LearnVest

wealthtech-retailpersonal finance management

STATUS: Acquired/Merged
FOUNDING YEAR: 2007
LOCATION: United States
Last Update: 23/02/2021

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive WhatsApp community where you can engage in discussions with global industry experts!

About

Managing your finances can be complicated and stressful. After all, your money doesn't come with a manual. And that's exactly why we're here.At LearnVest, we believe money should be a source of strength (not stress) no matter how much you have or where you're starting from. We're here to educate and empower you so you can start off right and achieve your goals whether you want to take a dream vacation, put a down payment on your first home or start planning for retirement.Helping people along their financial journey has been our mission since LearnVest was founded by Alexa von Tobel in 2009. We quickly became a disruptive player in the personal finance space through our innovative technology and ability to demystify finances. LearnVest was featured in a Forbes cover feature in 2014, and has been recognized in Time's 50 Best Websites, FinovateFalls Best of Show awards and Business Insider's Digital 100 list.

MEDICI Analysis

LearnVest was acquired by Northwestern Mutual on March 26, 2015. It is an online platform providing financial planing services that helps people to make progress on their money.

Focus

PRODUCTS & SERVICES

Financial planner & investment advice tool. It helps users to make financial planning affordable, accessible and delightful.

REVENUE MODEL

LearnVest has a dual revenue stream, composed of fee-based financial advisory services and advertising sponsorships. (one time set up fee ($299 + $19/m)

MAIN CLIENTS

American Express Ventures

Fidelity Institutional Wealth Services

EXISTING PARTNERSHIPS

The company has partnership with GirlsGuideTo

Fidelity

etc.

Traction

VALUATION / MARKET CAP:

$250 M in 2015

COMPANY TYPE:

For Profit

REVENUE

0.0 in 2013

company provided insights
Acquisitions

M&A

ACQUIRED BY

Northwestern Mutual

ANNOUNCED DATE

Mar 2015

PRICE

$250 M

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

13,224

AVERAGE VISITS (6 MONTHS)

15,814.13

MONTHLY VISITS GROWTH

-24.12%

VISIT DURATION

53

VISIT DURATION GROWTH

3.13%

PAGE VIEWS VISIT

1.44

PAGE VIEWS VISIT GROWTH

3.96%

BOUNCE RATE

68.65%

BOUNCE RATE GROWTH

2.35%

GLOBAL TRAFFIC RANK

1,396,683

MONTHLY RANK CHANGE

-176,529

MONTHLY RANK GROWTH

-11.22%

Join the exclusive global FinTech community

Be a part of the global FinTech community on WhatsApp