LearnVest

company

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

Number of Funding Rounds
Total Funding Amount
2
$20.10M
LearnVest has raised a total of $20.10M in funding over 2 rounds. Their latest funding was raised on Jul 12, 2011 from a Series B round.
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

Number of Lead Investors
Number of Investors
1
LearnVest is funded by 1 investors. PKS Capital are the most recent investors.
Investor Name Lead Investor Funding Round
PKS Capital Series B