Who founded Learnvest?

Learnvest was founded by Alexa von Tobel.

Who are Learnvest's investors?

Learnvest's investors include 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 · 2 known investors

learnvest.com ↗

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.

Fintech

Founders & leadership

Alexa von Tobel in 𝕏Founder and CEO2008–2019Founder and Managing Partner at Inspired Capital

Theresia GouwNamed on SEC filing

Ann KaplanNamed on SEC filing

Alexa vo TobelNamed on SEC filing

Lee BarbaNamed on SEC filing

John GardnerNamed on SEC filing

Investors · 2

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.

Competitors · 10

by search overlap

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Interactive Strength Acquires Ergatta36 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.

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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 Review (HBR) publishes articles and content on management, leadership, and business topics for professionals and organizations.

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.

Vest23 shared keywordsVestfin designs defined-outcome investment products that use derivatives to target specified growth caps, protection buffers, and income levels for portfolios. Its Target Outcome Investments are offered to advisors and their clients across various product wrappers.

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

Frequently asked questions

What does Learnvest do?: 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.
Who founded Learnvest?: Learnvest was founded by Alexa von Tobel.
Who are Learnvest's investors?: Learnvest's investors include 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.