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Overview
Company Does Not Provide H1B Sponsorship
LearnLux is a workplace financial wellbeing platform that helps employers provide financial education and guidance to their employees. It combines digital tools with access to Certified Financial Planner professionals, offering resources such as financial check-ups, cash flow calculators, and retirement readiness models. The service is sold to employers (B2B) as a benefit they can offer to their workforce, with employees receiving personalized guidance. Unlike some platforms that rely only on digital content, LearnLux blends self-service tools with human advice to address a range of personal finance topics and tailor support to individual needs. The company’s goal is to improve financial literacy and reduce financial stress among employees by helping them understand their options and make informed decisions.
About LearnLux
Industries
Enterprise Software
Fintech
Financial Services
Education
Company Size
51-200
Company Stage
Early VC
Total Funding
$28.8M
Headquarters
Boston, Massachusetts
Founded
2014
Simplify's Take
What believers are saying
- Sorenson Capital invested $5M; Crosslink led $10M Series A for expansion.
- Messer partnership spiked engagement via comprehensive benefits communication plan.
- 2026 report shows 9-in-10 employees face financial stress, boosting demand.
What critics are saying
- BrightDime's AI coaching erodes market share with lower-cost advice in 6-12 months.
- Fidelity bundles free tools and CFP access into 401(k) plans, capturing clients in 12-18 months.
- Executive Order 14173 triggers employer DEI rollbacks, harming scholarship program now.
What makes LearnLux unique
- LearnLux combines digital tools with Certified Financial Planner professionals for personalized guidance.
- B2B platform offers employers financial check-ups, cash flow calculators, and retirement models.
- CFP® Opportunity Scholarship supports underrepresented individuals earning CFP certification annually.
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Funding
Total Funding
$28.8M
Above
Industry Average
Funded Over
5 Rounds
Benefits
Remote Work Options
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Mental Health Support
Company Equity
Paid Vacation
Paid Sick Leave
Sabbatical Leave
Growth & Insights and Company News
6 month growth
↑ 3%1 year growth
↑ 3%2 year growth
↓ -3%LearnLux, a leader in workplace financial wellbeing, has been named one of the Top 25 Work Tech Vendors in the 2024 Inspiring Workplaces Work Tech Awards.
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Sorenson Capital has invested $5M in LearnLux, a financial wellness platform for employees. LearnLux partners with enterprises to provide financial guidance through Certified Financial Planner™ professionals and money management tools. The platform aims to improve employee financial health, productivity, and retention. A survey found that 85% of financially healthy employees are more productive, and employees are 51% more likely to stay with their organization when offered financial wellbeing benefits.
The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.
Engagement spiked when Messer partnered with LearnLux to create a comprehensive benefits communication plan and rolled out the digital + human program to meet employees where they are.
LearnLux is Hiring for 9 Jobs on Simplify!
Find jobs on Simplify and start your career today
About LearnLux
Industries
Enterprise Software
Fintech
Financial Services
Education
Company Size
51-200
Company Stage
Early VC
Total Funding
$28.8M
Headquarters
Boston, Massachusetts
Founded
2014
LearnLux is Hiring for 9 Jobs on Simplify!
Find jobs on Simplify and start your career today