About Learnvest
Learnvest is a company based in New York (United States) founded in 2009 was acquired by Northwestern Mutual in March 2015.. 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 as of December 31, 2022. Learnvest offers products and services including Financial Advice Articles and Budgeting Resources. Learnvest operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Pocketnest and Capitalize, among others.
- Headquarter New York, United States
- Employees 148 as on 31 Dec, 2022
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Learnvest, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$85.75 M (USD)
in 6 rounds
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Latest Funding Round
$28 M (USD), Series D
Apr 15, 2014
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Investors
Northwestern Mutual
& 6 more
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Employee Count
148
as on Dec 31, 2022
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Acquired by
Northwestern Mutual
(Mar 25, 2015)
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Products & Services of Learnvest
Learnvest offers a comprehensive portfolio of products and services, including Financial Advice Articles and Budgeting Resources. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides online content on personal finance topics like saving and debt
Offers tips and strategies for effective money management
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Leadership Team
143 people
Software Development Team
134 people
Finance and Accounting
74 people
Data Analysis and Operations Team
37 people
Product Management Team
31 people
Sales and Marketing
29 people
Operations Team
27 people
Legal and Compliance
17 people
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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 Total Funding
- Total Rounds 6
- Last Round Series D — $28.0M
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First Round
First Round
(23 Nov 2009)
- Investors Count 7
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr, 2014 | Amount | Series D - Learnvest | Valuation | Northwestern Mutual | |
| Dec, 2013 | Amount | Series C - Learnvest | Valuation | Claritas Capital , American Express Ventures | |
| Jan, 2013 | Amount | Series B - Learnvest | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. 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.
| Investor | Description | Founded Year | Domain | Location |
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Accel is recognized as a leading venture capital firm.
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Founded Year | Domain | Location | |
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Venture capital investments are directed toward multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is provided to early-stage real estate projects.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Learnvest
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Learnvest
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Learnvest Comparisons
Competitors of Learnvest
Learnvest 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 The Tifin Group, Ascensus, Farther, Pocketnest and Capitalize, 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 |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| domain | founded_year | HQ Location |
Financial planning and advisory platform
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Learnvest
Frequently Asked Questions about Learnvest
When was Learnvest founded?
Learnvest was founded in 2009.
Where is Learnvest located?
Learnvest is headquartered in New York, United States. It is registered at New York, New York, United States.
Is Learnvest a funded company?
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 Series B of $14M, raised on Nov 23, 2009.
How many employees does Learnvest have?
As of Dec 31, 2022, the latest employee count at Learnvest is 148.
What does Learnvest do?
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.
Who are the top competitors of Learnvest?
Learnvest's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does Learnvest offer?
Learnvest offers Financial Advice Articles and Budgeting Resources.
Who are Learnvest's investors?
Learnvest has 7 investors. Key investors include Northwestern Mutual, Accel, American Express Ventures, Claritas Capital, and Richmond Global.
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