Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: LearnVest.com is an award-winning financial management and lifestyle site. Since its debut as a TechCrunch50 Company in 2009, LearnVest has helped over one million members gain control of their finances.

LearnVest provides trusted content, tools, and support to help users tackle their finances at each stage of life. LearnVest products include: email newsletters, Bootcamp Programs that delve into financial pain points, the Money Center where members can track their spending, and customized Financial Plans straight from LearnVest’s team of Certified Financial Planners.

LearnVest was on Time Magazine’s annual list of “50 Best Websites” and was included on Forbes’ list of the “Top 100 Websites for Women” for the third year in a row.

How they describe their product/innovation: 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.

Contacts:

Bus. Dev.: Karim Naraghi, VP Business Development, karim@learnvest.com, (646) 564-3472
Press: Dani Dalesandro, Sunshine Sachs, dalesandro@sunshinesachs.com, (212) 691-2800
Sales: Jacqueline White, VP Strategic Partnerships, jwhite@learnvest.com, (646) 454-0430