Company Information

Get to know LearnVest

Founded in 2009 by Alexa von Tobel, LearnVest's mission was to make financial advice accessible to a broader audience, particularly millennials and those not traditionally served by financial advisors. The company offered a combination of digital tools and access to human financial planners to help users create budgets, set financial goals, and manage their money. In March 2015, LearnVest was acquired by Northwestern Mutual for over $250 million. The LearnVest program was officially shut down in May 2018 as its technology and principles were integrated into Northwestern Mutual's own digital financial planning experience.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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LearnVest

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.