LearnVest is an award-winning personal finance platform, which through its subsidiary, LearnVest Planning, provides high-quality, fee-based financial advisory services. LearnVest Planning, a registered investment adviser, is redefining the traditional financial planning market with a dynamic, technology-enabled service'the Action Program. The 7-Step Action Program gives clients nationwide access to unbiased financial advice, straight from Certified Financial Planners„˘. These financial experts offer dedicated support and custom-tailored Challenges to help clients make real progress on their money. In addition, LearnVest Inc. offers a best-in-class Money Center app and accessible content.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 07/26/13 | $16,500,000 |
American Express Ventures Claritas Capital Ed Mathias Todd Ruppert | undisclosed | |
| 04/15/14 | $28,000,000 |
Northwestern Mutual Capital | undisclosed |
