LearnVest introduced its certified financial planner feature and mobile app:
"LearnVest is uniting the Money Center with our unique financial planning platform. We believe that financial plans should be dynamic guides that are central to your everyday decision-making.
There are two key additions: First, premium members can now share a view of their Money Center with their LearnVest planner. This allows the planner seamless access to their clients' most current financial profiles. Second, LearnVest is introducing a Priorities feature that allows members to set goals (such as debt repayment) and track their progress against them."
Product Launched: July 2011
HQ Location: New York, NY
Company Founded: Fall 2009
Metrics: $25M raised, 50 employees
Finovate demo video: finovate.com/fall12vid/ (demo video will be posted next week)
Introducing Alexa von Tobel (Founder & CEO) and Annie Shapiro (Product & Strategy Associate)