LearnVest

LearnVest (Acquired/Merged)

  • FOUNDING YEAR: 2007
    LOCATION:
    United States
    REGION:
    New York
    Last Update:
    27 Dec, 2019
    Phone:
    +1 866-413-7883

Description

FOCUS

PRODUCTS & SERVICES:
Financial planner & investment advice tool. It helps users to make financial planning affordable, accessible and delightful.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
American Express Ventures, Fidelity Institutional Wealth Services
EXISTING PARTNERSHIPS:
The company has partnership with GirlsGuideTo, Fidelity, etc.

PEOPLE

FOUNDERS:
Alexa von Tobel
Board Members and Advisors:
Susan Lyne, Todd Ruppert, Theresia Gouw, Greg Coleman
NUMBER OF EMPLOYEES:
51-200
INVESTORS:
Northwestern Mutual,Accel Partners,American Express Ventures,Conversion Capital,American Express

TRACTION

VALUATION / MARKET CAP:
$250 MM in 2015
REVENUE:
-

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$69.03 Millions
SEED & PRIOR FUNDING:
$1.1 Millions
SEED CLOSED ON:
Aug 2009
FUNDING SERIES:
SERIES A
$4.43 Millions Closed: Apr 2010
SERIES B
$19 Million Closed: Jul 2011
SERIES C
$16.5 Millions Closed: Jul 2013
SERIES D
$28 Millions Closed: Apr 2014
LISTED:
NO

MOST VIEWED RESEARCH


RECENT RESEARCH