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
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- Legal Name Learnvest, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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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.
Provides online content on personal finance topics like saving and debt
Offers tips and strategies for effective money management
People of Learnvest
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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.
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.
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Accel is recognized as a leading venture capital firm.
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Venture capital investments are directed toward multiple sectors.
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Venture capital is provided to early-stage real estate projects.
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Investor details for Learnvest
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Learnvest
Investment portfolio details for Learnvest
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- Portfolio identities
- Transaction dates
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Financial Statements - Learnvest
Detailed financials for Learnvest
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- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
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Learnvest Comparisons
Peer comparison for Learnvest
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- Headcount comparison
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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App-based financial planning and management platform for individuals
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An app-based platform is provided for individual wealth management.
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Financial planning and advisory platform
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Detailed competitors of Learnvest
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Latest news on Learnvest
Complete news archive for Learnvest
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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.
As of Dec 31, 2022, the latest employee count at Learnvest is 148.
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.