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LearnVest

LearnVest

LearnVest is a Northwestern Mutual program acquisition that aims to make financial planning more accessible.

OverviewStructured DataIssuesContributors

Contents

learnvest.com
Is a
Company
Company
Organization
Organization

Company attributes

Industry
Software
Software
‌
Planning
Personal finance
Personal finance
Finance
Finance
Technology
Technology
Financial technology
Financial technology
Location
New York City
New York City
New York
New York
B2X
B2C
B2C
CEO
Hrishi Dixit
Hrishi Dixit
Alexa von Tobel
Alexa von Tobel
Founder
Alexa von Tobel
Alexa von Tobel
‌
John Gardner
AngelList URL
angel.co/learnvest
Legal Name
LearnVest, Inc.
Parent Organization
Northwestern Mutual
Northwestern Mutual
Number of Employees (Ranges)
201 – 5000
Full Address
113 University Place 5th Floor New York, NY 10003
Investors
American Express
American Express
‌
Rose Tech Ventures
Northwestern Mutual
Northwestern Mutual
American Express Ventures
American Express Ventures
Claritas Capital
Claritas Capital
The Accel Partners
The Accel Partners
Founded Date
2010
0
Total Funding Amount (USD)
69,030,000
Latest Funding Round Date
April 15, 2014
Competitors
Tuition.io
Tuition.io
Mizuho Financial Group
Mizuho Financial Group
‌
ChoreMonster
YNAB
YNAB
Mint
Mint
Jemstep
Jemstep
Personal Capital
Personal Capital
DailyWorth
DailyWorth
...
Business Model
Subscription
Glassdoor ID
498932
Latest Funding Type
Series D
Series D
Latest Postmoney Valuation
69,000,000
Wellfound ID
learnvest
Headquarters
New York City
New York City

Other attributes

Blog
alexavontobel.wordpress.com
Company Operating Status
Active
Wikidata ID
Q6510024
Overview

LearnVest is a Northwestern Mutual program acquisition that aims to make financial planning more accessible. The original company was founded in 2009 by Alexa von Tobel and was headquartered in New York before being acquired by Northwestern Mutual in 2015.

Services

The platform had multiple services aimed at helping consumers manage their money and improve their finance management behavior. LearnVest offered their platform tools via web application and an iOS store app.

Money Center Tool

The Money Center tool allowed users to track spending, visualize their budgets, and set financial goals. The built-in budgeting system also had goal tracking and showed users' trends and analysis related to their spending habits. A live view of users' accounts let customers share their dashboard with a LearnVest financial planner.

LearnVest Planning

LearnVest Planning was a subsidiary of LearnVest, which employed Certified Financial Partners to offer portfolio management and recommendations and general investing advice for users.

Funding and acquisitions

LearnVest was acquired by Northwestern Mutual in 2015 for a reported sum of USD$250 million. The program was discontinued in May 2018, and founder Alexa von Tobel left the company in January 2019.

Prior to acquisition, LearnVest went through multiple funding rounds, starting with a $1.1 million round in 2009. Accel was the main investor for the financial planning platform, leading LearnVest's Series A, B, C and D funding rounds.

Timeline

No Timeline data yet.

Funding Rounds

Products

Acquisitions

SBIR/STTR Awards

Patents

Further Resources

Title
Author
Link
Type
Date
No Further Resources data yet.

References

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