HUB FinPath Financial Wellness AI Platform

HUB FinPath

Empower your workforce with 1-on-1 coaching and smarter financial wellness tools.

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The journey to financial wellness begins here

A study conducted by the American Psychological Association reveals that 70% of employees experience financial stress in the workplace, leading to increased absenteeism, higher turnover rates and overall poorer health. The cause of financial stress can be different for each employee.

At HUB, we work with organizations of all sizes to provide employees with personal financial coaching and practical money tools through HUB FinPath.

HUB FinPath is a modern financial wellness platform built to help employees reduce stress, make informed financial decisions and stay on track toward their goals. Now enhanced with AI-powered features, HUB FinPath dynamically adapts to each employee’s financial journey — helping them manage everything from benefits enrollment and budgeting to retirement planning and debt reduction.

Watch how HUB FinPath can transform lives

See for yourself how HUB FinPath can help your employees take control of their finances.

How it works

HUB FinPath is an AI-enhanced financial wellness platform built to help employees reduce stress, make informed decisions and stay on track toward their goals. With real-time insights and direct access to certified financial coaches, HUB FinPath gives employees the tools and confidence to take control of their financial futures.

Unlimited 1:1 Coaching

HUB FinPath Courses

Financial Health Tools

HUB FinPath
Perks

Financial coaching and support network

What truly sets HUB FinPath apart is our extensive network of certified financial wellness coaches. Your employees get personalized, unbiased guidance from specialists who can help jumpstart their path to wellness. Our coaches are not commission-based, so their advice is always focused on each participant’s success.

We offer a flexible, modern approach to financial wellness. Your employees can connect with a coach by phone, video chat or in person, ensuring that professional advice is always accessible.

Financial health tools

HUB FinPath delivers a comprehensive suite of online tools designed to help employees actively manage their personal finances and make measurable progress toward their goals. By guiding them to build emergency savings, improve credit scores and reduce debt, HUB FinPath supports both individual financial wellbeing and a healthier, more focused workforce.

No matter the goal, employees can use HUB FinPath’s interactive tools to calculate how much they need to save and follow actionable steps to get there—turning intentions into achievable results.

Financial education for every level with HUB FinPath University

Whether your employees are new to personal finance or ready to take on more advanced topics, HUB FinPath offers a structured learning path that meets them where they are. Introductory 101 courses build foundational knowledge, while advanced sessions address complex topics with practical, real-world examples—making it easier for employees to make better financial decisions right away.

This year’s most popular courses include:

5 Tips to Maximize Your Paycheck
Credit is a Powerful Financial Tool – Use it to Your Advantage
Manage Your Debt or Your Debt Will Manage You
Student Loan Forgiveness

Program Perks – Incentives that drive engagement

HUB FinPath’s rewards and perks program motivates employees to take meaningful steps toward improving their financial wellbeing. Through partnerships with select providers, participants gain access to exclusive resources, services and discounts—making it easier to stay on track and see tangible results.

Current perks include:

Monthly cash drawings of $1,000 for active participants
Student loan forgiveness evaluations
Identity protection and credit monitoring discounts
Debt consolidation and emergency loan options
Nonprofit referral services for additional support
More coming soon

A turnkey experience designed for long-term success. We understand that you need a solution that's seamless and effective. That's why HUB FinPath offers a turnkey experience tailored to meet the specific needs of your staff, ensuring flexibility and adaptability. We handle the details so you can focus on your business.

Dedicated Success Manager You’ll be assigned a Client Success Manager who is committed to your program’s long-term success. They will proactively work with you to promote program adoption and continued use to achieve your organization’s desired outcomes.

Ongoing Engagement Consistent engagement is key. Our team provides a communication system of digital and print assets to keep users engaged and deliver ongoing value. We can even assist with email campaigns, newsletters and social media efforts.

Impact Reports We provide detailed reports to help you track the success of HUB FinPath within your organization. These reports will offer high-level insights into areas where your employees are improving, allowing you to target specific opportunities and further enhance financial wellness.

Schedule a demo

Our financial wellness advisors are ready to show you how HUB FinPath can help your employees achieve their financial goals.

Book a Demo

Employee Financial Wellness Program FAQs

What is an employee financial wellness program?

An employee financial wellness program is a workplace benefit that provides coaching, tools, and education to help reduce employee financial stress. It includes resources like budgeting tools, debt support, and goal-setting—all delivered through a user-friendly employee financial education platform. These workplace financial wellness solutions give employees the confidence to make better money decisions and feel more secure in their financial future.

Why should employers invest in financial wellness programs?

Investing in financial wellness benefits for employees shows you care about their total well-being—not just their performance. These programs help reduce financial stress, build trust, and create more inclusive employee benefits that meet people where they are. As part of a broader financial wellness engagement strategy, they also help improve employee retention and create a healthier, more committed workforce.

How do financial wellness programs improve employee productivity?

By helping to reduce employee financial stress, financial wellness programs free up mental energy so employees can focus on their work. Coaching and tools offered through an employee financial education platform empower smarter financial decisions. That boost in confidence translates to sharper focus, higher morale, and ultimately helps boost employee productivity across teams.

Can financial wellness programs help reduce employee turnover?

Absolutely. Offering customizable financial wellness programs as part of your inclusive employee benefits shows a deep commitment to your people’s well-being. When employees feel supported financially, they’re more engaged and loyal. That connection helps improve employee retention—especially in today’s competitive hiring market.

What is the ROI of implementing a financial wellness program?

The ROI of financial wellness shows up in fewer absences, stronger retention, lower stress-related costs, and improved productivity. Companies that implement workplace financial wellness solutions often see tangible improvements in engagement and morale. When employees feel financially empowered, the whole organization performs better.

HUB Retirement and Private Wealth offers institutional and retirement services to for-profit and not-for-profit organizations and customized private wealth management services to individuals and families. HUB Retirement and Private Wealth employees are Registered Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisors, which may or may not be affiliated with HUB International. Insurance services are offered through HUB International, an affiliate. Consult your HUB representative for additional information about the provision of specific securities, investment advisory, and insurance services.

This material on this website was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.