LearnVest is a program that makes financial planning affordable, accessible, and even delightful.
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.
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 |
Investor Name | Lead Investor | Funding Round |
---|---|---|
PKS Capital | — | Series B |