Gradvisor

Miami, United States Founded: 2015 • Age: 11 yrs Acquired By Betterment
Employer-enabled savings management platform for education
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors 9 Brand Intelligence

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
    Locked
  • Phone
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  • Website
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  • Social
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • 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

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Detailed funding history for Gradvisor

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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  • Funding amounts
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  • Valuation history

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Investors in Gradvisor

Gradvisor has secured backing from 1 investor. Prominent investors backing the company include Betterment.

All
Investor Description Founded Year Domain Location
App-based automated investment and retirement planning platform
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Investor details for Gradvisor

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  • Investor domains
  • Investor locations
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  • Participation history

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Investments & Acquisitions by Gradvisor

Investments
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Investment portfolio details for Gradvisor

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
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Financial Statements - Gradvisor

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Detailed financials for Gradvisor

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  • Historical revenue
  • Profit trends
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Gradvisor Comparisons

Gradvisor Primary company
Description
Employer-enabled savings management platform for education
Location
Miami, United States
Founded Year
2015
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Gradvisor

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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.

Company Name Domain Founded year HQ Location Description
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College savings plans are managed via an online platform.
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Children's future savings are enabled via an app-based platform.
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Goal-based savings and investments for children's futures are facilitated online.
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Goal-based savings plans for children's college education are provided.
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A digital platform for children's goal-based savings is offered.
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Detailed competitors of Gradvisor

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  • Domains and locations
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Latest news on Gradvisor

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Complete news archive for Gradvisor

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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's top competitors include Backer, EarlyBird and UNest.

Gradvisor has 1 investor. Key investors include Betterment.

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