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Company profile: LearnVest

1.1 - Company Overview

LearnVest Logo

LearnVest

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of personal financial planning services and resources, including a mobile app for iPhone and iPad that gives a holistic view of users’ financial life and enables expense management and tracking by classifying transactions into categories such as bills, personal care, and groceries.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to LearnVest

Lumo Logo

Lumo

HQ: France Website
  • Description: Provider of a French crowdfunding platform for renewable energy projects, developing short-circuit savings in the service of the energy transition.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Lumo company profile →
Modern Wealth Management Logo

Modern Wealth Management

HQ: United States Website
  • Description: Provider of investment advisory services specializing in financial, estate, and tax planning and risk management.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Modern Wealth Management company profile →
LCG Logo

LCG

HQ: United Kingdom Website
  • Description: Provider of online trading services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full LCG company profile →
Dynamic Planner Logo

Dynamic Planner

HQ: United Kingdom Website
  • Description: Provider of a multi-award-winning financial planning platform used by thousands of UK advisers and paraplanners for risk profiling and asset allocation, to ensure investment suitability initially and on an ongoing basis. Offers client profiling including risk and sustainability, investment research, cash flow planning, review reports for regulatory needs, recommendations, and customizable reports and digital client touchpoints.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Dynamic Planner company profile →
Alpha Omega Financial Systems Logo

Alpha Omega Financial Systems

HQ: United States Website
  • Description: Provider of financial solutions systems enabling straight-through processing and seamless flow of trade details from portfolio management to trading to settlement, leveraging the FIX protocol to support granular, flexible, and connected communication between asset managers and brokers.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Alpha Omega Financial Systems company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for LearnVest

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Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to LearnVest

2.2 - Growth funds investing in similar companies to LearnVest

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4 - Top valuation comps for LearnVest

4.2 - Public trading comparable groups for LearnVest

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4.3 - M&A Transactions similar to LearnVest

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About LearnVest

What does LearnVest do?

LearnVest is a provider of personal financial planning services and resources, including a mobile app for iPhone and iPad that gives a holistic view of users’ financial life and enables expense management and tracking by classifying transactions into categories such as bills, personal care, and groceries.

Who are LearnVest's competitors?

LearnVest's competitors and similar companies include Lumo, Modern Wealth Management, LCG, Dynamic Planner, and Alpha Omega Financial Systems.

Where is LearnVest headquartered?

LearnVest is headquartered in United States.

How many employees does LearnVest have?

LearnVest has 1,000 employees 🔒.

When was LearnVest founded?

LearnVest was founded in 2010 🔒.

What sector and industry vertical is LearnVest in?

LearnVest is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for LearnVest

Who are the top strategic acquirers in LearnVest's sector and industry

Top strategic M&A buyers and acquirers in LearnVest's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for LearnVest?

Top strategic M&A buyers groups and sectors for LearnVest include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in LearnVest's sector and industry vertical

Which are the top PE firms investing in LearnVest's sector and industry vertical?

Top PE firms investing in LearnVest's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in LearnVest's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in LearnVest's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in LearnVest's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to LearnVest include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in LearnVest's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for LearnVest?

The key public trading comparables and valuation benchmarks for LearnVest include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for LearnVest for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for LearnVest with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in LearnVest's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for LearnVest with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in LearnVest's' sector and industry vertical?

Access recent funding rounds and capital raises in LearnVest's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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