About Gradvisor
Gradvisor is a Technology company based in Miami (United States) founded in 2015, and was acquired by Betterment in February 2022. It operates as an employer-enabled savings management platform for education. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Savings Platforms. Its competitors include Backer, UNest, EarlyBird, SavvyFi and GoSave and 3 more; 6 of its 8 listed competitors have raised funding.
Company details
Gradvisor was founded in 2015 in Miami, United States, and operates in the fintech sector focused on education savings. Companies across the US are assisted in establishing 529 plans for employees via a turnkey solution that includes straightforward integration. An online portal is provided for personalized employee advice, with saving goals calculated based on college costs, scholarships, and related factors. Investments are monitored through the same platform.
- Headquarters Miami, United States
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Website gradvisor.com
- Social LinkedIn X Facebook
- Acquired by Betterment (Feb 2022)
- Investors
- Acquired byBetterment
(Feb 2022)
Investors in Gradvisor
Gradvisor has secured backing from 1 investor. Prominent investors backing the company include Betterment.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
App-based automated investment and retirement planning platform | 2010 | betterment.com | New York, United States |
Investor details for Gradvisor
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People of Gradvisor
261 people are tracked at Gradvisor (68 in leadership, 5 in board & advisors, 188 in team).
| Name | Role | Group |
|---|---|---|
Sarah Kirshbaum Levy | CEO | Leadership |
Mike Reust | President | Leadership |
Liane Pierce | VP, Client Experience | Leadership |
Peter Lorimer | CFO | Leadership |
Kevin Becker-Torres | Director of IT | Leadership |
Sheyla Corcino | Director, Acqusition Marketing | Leadership |
Johanna Richardson | Chief Product Officer | Leadership |
Evol Greaves | VP, Engineering | Leadership |
Veronica Mendoza | VP, Growth Marketing | Leadership |
Kim Rosenblum | Chief Marketing Officer | Leadership |
Kumud Sharma | Chief People Officer | Leadership |
Katharine Sargent | Director of Communications | Leadership |
Eric Bronnenkant | Head of Tax | Leadership |
Allie Armstrong | Vp, Brand Creative | Leadership |
Hillary Reeves | Director of B2B Marketing | Leadership |
Lauren Yee | Senior Director Of CRM & Email Marketing | Leadership |
Matthew Prager | Senior Director, Performance And Brand Marketing | Leadership |
Megan Fitzgerald | Director of Legal | Leadership |
Joni Pepin | Head of Internal Engineering | Leadership |
Amanda Miller | Director Of Product Design | Leadership |
241 more people are available in the full profile.
Complete people profiles for Gradvisor
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Gradvisor
2 dated milestones of Gradvisor across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Gradvisor is founded.
- Exit Acquired by Betterment.
Competitors of Gradvisor
Gradvisor has 8 listed competitors in our database, 6 of them funded. They include Backer, UNest, EarlyBird, SavvyFi and GoSave, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| backer.com | 2015 | San Francisco, United States | $18.03M | 11 | College savings plans are managed via an online platform. | |
| unest.co | 2018 | North Hollywood, United States | $37M | – | Children's future savings are enabled via an app-based platform. | |
| getearlybird.io | 2019 | Brooklyn, United States | $13.84M | – | Goal-based savings and investments for children's futures are facilitated online. | |
| savvyfi.co | 2017 | Franklin, United States | $5.72M | – | Goal-based savings plans for children's college education are provided. | |
| gosavehq.com | 2018 | Santa Monica, United States | $120,000 | – | A digital platform for children's goal-based savings is offered. | |
| quatromoney.com | 2019 | Springfield, United States | – | – | A savings platform is offered for children's education funding. | |
| halfmore.co | 2023 | Palo Alto, United States | $1.15M | – | Fintech platform utilized for family savings and child earnings. | |
| littlefund.co | 2016 | San Francisco, United States | – | – | Budgeting and saving account for children. |
Detailed competitors of Gradvisor
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Gradvisor (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Gradvisor
Complete news archive for Gradvisor
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Frequently Asked Questions about Gradvisor
Gradvisor was founded in 2015.
Gradvisor is headquartered in Miami, United States. It is registered at Miami, Florida, United States.
Gradvisor was founded in 2015 in Miami, United States, and operates in the fintech sector focused on education savings. Companies across the US are assisted in establishing 529 plans for employees via a turnkey solution that includes straightforward integration. An online portal is provided for personalized employee advice, with saving goals calculated based on college costs, scholarships, and related factors. Investments are monitored through the same platform.
Gradvisor has 1 investor. Key investors include Betterment.
Yes. Gradvisor was acquired by Betterment in February 2022.