LearnVest Planning simplifies personal financial help with a 7-step “Action Program”; raises $16.5M

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LearnVest

Few startups have been as laser-focused on making sense of your finances as New York City-based LearnVest Planning. In addition to the usual online tools for tracking your expenses and planning your savings, LearnVest’s certified financial planners also provide one-on-one help — something previously reserved for the wealthy.

Today, the company is launching yet another major upgrade to its platform, the LearnVest Planning Action Program, a seven-step process that gets new customers up and running on the site faster than ever.

LearnVest Planning has also raised an additional $16.5 million in a strategic round of funding, which will be used to spur on the development of the new Action Program, as well as scale its overall operations. Existing investor Accel Partners participated in the round, who were joined by new investors American Express Ventures, Claritas Capital, and others.

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Filed under: Business, New York

Devindra Hardawar 26 Jul, 2013
enclosure: http://venturebeat.files.wordpress.com/2013/07/learnvest-action-program.jpg?w=160

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Source: http://venturebeat.com/2013/07/26/learnvest-planning-simplifies-personal-financial-help-with-a-7-step-action-program-raises-16-5m/
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