When was Learnvest founded?

Learnvest was founded in 2009 and raised its 1st funding round within a year of its incorporation.

Where is Learnvest located?

Learnvest is headquartered in New York City, United States.

How many employees does Learnvest have?

As of Aug 31, 2026, the latest employee count at Learnvest is 16.

Is Learnvest a funded company?

Learnvest is a funded company, having raised a total of $85.7M across 6 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Nov 23, 2009.

How much is Learnvest worth?

The last known valuation of Learnvest was $***** as of Aug 27, 2020.

When was the latest funding round of Learnvest?

Learnvest's latest funding was a $***** Series D round on Apr 15, 2014, with participation from 3 investors.

Where does Learnvest rank among its competitors?

Learnvest ranks 31st amongst 3238 active competitors, of which 228 are funded. It stands 5th in terms of total funding among its competitors. The most recent competitor to raise funding was Farther, which secured $150M in May, 2026.

Who are the top competitors of Learnvest?

Learnvest's top competitors include Dezerv, Warren and Farther. Among them, Farther secured the most recent funding round in May, 2026.

Learnvest - 2026 Company Profile, Team, Funding & Competitors

Company Details

LearnVest is a personal finance management software. It is an investment advisor for guiding women and men in becoming financially independent. Offers personalized financial advice via the LearnVest Advice Center, in which members can submit questions focused on their own financial situations and will receive a tailored response.

Website: learnvest.com
Social

Key Metrics

Founded Year

2009

Location

New York City, United States

Stage

Acquired

Total Funding

$85.7M in 6 rounds

Latest Funding Round

Series D, Apr 15, 2014, $*****

Last Known Valuation

$***** as on Aug 27, 2020

Investors

Accel & 11 more

Ranked

31^st among 3238 active competitors

Employee Count

16 as on Aug 31, 2026

Similar Companies

Dezerv & 3302 more

Exit Details

Acquired by Northwestern Mutual (Mar 25, 2015)

View Learnvest's full profile

Learnvest is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
LEARNVEST, INC. CIN: 800226518 , United States, Active	Dec 31, 1999	-	148 (As on Dec 31, 2015)	-

Learnvest got acquired by Northwestern Mutual on Mar 25, 2015.

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

Learnvest has raised a total funding of $85.7M over 6 rounds. Its first funding round was on Nov 23, 2009. Its latest funding round was a Series D round on Apr 15, 2014 for $*****. 3 investors participated in its latest round. Learnvest has 12 institutional investors.

Here is the list of recent funding rounds of Learnvest:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Apr 15, 2014	4592242	Series D	2016207	1991283	8060770	8464304
Dec 05, 2013	3755205	Series C	7191374	3701743	1110293	Accel
Jan 15, 2013	1606226	Series B	1918056	4380330	2805111	8493958

Access funding benchmarks and valuations. Sign up today!

View details of Learnvest's funding rounds and investors

The founders of Learnvest are John Gardner and Alexa Von Tobel.

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

John Gardner: Former Co-Founder of Learnvest. They are also an angel investor in 1 startup and serve on the board of 1 company.
Alexa Von Tobel: Former Co-Founder of Learnvest and founder of 2 other companies, Inspired Capital and LearnVest. They are also an angel investor in 6 startups.

View details of Learnvest's Founder profiles and Board Members

Learnvest's employee count trend

Learnvest has 16 employees as of Aug 26. Here is Learnvest's employee count trend over the years:

Uncover Learnvest's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Learnvest include Dezerv, Warren and Farther. Here is the list of Top 10 competitors of Learnvest, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Dezerv 2021, Mumbai (India), Series C	Wealth management platform offering financial planning and advisory service	$100M	Accel, Premji Invest & 49 others	78/100
2nd	Warren 2014, Porto Alegre (Brazil), Series C	Diversified investment management firm	$105M	GIC, QED Investors & 14 others	68/100
3rd	Farther 2019, New York City (United States), Series D	App-based financial planning and management platform for individuals	$272M	CapitalG, General Atlantic & 14 others	68/100
4th	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
5th	Raseedi 2019, Cairo (Egypt), Seed	Financial advisor for payments and savings	$1.25M	500 Global, EBRD & 3 others	63/100
6th	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Horizons Ventures ... & 11 others	63/100
7th	ET Money 2014, Gurugram (India), Acquired	App-based mutual fund investment platform	-	-	63/100
8th	Compound 2019, San Francisco (United States), Series B	Wealth and financial management platform	$37.1M	Atacama Ventures, Greenoaks & 16 others	62/100
9th	Phoenix Group 1782, London (United Kingdom), Public	Provider of long-term savings, retirement, and life insurance solutions	-	Kingdom Holding Company, TDR Capital & 2 others	61/100
10th	Scottish Widows 1815, Edinburgh (United Kingdom), Public	Women bank	-	-	60/100
31st	Learnvest 2009, New York City (United States), Acquired	Personal finance management and investment advise	$85.7M	Accel, Conversion Capital & 10 others	52/100