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VC-funded Company:


LearnVest
113 University Place, 5th floor
New York, NY 10003
Phone: 212-675-6711
http://www.learnvest.com

LearnVest is an award-winning personal finance platform, which through its subsidiary, LearnVest Planning, provides high-quality, fee-based financial advisory services. LearnVest Planning, a registered investment adviser, is redefining the traditional financial planning market with a dynamic, technology-enabled service'the Action Program. The 7-Step Action Program gives clients nationwide access to unbiased financial advice, straight from Certified Financial Planners„˘. These financial experts offer dedicated support and custom-tailored Challenges to help clients make real progress on their money. In addition, LearnVest Inc. offers a best-in-class Money Center app and accessible content.

Key Contact
NameTitleE-Mail
Alexa von TobelCEOalexa@learnvest.com


Funding Events
DateAmountTypeInvestors
07/26/13$16,500,000 American Express Ventures
Claritas Capital
Ed Mathias
Todd Ruppert
04/15/14$28,000,000 Northwestern Mutual Capital
 
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