LearnVest Raises $28M to Democratize Financial Planning
LearnVest, the innovative financial planning platform, has secured \(28 million in Series D funding led by Northwestern Mutual Capital, with participation from Accel Partners. This latest investment brings the company's total funding to over \)72 million, signaling strong market confidence in its mission to make professional financial guidance accessible.
From Women-Focused Startup to Full-Service Financial Advisor
Founded in 2009 by Alexa von Tobel, LearnVest initially launched as a financial education platform for women at TechCrunch50. The company has since evolved into a comprehensive digital financial advisor serving all demographics. In 2012, LearnVest obtained its investment advisor registration, marking its transition to a full-service financial planning provider.
The LearnVest Approach: Personalized Financial Guidance
The platform’s core offering is its LearnVest Action Program, a seven-step financial roadmap that helps users:
- Reduce unnecessary expenses
- Create sustainable budgets
- Develop investment strategies
- Plan for long-term financial goals
All members work directly with certified financial planners who complete specialized LearnVest training. These advisors provide tailored guidance based on each client’s unique financial situation and objectives.
Affordable Financial Planning for Everyday Americans
LearnVest offers tiered pricing to accommodate different financial needs:
- Basic Budget Plan: $89
- Five-Year Financial Plan: $299
- Portfolio Builder: $399
“Traditional financial services often overlook fundamental planning while focusing solely on investments,” explains von Tobel. “With the average American carrying \(9,000 in credit card debt and less than \)1,000 in emergency savings, our mission is to empower the 99% to take control of their finances.”
Differentiating Through Technology and Personalization
LearnVest sets itself apart through:
- One-on-one financial coaching
- Data-driven personalization (recently hiring a Netflix analytics executive)
- Customized digital experience
The company plans to allocate its new funding toward expanding its Arizona-based Expert Hub and scaling its LearnVest at Work program, which enables employers to offer financial wellness as an employee benefit.
Why LearnVest Resonates in Today’s Market
LearnVest’s appeal lies in its dual focus:
- Immediate financial management tools
- Long-term financial education
By combining technology with human expertise, LearnVest is bridging the gap between traditional financial services and the needs of modern consumers—an approach that has attracted major investors like Northwestern Mutual and American Express.
As financial literacy becomes increasingly crucial in an uncertain economy, LearnVest’s growth reflects the growing demand for accessible, personalized financial guidance that empowers users to build lasting financial health.
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