NEW YORK, NY, Personalized financial planning program, has raised $28 million in a funding round led by Northwestern Mutual Capital.
LearnVest, a personalized financial planning program, has raised $28 million in a funding round led by Northwestern Mutual Capital with Accel Partners participating.
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 7-Step 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.
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