLux is a digital, fiduciary financial wellbeing platform sold to employers on a per-employee-per-month basis. It combines self-serve digital tools (Personalized Financial Checkup, Customized Budget Planning, Flexible Learning Formats, Holistic Goal Setting) with a Custom Benefits Portal, tailored benefits education, and unlimited 1:1 guidance from in-house Certified Financial Planner® professionals or locally credentialed experts, delivered across 100+ countries and 35+ languages.
Is LearnLux a public or private company?
LearnLux is a private company. It is classified as venture growth investor backed and is currently operating.
When was LearnLux founded?
LearnLux was founded in 2015. It employs 51 to 100 people.
Where is LearnLux based?
LearnLux is headquartered in Boston, United States, in the North America region.
How does LearnLux make money?
One revenue line is on record: employer PEPM Subscriptions.
Who are LearnLux's main competitors?
Direct peers on record are SmartDollar, Financial Finesse, Enrich Financial Wellness, Origin Financial, BrightPlan and FinFit. Broad incumbents are Edelman Financial Engines, Ayco (Goldman Sachs) and Morgan Stanley at Work. SoFi at Work is listed as an emerging player.
Does LearnLux have an API?
No public API is recorded for LearnLux.
What industry is LearnLux in?
LearnLux's product category is Employee Financial Wellbeing Software. Its primary akta.pro industry code is FSAGADAH, Financial Education & Coaching (Digital Programs, Tools), with a secondary code of FSAGADAA, Budgeting & Cash-Flow Management. Its NAICS code is 61169 and its SIC code is 8200.