Gradvisor

Miami, United States Founded: 2015 • Age: 11 yrs Acquired By Betterment
Employer-enabled savings management platform for education
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About Gradvisor

Gradvisor is a company based in Miami (United States) founded in 2015 was acquired by Betterment in February 2022.. Gradvisor operates in a competitive market with competitors including Backer, UNest, EarlyBird, SavvyFi and GoSave, among others.

  • Headquarter Miami, United States
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Betterment

    (Feb 23, 2022)

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People of Gradvisor
Headcount 200-500
Employee Profiles 256
Board Members and Advisors 5
Employee Profiles
People
Rabel Marte
Senior Software Engineer
People
Sarah Kirshbaum Levy
CEO
People
Eric Garzone
Firm Operations Associate
People
Kenny R.
Manager, Strategic Business Development Representatives

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Board Members and Advisors
people
Rob Stavis
Board Member
people
Jon Stein
Chairman
people
Phillip Riese
Board Member
people
Saman Majd
Board Member

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Funding Insights of Gradvisor

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Gradvisor

Gradvisor has secured backing from 1 investor. Prominent investors backing the company include Betterment. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
App-based automated investment and retirement planning platform
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Gradvisor

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Gradvisor

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Gradvisor Comparisons

Employees
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Competitors of Gradvisor

Gradvisor operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Backer, UNest, EarlyBird, SavvyFi and GoSave, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
College savings plans are managed via an online platform.
domain founded_year HQ Location
Children's future savings are enabled via an app-based platform.
domain founded_year HQ Location
Goal-based savings and investments for children's futures are facilitated online.
domain founded_year HQ Location
Goal-based savings plans for children's college education are provided.
domain founded_year HQ Location
A digital platform for children's goal-based savings is offered.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Gradvisor

Frequently Asked Questions about Gradvisor

When was Gradvisor founded?

Gradvisor was founded in 2015.

Where is Gradvisor located?

Gradvisor is headquartered in Miami, United States. It is registered at Miami, Florida, United States.

What does Gradvisor do?

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.

Who are the top competitors of Gradvisor?

Gradvisor's top competitors include Backer, EarlyBird and UNest.

Who are Gradvisor's investors?

Gradvisor has 1 investor. Key investors include Betterment.

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