What does Learnvest do?

LearnVest is a personal finance education website publishing articles on careers, saving, debt payoff and budgeting.

Who founded Learnvest?

Learnvest was founded by Alexa von Tobel.

Who are Learnvest's investors?

Learnvest's investors include Accel, Aspect Ventures, Dag Ventures.

How much funding has Learnvest raised?

Learnvest has disclosed $27.4M raised across 1 round.

Where is Learnvest headquartered?

Learnvest is headquartered in New York, US.

Learnvest

New York, US · 3 known investors

Find your way into Learnvest

445 people in our graph share verified history with the Learnvest team — schools, employers, funds. One of them is your warm intro.

Kyle Dohertyunlockedknows Alexa von Tobel · together at Morgan Stanley (overlapped)

×10knows the team · via Morgan Stanley

knows the team · via Drop.io

LearnVest is a financial education platform that provides articles and resources to help users build financial literacy and reach their financial goals through content on career growth, saving, debt repayment, and budgeting.

Also known as LearnVest

Fintech

Founders & leadership

Alexa von Tobel in 𝕏Founder and CEO2008–2019Alexa von Tobel founded LearnVest in 2008, a financial education platform that raised approximately $75 million before being acquired by Northwestern Mutual in 2015; she subsequently served as Northwestern Mutual's Chief Digital Officer and Chief Innovation Officer. Von Tobel holds a CFP® designation, attended Harvard College and Harvard Business School, and is now founder and managing partner of Inspired Capital, an early-stage venture fund.

John GardnerExecutive

Board

Theresia GouwBoard director

Ann KaplanBoard director

Lee BarbaBoard director

Investors · 3

AccelPalo Alto · $1.6M – $70M

Aspect VenturesPalo Alto

Dag VenturesPalo Alto

Reported raises · per SEC filings

Form D private placements

$27.4M disclosed across 1 round · 2014

▶$27.4MraisedApr 2014 · 9 investors · Other

Rule 506(b)

Officers, directors & promoters on the filing

Theresia GouwDirector
Ann KaplanDirector
Alexa vo TobelExecutive Officer, Director
Lee BarbaDirector
John GardnerExecutive Officer, Director

Offering amount: $27.4M
Amount sold: $27.4M
First sale: Apr 2014
Incorporated: Corporation, Delaware
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Company profile

researched Aug 2026

LearnVest operates a consumer-facing personal finance content website organized around the goal of helping readers make progress on their money. Its stated mission is to help users reach their financial goals "one article at a time," and the site is structured as a searchable article library rather than a transactional financial product.

Editorial coverage is grouped into four main categories: Career Growth (topics such as working with a mentor, questions to ask a manager, and interview preparation), Saving (building an emergency fund, no-spend months, retirement saving), Paying off Debt (credit card debt, student loan refinancing, raising a credit score), and Budgeting (multi-week money challenges and general budgeting advice). Readers can also search the archive for individual articles.

Business model

LearnVest publishes free financial education articles on its website, organized into topical categories and accessible via on-site search.

▸Full profile — go-to-market, geography

Go-to-market

Individual consumers seeking guidance on career advancement, saving, debt repayment and household budgeting.

Geography

Headquartered in New York, United States.

Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.

Competitors · 10

by search overlap

Ellevest37 shared keywordsEllevest is a women-founded, women-led SEC-registered investment advisor offering wealth management and financial planning services designed for women and their families. It provides portfolio management, values-aligned investing, and tax optimization across brokerage accounts, IRAs, and donor-advised funds in the US.

Interactive Strength Acquires Ergatta36 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.

The Muse34 shared keywordsThe Muse is a career discovery and employer branding platform that helps job seekers research companies and careers, while enabling organizations to attract talent by showcasing authentic employee stories and company culture.

Ramsey Solutions34 shared keywordsRamsey Solutions provides personal finance education, tools, and coaching—including the 7 Baby Steps plan, a vetted network of financial service providers (RamseyTrusted), and AI-powered money advice—to help individuals get out of debt and build wealth. The company also produces The Ramsey Show and offers budgeting resources for consumers managing their personal finances.

Harvard Business Review’s (HBR)33 shared keywordsHarvard Business Publishing is a not-for-profit affiliate of Harvard Business School that develops and distributes business education content, leadership development solutions, and management thought leadership through publications, digital platforms, and events. The organization serves academic institutions, corporations, and individual managers across three primary market segments.

Vest30 shared keywordsVest is an investing app that lets users buy 9,000+ U.S. stocks, ETFs, and fixed-income securities on the NYSE and Nasdaq with zero commissions, funded via ACH, wire, or local transfers. It offers portfolio analysis, curated stock picks, and an AI assistant, with a focus on international (including Brazilian) retail investors accessing the U.S. market.

OneVest26 shared keywordsOneVest provides an AI-native operating system platform for wealth management that integrates fragmented legacy systems, enabling financial firms to operate with greater speed, control, and scale.

TribeVest25 shared keywordsTribevest is a platform for lead sponsors and capital aggregators to launch and manage compliant Fund of Funds SPVs, handling legal, financial, and regulatory tasks such as entity formation, investor onboarding, cap table management, distributions, and K-1 preparation. It targets private-market deal sponsors raising capital under Reg D 506(b) and 506(c) offerings.

Finvest24 shared keywordsFinvest provides a digital platform for wealth management, offering access to fixed-income investments like Treasury Bills alongside tools for managing spending, saving, and investing. The product serves retail investors and consumers seeking professional-grade financial tools and wealth optimization.

Experian24 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.

Companies competing with Learnvest for the same Google search keywords, organic and paid, via search-intersection analysis.

▸Research sources · 1

primary sources listed

Learnvestlearnvest.com · web

1 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Learnvest do?: LearnVest is a personal finance education website publishing articles on careers, saving, debt payoff and budgeting.
Who founded Learnvest?: Learnvest was founded by Alexa von Tobel.
Who are Learnvest's investors?: Learnvest's investors include Accel, Aspect Ventures, Dag Ventures.
How much funding has Learnvest raised?: Learnvest has disclosed $27.4M raised across 1 round.
Where is Learnvest headquartered?: Learnvest is headquartered in New York, US.