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LearnVest
About
LearnVest is a program that makes financial planning affordable, accessible, and even delightful.
- 51 - 100
Details
- Last Funding Type
- Series B
- Last Funding Money Raised
- $19M
- Industries
- Financial Services,FinTech,Personal Finance,Service Industry
- Founded date
- May 1, 2007
- Number Of Employee
- 51 - 100
- Operating Status
- Active
LearnVest offers a range of personal financial planning services and resources. The company’s mobile application, available for iPhone and iPad devices, enables users to get holistic views of their financial life and network; manage and track their expenses by classifying transactions into categories such as bills, personal care, groceries, and so on; build custom budgets, access informative articles on an online dashboard securely link their accounts; and add cash transactions on the go. With a setup charge and a monthly fee, it also allows consumers to have access to financial planners. Acquired by Northwestern Mutual, LearnVest was founded in 2009 and based in New York, United States.
Funding Rounds
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Jul 12, 2011 | Series B | $19M | 1 | — | — | Detail |
| Aug 31, 2009 | Seed | $1.10M | 1 | — | — | Detail |
Investors
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
PKS Capital
|
— | Series B |
