Total Funding
32
2
Total FundingSeries D raised
Growth Score 32 in past quarter
-4 pts
Heat Score 2 in past quarter
-5 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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LearnVest is a program that makes financial planning affordable, accessible, and even delightful.
Josef Pfeiffer: VP ProductPast Role: Gravity, VP Product + Business Development
About the Company
LearnVest offers a range of personal financial planning services and resources. The company’s mobile application, available for iPhone and iPad devices, enables users to get holistic views of their financial life and network; manage and track their expenses by classifying transactions into categories such as bills, personal care, groceries, and so
on; build custom budgets, access informative articles on an online dashboard securely link their accounts; and add cash transactions on the go. With a setup charge and a monthly fee, it also allows consumers to have access to financial planners.
Acquired by Northwestern Mutual, LearnVest was founded in 2009 and based in New York, United States.
Women Founded