Where is Gradvisor located?

Gradvisor is headquartered in Miami, United States.

How many employees does Gradvisor have?

As of May 31, 2026, the latest employee count at Gradvisor is 1.

Where does Gradvisor rank among its competitors?

Gradvisor ranks 8th amongst 30 active competitors, of which 6 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was FutureMoney, which secured $2.06M in Feb, 2026.

Who are the top competitors of Gradvisor?

Gradvisor's top competitors include Backer, FutureMoney and EarlyBird. Among them, FutureMoney secured the most recent funding round in February, 2026.

Gradvisor - 2026 Company Profile, Team, Funding & Competitors

Gradvisor is an acquired company based in Miami (United States), founded in 2015 by Marcos Cordero. It operates as an Employer-enabled savings management platform for education. The company has 30 active competitors, including 6 funded and 4 that have exited. Its top competitors include companies like Backer, FutureMoney and EarlyBird.

Company Details

Gradvisor is an investment advisor helping companies across the US set up 529 education savings plans for their employees. The solution is turnkey with easy integration. The online portal also offers personalized advice to each employee. The portal calculates the saving goal based on college fees, expected scholarships, and other factors, and accordingly advises a monthly saving amount. Investments can be also be tracked on the platform.

Website: gradvisor.com
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Email ID: *****@gradvisor.com

Key Metrics

Founded Year

2015

Location

Miami, United States

Stage

Acquired

Investors

Innovate & 1 more

Ranked

8^th among 30 active competitors

Employee Count

1 as on May 31, 2026

Similar Companies

FutureMoney & 45 more

Exit Details

Acquired by Betterment (Feb 23, 2022)

View Gradvisor's full profile

Gradvisor got acquired by Betterment on Feb 23, 2022.

Click here to take a look at Gradvisor's acquisition in detail

Gradvisor is a funded company. Gradvisor has 2 institutional investors.

View details of Gradvisor's funding rounds and investors

The founders of Gradvisor is Marcos Cordero.

Here are the details of Gradvisor's key team members:

Marcos Cordero: Co-Founder & CEO of Gradvisor.

View details of Gradvisor's Founder profiles and Board Members

Gradvisor's employee count trend

Gradvisor has 1 employees as of May 26. Here is Gradvisor's employee count trend over the years:

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Top competitors of Gradvisor include Backer, FutureMoney and EarlyBird. Here is the list of Top 10 competitors of Gradvisor, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Backer 2015, San Francisco (United States), Series A	Online platform for college savings fund	$18M	WndrCo, Crosslink Capital & 11 others	59/100
2nd	FutureMoney 2020, Boston (United States), Series A	Goal-based savings platform focused on child future	$2.06M	RevTech Labs Capital, Serac Ventures	56/100
3rd	EarlyBird 2019, Brooklyn (United States), Acquired	Online platform offering goal-based saving and investment for a child's future	$13.8M	Network Ventures, Seven Seven Six & 22 others	54/100
4th	UNest 2018, North Hollywood (United States), Series B	Provider of custodial investment accounts with rewards and family protection options	$40M	Draper Dragon, Artemis Investment Management ... & 17 others	49/100
5th	Mostt 2024, Sherman Oaks (United States), Funding Raised	Provider of an investment app for parents to save and invest for their children	-	Mount Venture Capital Fund	43/100
6th	Halfmore 2023, Palo Alto (United States), Seed	Fintech platform enabling users to save money and letting their children earn	$1.15M	APL Ventures	40/100
7th	SavvyFi 2017, Franklin (United States), Series A	Goal-based savings plan for child's education	$5.72M	Aligned Partners Venture Services, Sparq Capital	37/100
8th	Gradvisor 2015, Miami (United States), Acquired	Employer-enabled savings management platform for education	-	Innovate, Village Capital	36/100
9th	Pelican 2022, New York City (United States), Funding Raised	Online platform to invite friends and families to contribute on goal based education savings fund for individuals	-	Village Capital, Neo	35/100
10th	The Florida Prepaid College 1987, Tallahassee (United States), Unfunded	Savings platform focused on college education	-	-	35/100