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LearnLux
LearnLux delivers fiduciary financial guidance to millions of employees in 100+ countries, serving clients from Fifth Third Bank to New Balance.
LearnLux
Founded in 2015, LearnLux operates as a workplace financial wellbeing platform that connects employees to digital tools and one-on-one guidance from salaried, non-commissioned financial planners. The company's model is built entirely on a per-employee-per-month fee structure paid by employers, eliminating the product sales and asset-management conflicts that shape many retirement-plan and financial-wellness vendors. It serves multinational enterprises across the United States, Europe, Asia, Latin America, Africa, and the Middle East. The platform spans the full personal-finance lifecycle: budgeting, debt management, emergency savings, benefits navigation, equity compensation, home ownership, tax planning, retirement readiness, estate planning, and major life events. Unlike recordkeepers that focus narrowly on retirement accounts, LearnLux positions itself as a day-to-day decision-support layer that sits across an employer's entire benefits stack. Clients disclosed on the company's website include Fifth Third Bank, New Balance, and Messer. The firm reports that 80% of its members actively save for retirement and 76% report increased confidence in reaching financial goals. LearnLux's planners hold leading regional credentials and deliver guidance in more than 35 languages. The firm recently published a 2026 Financial Wellbeing Report, evidence of an ongoing effort to benchmark employee outcomes against retention and productivity metrics. In its own materials, the company states that 79% of employees are more likely to stay with an employer that offers the benefit, and that financially healthy employees are 85% more productive. What structurally differentiates LearnLux is its combination of a pure fiduciary mandate and a flat PEPM billing model scaled across the entire workforce. There are no asset minimums to receive guidance, and the planners earn no commissions or referral fees. This architecture makes the service equally available to the employee living paycheck to paycheck and the executive managing significant wealth, embedding financial planning as a utility rather than a premium perk.
General information
Firm type
Family Office
Year founded
2015
AUM
Undisclosed
Location
Region
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City
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Corporate office
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Sector focus
Frequently asked questions
How does LearnLux ensure its guidance is unbiased?
LearnLux employs salaried Certified Financial Planner® professionals and locally credentialed experts who receive no commissions, sell no financial products, and have no affiliations with banks, insurance companies, or asset managers. The company is paid entirely by employers on a per-employee-per-month basis, which structurally removes the incentive to steer employees toward any specific financial product. Its own materials describe this as a fiduciary model where the only measure of success is the outcomes each employee achieves.
Does LearnLux serve employees outside the United States?
Yes. LearnLux supports workforces in more than 100 countries and 35 languages. Its financial planners hold local credentials and deliver guidance aligned with regional regulations, tax structures, and cultural norms. The platform also provides cross-border and expatriate planning support for employees who move between jurisdictions.
Is LearnLux a retirement-plan provider or a general financial-wellness platform?
It is a general financial-wellness platform that covers the full personal-finance picture, not just retirement. While it complements retirement-plan recordkeepers by addressing day-to-day stressors — budgeting, debt, benefits selection, home buying, equity compensation — it is not a recordkeeper itself and does not manage assets. Its own positioning emphasizes protecting retirement savings by reducing hardship withdrawals and 401(k) loans through improved daily financial resilience.
What types of employers typically adopt LearnLux?
LearnLux targets large, often multinational employers that want a single financial-wellbeing benefit deployable across diverse employee populations — from hourly workers to senior executives. Publicly named clients include Fifth Third Bank, New Balance, and Messer, and the platform is designed to scale across enterprises with hundreds of thousands of employees.
How does LearnLux charge for its services?
The company charges employers a per-employee-per-month (PEPM) fee. The PEPM rate gives all eligible employees full access to the platform, including unlimited one-on-one sessions with fiduciary planners and 24/7 access to digital tools. There are no asset minimums, no fees charged to employees, and no revenue-sharing arrangements with product providers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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