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LearnLux
LearnLux is a fiduciary financial wellbeing platform founded in 2015, providing employer-sponsored guidance to millions of employees in 100+ countries.
LearnLux
Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.
General information
Firm type
Asset Manager
Year founded
2015
Sector focus
Frequently asked questions
Is LearnLux a single-family office or an investment manager?
LearnLux is neither. It is a financial wellbeing platform that partners with employers to deliver fiduciary financial guidance as an employee benefit. Its credentialed financial planners provide advice across budgeting, debt, benefits, and life-event planning but do not manage assets or sell financial products. The firm operates independently of banks and insurance companies.
How does LearnLux ensure its advice remains unbiased?
The firm's planners operate as fiduciaries and are never commission-based. LearnLux states that its professionals have no affiliations with financial products, banks, insurance companies, or money management firms and do not earn fees based on employee decisions. The only measure of success is the financial outcomes members achieve.
Which types of financial topics does LearnLux cover?
Guidance spans the full range of personal finance, including benefits enrollment, budgeting, debt management, emergency savings, credit, home ownership, equity compensation, investing basics, tax planning, retirement, estate planning, and survivor support. The platform also addresses cross-border and expat financial planning for globally mobile employees.
How does LearnLux price its platform for employers?
LearnLux charges on a per-employee-per-month (PEPM) basis. This rate gives all eligible employees access to 24/7 digital tools and unlimited one-on-one guidance from LearnLux's in-house fiduciary planners. Specific pricing requires direct contact with the firm.
Does LearnLux serve employees at all asset and income levels?
Yes. Unlike many financial advisory models, LearnLux has no asset minimums to receive guidance. The platform is designed to support every employee, from those living paycheck to paycheck to those managing significant wealth, ensuring equitable access across the entire workforce.
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