About Learnvest
Learnvest is a Technology company based in New York (United States) founded in 2009, and was acquired by Northwestern Mutual in March 2015. Personal finance management and investment advise. Learnvest has raised $85.75 million across 6 funding rounds from investors including Northwestern Mutual, Accel and American Express Ventures. The company has 148 employees. Learnvest offers products and services including Financial Advice Articles and Budgeting Resources. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is LEARNVEST, INC. Its competitors include The Tifin Group, Ascensus and Farther; 2 of its 3 listed competitors have raised funding.
Company details
LearnVest is a personal finance management software. It is an investment advisor for guiding women and men in becoming financially independent. Offers personalized financial advice via the LearnVest Advice Center, in which members can submit questions focused on their own financial situations and will receive a tailored response.
- Headquarters New York, United States
- Employees 148
- Stage Acquired
- SectorsTechnology
- Website learnvest.com
- Social LinkedIn X
- Acquired by Northwestern Mutual (Mar 2015)
- Legal Name Learnvest, Inc.
- Total Equity Funding$85.75M (USD)
in 6 rounds
- Latest Funding Round$28M (USD), Series D
Apr 2014
- InvestorsNorthwestern Mutual
& 6 more
- Employee Count148
- Acquired byNorthwestern Mutual
(Mar 2015)
Products & Services of Learnvest
Learnvest offers a comprehensive portfolio of products and services, including Financial Advice Articles and Budgeting Resources.
Provides online content on personal finance topics like saving and debt
Offers tips and strategies for effective money management
Funding Insights of Learnvest
Learnvest has successfully raised a total of $85.75M across 6 strategic funding rounds. The most recent funding activity was a Series D round of $28 million completed in April 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $85.75M
- Total Rounds 6
- Last Round Series D — $28M
- First Round $424,035
(Nov 2009)
- Investors Count 7
All 6 funding rounds of Learnvest with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2014 | $28M | Series D | – | Northwestern Mutual | |
| Dec 2013 | $19.82M | Series C | – | Claritas Capital, American Express Ventures | |
| Jan 2013 | $14M | Series B | – | – | – |
| Jul 2011 | $19M | Series B | – | PKS Capital | |
| Apr 2010 | $4.5M | Series A | – | Accel, Rose Tech Ventures | – |
| Nov 2009 | $424,035 | Seed | – | – | – |
7 investors in total: 7 institutional.
Investors in Learnvest
Learnvest has secured backing from 7 investors, including institutional and venture fund investors. Prominent investors backing the company include Northwestern Mutual, Accel and American Express Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Accel is recognized as a leading venture capital firm. | 1983 | accel.com | Palo Alto, United States | |
Venture capital investments are directed toward multiple sectors. | americanexpress.com/us/business/american-express-ventures | New York, United States | ||
Venture capital is provided to early-stage real estate projects. | claritascapital.com | Nashville, United States | ||
Venture capital fund focusing on multiple technology sectors | rglobal.com | New York, United States | ||
Early stage investment fund is managed for innovative ventures. | 2008 | rose.vc | New York City, United States | |
Seed, early, late-stage VC investments in US tech are made. | pkscapital.com | New York, United States | ||
Northwestern Mutual is engaged in financial planning and insurance services. | 1857 | northwesternmutual.com | Milwaukee, United States |
Investor details for Learnvest
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Learnvest
569 people are tracked at Learnvest (338 in leadership, 11 in board & advisors, 220 in team); the tracked headcount is 148.
| Name | Role | Group |
|---|---|---|
Timothy J. Gerend | Chairman, President, & CEO | Leadership |
Darcy Carson | Director Of Market Development | Leadership |
Stefan Brecher | Field Director | Leadership |
Jack Ramsey | Growth And Development Director | Leadership |
Brett Truelove | Assistant Director Analytics Engineering | Leadership |
Julie Miller Penley | Director Of Market Growth & Development | Leadership |
Pat Olsen Sr. | Growth And Development Director | Leadership |
Patricia Cabral | Senior Director Of Software Engineering | Leadership |
Shawn Mackey | Managing Director | Leadership |
Brian Topping | Chief Operating Officer | Leadership |
Brittany Whitman | Vice President, Sr. HR Business Partner | Leadership |
Erika Luckow | Vice President - Field Leader Development & Standards | Leadership |
Dansen Mayhay | Director Of Investment Operations | Leadership |
Tina Hoag | Financial Advisor & District Director | Leadership |
Elizabeth Wolf | Chief Marketing Officer | Washington DC Office | Leadership |
Nilesh Gada Mba | Vice President | Leadership |
Collette Pleva | Senior Director, Pmo, Business Planning & Operations, Data Science And Analytics | Leadership |
Taggart Bailey | Director Of Insurance Services | Leadership |
Alaka Mishal | Head Of Investments Technology | Leadership |
Paula Asen | Director Client Experience Strategy Program | Leadership |
549 more people are available in the full profile.
Complete people profiles for Learnvest
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Learnvest
4 dated milestones of Learnvest across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Learnvest is founded.
- Funding First funding round of $424K.
- Funding Latest funding round, Series D, of $28.0M.
- Exit Acquired by Northwestern Mutual.
Competitors of Learnvest
Learnvest has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of Learnvest
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Learnvest
The website of Learnvest (learnvest.com) receives about 3.2K visits a month.
- Monthly visits3.2K
▼ 11.9% vs previous month
Websites whose visitors overlap most with Learnvest. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| mint.com | 100% | 22.2K | #1,462,133 | View details | |
dailyworth.com | dailyworth.com | 86% | – | ||
tentiltwo.com | tentiltwo.com | 84% | – | ||
moneycrashers.com | moneycrashers.com | 79% | #479,356 | – | |
financialplan.about.com | financialplan.about.com | 77% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 17 similar websites and full traffic analytics for Learnvest
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 17 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Learnvest (Investment & Financial Technology) in United States, 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 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Learnvest
Complete news archive for Learnvest
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- Older coverage
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Frequently Asked Questions about Learnvest
Learnvest was founded in 2009.
Learnvest is headquartered in New York, United States. It is registered at New York, New York, United States.
Learnvest is a funded company, having raised a total of $85.75M across 6 funding rounds to date. The company's 1st funding round was a Seed of $424.04K, raised on Nov 2009.
Learnvest has 148 employees.
LearnVest is a personal finance management software. It is an investment advisor for guiding women and men in becoming financially independent. Offers personalized financial advice via the LearnVest Advice Center, in which members can submit questions focused on their own financial situations and will receive a tailored response.
Learnvest's top competitors include The Tifin Group, Ascensus and Farther.
Learnvest offers Financial Advice Articles and Budgeting Resources.
Learnvest has 7 investors. Key investors include Northwestern Mutual, Accel, American Express Ventures, Claritas Capital, and Richmond Global.
Learnvest operates through Learnvest, Inc..
Yes. Learnvest was acquired by Northwestern Mutual in March 2015.