Latest News Launches a New Suite of Tools and Support to Make Financial Planning Accessible to Everyone

NEW YORK July 26, 2011 $150,000 $19 million

Alexa von Tobel

A free LearnVest membership now includes access to the LearnVest My Money Center, where members can link all of their accounts (checking, savings, investment, loans and credit cards) into a Financial Inbox, which allows them to track their spending in one secure location. The LearnVest My Money Center, currently in beta, deploys a unique foldering system, which mimics an email inbox and enables members to personalize their budget items and track monthly spending goals with ease. For example, when a charge is made to a member’s credit card, it will register in the LearnVest My Money Center and will be automatically filed into the appropriate budget folder. Another free tool is LearnVest’s new Take Control Bootcamp, which will educate members on how to evaluate the current state of their finances, manage cash flow, and increase net worth while providing them recommendations on how to use the LearnVest My Money Center. The 10-day, on-demand Take Control Bootcamp will deliver one action-oriented email to members each day during the course of the program.

($4.99) ($39.99) ($129.99)

von Tobel

New York City

About LearnVest

September 2009 $4.5 million April 2010 July 2011 $19 million Lee Barba Theresia Gouw Ranzetta Ann Kaplan Greg Waldorf Greg Coleman Catherine Levene

Dartmouth College University of Pennsylvania


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