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Power Pitch

Q&A With LearnVest CEO and Founder

LearnVest Profile


Alexa von Tobel - LearnVest CEO & Founder

What is the mission of your company?

LearnVest's mission is to make financial planning accessible to all. Our motto is "where life gets richer," and we're committed to providing accessible content, best-in-class online tools, and high-quality, fee-based financial advisory services delivered straight from Certified Financial Planners(tm).

Explain your business model - how do you make money?

LearnVest has a dual revenue stream, composed of fee-based financial advisory services and advertising sponsorships.

Who do you compete with in this space and how are you different?

LearnVest does not have a direct competitor who similarly combines content, tools and dynamic live support. Due to our focus on financial planning, our primary competitors are traditional off-line CFPs. Our live online interface, affordable pricing, and accessibility to clients nationwide act as differentiators.

There are other personal financial management tools (PFMs), such as Mint, but we believe that our Money Center surpasses other tools through our unique user experience, our priorities tab, and most significantly, through our introduction of dynamic financial planning.

Where are your headquarters?

New York, NY

# of full-time employees?

By the end of 2012, LearnVest and LearnVest Planning expect to have approximately 55 full-time employees and an additional 50 Certified Financial Planners working part-time from around the country.

Year Founded?


Funding round?

An initial seed round ($1.1 million), a series A ($4.5 million) and a series B ($19 million)

Funds Raised?

Just under $25 million

Key Investors?

Accel Partners (they've also backed Facebook, Groupon, etsy, Kayak, etc.)

Prior experience

Upon graduation from Harvard College, Alexa worked as a trader at Morgan Stanley on their Proprietary Trading Desk before leaving to be the Head of Business Development at Drop.io, a venture backed start-up in NYC. She enrolled in Harvard Business School in the fall of 2008 only to take a leave of absence shortly after to launch LearnVest and pursue her dream of bringing financial literacy to millions everywhere.

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