LearnVest.com

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LearnVest Inc.
Type Private
Industry Personal finance, Software
Founded 2009
Founder(s) Alexa Von Tobel
Headquarters New York, New York, USA
Area served United States
Revenue N/A
Website LearnVest.com

LearnVest is a financial planning company founded by CEO Alexa Von Tobel. LearnVest was selected as a TechCrunch50 2009 Company and debuted at the TechCrunch50 conference in San Francisco. LearnVest's headquarters are in New York City and they have an Expert Hub in Phoenix.[1] The LearnVest Program focuses on behavior change and “takes you from cutting expenses to budgeting for goals to investing your money.”[2] Clients work with LearnVest Planners to make progress on their money.[3] There are “three tiers of access to financial plans”[4] The LearnVest Program was featured in von Tobel’s New York Times Bestseller, Financially Fearless.[5]

Services[edit]

The Money Center Tool[edit]

The Money Center is an online tool that lets users track their spending, visualize their budgets and financial goals.[6] In addition to the built-in budgeting system, full goal tracking, full trends and analysis, and a financial inbox, Money Center allows live co-viewing of user’s account and dashboard between the user and his or her LearnVest financial planner.[7]

LearnVest Planning[edit]

LearnVest Planning, a subsidiary of LearnVest Inc., is a Registered Investment Advisor through which LearnVest employs Certified Financial Planners nationwide.[8] As a registered SEC financial advisor, LearnVest is able to offer portfolio recommendations and general investment advice.

iPhone and iPad Apps[edit]

LearnVest released free iPhone and iPad apps that help users track their spending and their financial goals. The LearnVest app was featured as an iTunes App Store New & Noteworthy pick.[9]

Investment and Finances[edit]

LearnVest raised a $4.5 million Series A round,[10] a $19 million Series B round,[11] a $16.5 million Series C round, and a $28 million Series D round.[12]

Investors include Accel Partners, Northwestern Mutual, American Express Ventures, Claritas Capital, Ed Mathias of The Carlyle Group, and Todd Ruppert of T. Rowe Price.[13][14]

Events[edit]

The company hosted its first live event, LearnVest LIVE, in New York City in October 2012, featuring lectures by fashion designer Cynthia Rowley, Cosmo editor and Project Runway mentor Joanna Coles, Top Chef judge Gail Simmons and Gilt Groupe cofounder Alexandra Wilkis Wilson.[15] LearnVest has since held LIVE events in Los Angeles, Boston and San Francisco.[16][17][18] In 2014, LearnVest CEO Alexa von Tobel kicked off a 20-city book tour for Financially Fearless.[19] The book tour focused on going across the country to help people make progress on their money.[20]

Press and Awards[edit]

  • TechCrunch50 2009[21]
  • Forbes's Top 100 Websites for Women[22]
  • Business Insider's Digital 100 List[23]
  • Time Magazine's annual list of 50 Best Websites[24]
  • FinovateFall Best of Show 2011, 2012, 2013[25]
  • Most Influential Content 2014[26]

References[edit]

  1. ^ http://www.businessinsider.com/learnvest-raises-165-million-2013-7
  2. ^ http://techcrunch.com/2014/04/15/personalized-financial-planning-service-learnvest-raises-28m-from-northwestern-mutual-capital/
  3. ^ https://www.putnam.com/about-putnam/press-releases/putnam-provide-401k-participant-access-wellness-services.jsp
  4. ^ http://www.nytimes.com/2012/01/14/your-money/financial-advice-for-those-with-hummingbird-nest-eggs.html?_r=0
  5. ^ http://blogs.denverpost.com/personalinterest/2014/01/27/financially-fearless-book-alexa-von-tobel/2774/
  6. ^ Hardawar, Devindra (11 September 2012). "Financial planning for all: LearnVest gets its biggest update yet". Venture Beat. 
  7. ^ Perez, Sarah (11 September 2012). "It’s Not Just For Women Anymore: LearnVest Brings Financial – And Now Investment – Planning To Everyone". TechCrunch. 
  8. ^ Carrns, Ann (11 September 2012). "LearnVest Dips Its Toes Into Investment Advice". The New York Times. 
  9. ^ iTunes App Store (2012). "LearnVest". Apple. 
  10. ^ Miller, Claire Cain (1 April 2010). "Accel Invests in Personal Finance Site for Women". New York Times. 
  11. ^ Rao, Leena (12 July 2011). "Accel And Others Put 19M In Female-Focused Personal Finance Guide LearnVest". TechCrunch. 
  12. ^ http://techcrunch.com/2014/04/15/personalized-financial-planning-service-learnvest-raises-28m-from-northwestern-mutual-capital/
  13. ^ http://techcrunch.com/2014/04/15/personalized-financial-planning-service-learnvest-raises-28m-from-northwestern-mutual-capital/
  14. ^ Casserly, Meghan (26 July 2013). "LearnVest Planning's $16.5 Million Cash Infusion". Forbes. 
  15. ^ PERSONAL FINANCE. "Announcing: LearnVest LIVE, an Inspiring Evening of Lifestyle and Money Advice". Fox Business. 
  16. ^ http://guestofaguest.com/new-york/calendar/2013/october/learnvest-live-a-night-to-be-financially-fearless
  17. ^ https://circles.leanin.org/spaces/28605/collections/10495/posts/329932
  18. ^ http://finovate.com/2014/01/learnvest-inspired-book-financially-fearless-tops-charts-as-best-seller.html
  19. ^ http://lifehacker.com/im-alexa-von-tobel-founder-of-learnvest-and-this-is-1501893209
  20. ^ http://lifehacker.com/im-alexa-von-tobel-founder-of-learnvest-and-this-is-1501893209
  21. ^ Perez, Sarah (11 September 2012). "It’s Not Just For Women Anymore: LearnVest Brings Financial – And Now Investment – Planning To Everyone". TechCrunch. 
  22. ^ Casserly, Meghan (20 June 2012). "Top 100 Websites for Women 2012". Venture Beat. 
  23. ^ Shontell, Alyson (21 September 2011). "2011 Digital 100: The complete list 1-100". Business Insider. 
  24. ^ McCracken, Harry (16 August 2011). "50 Websites That Make the Web Great". Time. 
  25. ^ "Recently in LearnVest Category". 
  26. ^ http://blog.influenceandco.com/were-proud-to-announce-influence-cos-3rd-annual-mvp-awards

External links[edit]