FinPath by HUB Financial Wellness AI Platform

FinPath by HUB

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 FinPath by HUB.

FinPath by HUB 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, FinPath by HUB 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 FinPath by HUB can transform lives

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

What We Provide

At FinPath, we put you first

FinPath Courses Participate in financial education courses led by our instructors.

Financial Coaching Financial wellness is a journey. Your coach will see you through it.

Digital Money Assistant Powered by FinPath Intelligence, get answers to financial questions.

Financial coaching and support network

Truly setting FinPath apart from other programs is to a large network of Wellness Coaches ready to help users navigate their financial journey. Wellness Coaches do not work on commission and are completely unbiased — they are simply there to help. Sometimes it’s more convenient to speak with a real person who can explain things in a way that a video or learning module can’t.

Step up your money skills with FinPath University

Courses are for everyone, no matter what sort of prior finance knowledge you have. Start with beginner 101 courses and move your way up the ladder with more complex topics. We break down complex financial topics using everyday situations. Popular courses this year:

Debt Collection: Know Your Rights
Student Loan Repayment: Keep Your Cashflow in Your Pocket
Tax Tips: File Like The Pros
Car Buying: Know Before You Go

Take action and track your progress with powerful financial wellness tools

The days of Googling financial questions are over. Powered by FinPath Intelligence, you can ask your digital assistant any financial or workplace benefits question at any time and get professional, instant guidance that’s unique to your financial situation and priorities.

Paycheck Analyzer — Identify areas to improve your budget, save more, or invest in accounts like retirement.
Connect Accounts — View checking, savings, retirement, and investment accounts all in one secure, convenient spot.
Benefits Guidance — Navigate your employer benefits with ease 24/7 to make sure you aren’t missing out on a single perk – or dollar!
Personalized Insights — The digital assistant provides actionable and scalable steps for real progress toward your unique goals.

A turnkey experience designed for long-term success. We understand that you need a solution that's seamless and effective. That's why FinPath by HUB 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 FinPath by HUB 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 FinPath by HUB can help your employees achieve their financial goals.

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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.