Developer docs
API playgroundTry for free, no card

Search company profiles

LearnVest

Full company profile

uuid0006dm7

Namestring
LearnVest
Legal namestring
The Northwestern Mutual Life Insurance Company
Websiteurl
learnvest.com
Company typeenum
Private
Founded yearint
2007
Descriptiontext

LearnVest is a consumer-facing financial education content platform that publishes free articles and guides covering personal finance and career development topics, including budgeting, saving, debt management, credit, investing fundamentals, retirement planning, resume writing, interviewing, and salary negotiation. Originally founded in 2007 as an independent venture-backed company, LearnVest was acquired by The Northwestern Mutual Life Insurance Company and now operates as a wholly-owned subsidiary branded property under Northwestern Mutual's digital infrastructure. The platform is governed by Wisconsin law and legally domiciled at Northwestern Mutual's headquarters at 720 E. Wisconsin Avenue, Milwaukee, WI 53202.

The core product is a web-based content management and publication platform delivering expert-authored editorial articles, with no proprietary technology, no mobile app, no API, and no integrations disclosed. Content is organized into five main categories — Career Growth, Saving, Paying off Debt, Budgeting, and Investing — and is freely accessible to all visitors without registration, login, or paywall. The site employs social sharing functionality and is structured around SEO-optimized articles targeting common consumer financial queries. There are no premium tiers, no transactional features, no interactive planning tools, and no AI-powered personalization.

LearnVest's business model is freemium in label but functionally non-monetizing at the standalone level. The platform generates no direct revenue from site visitors and serves as a content marketing and brand-awareness asset supporting Northwestern Mutual's broader insurance and wealth management product ecosystem. Distribution is exclusively through the learnvest.com website via organic search and social sharing. The LearnVest trademark is registered to Northwestern Mutual. Customer concentration is effectively zero — the audience is an undifferentiated consumer base — and the asset's economic value is indirect, embedded within the parent's much larger financial services franchise.

Short descriptiontext

LearnVest is a free, consumer-facing financial education content platform owned by The Northwestern Mutual Life Insurance Company, publishing expert-authored articles on budgeting, debt, saving, investing, and career development to drive awareness for Northwestern Mutual's broader financial services ecosystem.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial education content, personal finance articles, budgeting guides, debt management advice, investing fundamentals
Industry3 codes
1Family & Life-Stage Financial Planning (Marriage, Kids, Caregiving)
CodeEDAAAJAMPrimaryYes
2Study Skills & Academic Success Guides (Students)
CodeEDAGAIAJPrimaryNo
3Mentorship & Coaching (Career, Academic, Industry-Specific)
CodeEDAMAKAAPrimaryNo
NAICS code4 codes
  • Educational Services611
  • Educational Services61
  • Educational Support Services6117
  • Educational Support Services611710
SIC code1 code
  • Services-Educational Services8200
Product category
Financial Education Content
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Educational content platform (non-transactional)
TypeFreemium
Description

LearnVest operates as a free consumer education platform with no direct monetization from site visitors. The property serves as a branded educational resource under Northwestern Mutual's ownership, functioning as a content marketing and thought leadership vehicle to attract and educate potential customers about financial topics, ultimately supporting Northwestern Mutual's broader insurance and wealth management product ecosystem.

learnvest.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Marketing or Sales, Technology or R&D, Operations
Pricing details1 tier
1Free access to all content
ModelFreemiumBilling cadenceOthers
Notes

All financial education articles, guides, and resources are provided at no cost to users. No premium tiers, paid subscriptions, or transaction-based pricing.

learnvest.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

LearnVest is a free, consumer-facing financial education platform that publishes expert-authored articles and guides on personal finance and career development topics. The platform's content covers budgeting, saving, emergency fund creation, debt payoff, credit score improvement, retirement planning, investing basics, and career milestones such as resume writing, interviewing, and salary negotiation. The property operates as a content marketing and educational resource under Northwestern Mutual's ownership, with no paywalls, subscriptions, or direct consumer transactions.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

LearnVest is a single financial education content platform that provides free articles and guides covering personal finance topics including career growth, saving strategies, debt payoff, budgeting techniques, and investing fundamentals. The platform is owned by Northwestern Mutual and serves as an educational resource to help Americans improve their financial literacy. All content is editorial in nature, written by contributing writers and financial experts, and is intended for educational purposes only.

Product and service1 record
1LearnVest Financial Education Platform
CategoryFinancial Education Content
Description

LearnVest is a free financial education content platform providing articles and guides on career growth, saving, paying off debt, budgeting, and investing. The platform is owned by Northwestern Mutual and serves as an educational resource to help individuals improve their financial literacy; all content is editorial in nature, written by contributing writers and financial experts, and is intended for educational purposes only.

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight2 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Bankrate is a personal finance content and comparison platform covering banking, mortgages, credit cards, and investing, monetized through lead generation to financial institutions. It competes directly in the financial education/SEO-driven consumer finance category.

2The Balance Money
TypeDirect peer
Description

The Balance Money is a personal finance editorial site providing articles on budgeting, saving, investing, and debt management aimed at everyday consumers. It is a directly comparable free content-led platform in the same SEO-driven financial literacy space.

TypeDirect peer
Description

NerdWallet is a personal finance content platform offering free educational articles and tools across credit cards, banking, investing, mortgages, and insurance, with monetization via lead generation. It is a directly comparable content-led platform targeting the same consumer financial literacy audience.

TypeDirect peer
Description

Investopedia is a leading financial education and reference website providing articles, tutorials, and a financial dictionary on investing, personal finance, and economics. It serves the same consumer financial literacy audience through editorial content-led discovery.

TypeBroad incumbent
Description

Forbes Advisor is a broad personal finance editorial and product comparison vertical within the Forbes media ecosystem, covering credit cards, banking, investing, and insurance. It overlaps as a content-led consumer finance platform with significantly larger scale.

TypeDirect peer
Description

SmartAsset is a financial education and decisioning platform offering free tools and content on taxes, investing, retirement, and mortgages, with monetization through advisor matching. It overlaps directly with LearnVest's financial planning and consumer education focus.

TypeDirect peer
Description

Money Under 30 is a personal finance content site focused on young professionals navigating career, debt, savings, and early investing decisions. It is comparable given LearnVest's emphasis on career plus finance for newer workforce entrants.

TypeBroad incumbent
Description

SoFi Learn is the financial education content arm of SoFi, offering free articles on budgeting, saving, investing, and debt alongside SoFi's broader lending and wealth products. It is comparable as a content-marketing funnel for a diversified financial services parent's consumer products.

TypeBroad incumbent
Description

CNBC's Personal Finance vertical publishes editorial content on budgeting, investing, retirement, and careers as part of a larger financial news media property. It is comparable as a consumer-facing financial education content destination with greater scale and brand reach.

TypeBroad incumbent
Description

Fidelity operates an extensive free financial education content hub covering investing, retirement, and personal finance under a major financial services brand. It is comparable as a parent-brand-backed financial literacy platform serving retail consumers.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat2 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds5 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors10 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

LearnVest

Financial Education Contentlearnvest.com

LearnVest is a free, consumer-facing financial education content platform owned by The Northwestern Mutual Life Insurance Company, publishing expert-authored articles on budgeting, debt, saving, investing, and career development to drive awareness for Northwestern Mutual's broader financial services ecosystem.

What LearnVest does

LearnVest is a consumer-facing financial education content platform that publishes free articles and guides covering personal finance and career development topics, including budgeting, saving, debt management, credit, investing fundamentals, retirement planning, resume writing, interviewing, and salary negotiation. Originally founded in 2007 as an independent venture-backed company, LearnVest was acquired by The Northwestern Mutual Life Insurance Company and now operates as a wholly-owned subsidiary branded property under Northwestern Mutual's digital infrastructure. The platform is governed by Wisconsin law and legally domiciled at Northwestern Mutual's headquarters at 720 E. Wisconsin Avenue, Milwaukee, WI 53202.

The core product is a web-based content management and publication platform delivering expert-authored editorial articles, with no proprietary technology, no mobile app, no API, and no integrations disclosed. Content is organized into five main categories — Career Growth, Saving, Paying off Debt, Budgeting, and Investing — and is freely accessible to all visitors without registration, login, or paywall. The site employs social sharing functionality and is structured around SEO-optimized articles targeting common consumer financial queries. There are no premium tiers, no transactional features, no interactive planning tools, and no AI-powered personalization.

LearnVest's business model is freemium in label but functionally non-monetizing at the standalone level. The platform generates no direct revenue from site visitors and serves as a content marketing and brand-awareness asset supporting Northwestern Mutual's broader insurance and wealth management product ecosystem. Distribution is exclusively through the learnvest.com website via organic search and social sharing. The LearnVest trademark is registered to Northwestern Mutual. Customer concentration is effectively zero — the audience is an undifferentiated consumer base — and the asset's economic value is indirect, embedded within the parent's much larger financial services franchise.

LearnVest firmographics

Firmographics
Name
LearnVest
Legal name
The Northwestern Mutual Life Insurance Company
Website
https://learnvest.com
Company type
Private
Founded year
2007
Operating status
Operating
Headcount range
101–250 employees
Short description
LearnVest is a free, consumer-facing financial education content platform owned by The Northwestern Mutual Life Insurance Company, publishing expert-authored articles on budgeting, debt, saving, investing, and career development to drive awareness for Northwestern Mutual's broader financial services ecosystem.
Ownership category
akta.pro rank

LearnVest industry classification

Industry
Product category
Financial Education Content
NAICS
Educational Services (611), Educational Services (61), Educational Support Services (6117), Educational Support Services (611710)
SIC
Services-Educational Services (8200)
akta.pro primary industry
Family & Life-Stage Financial Planning (Marriage, Kids, Caregiving) (EDAAAJAM)
akta.pro secondary industries
Study Skills & Academic Success Guides (Students) (EDAGAIAJ), Mentorship & Coaching (Career, Academic, Industry-Specific) (EDAMAKAA)

Keywords

  • Financial education content
  • Personal finance articles
  • Budgeting guides
  • Debt management advice
  • Investing fundamentals

Where LearnVest is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices1 record

Markets served

LearnVest business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

  1. Educational content platform (non-transactional): LearnVest operates as a free consumer education platform with no direct monetization from site visitors. The property serves as a branded educational resource under Northwestern Mutual's ownership, functioning as a content marketing and thought leadership vehicle to attract and educate potential customers about financial topics, ultimately supporting Northwestern Mutual's broader insurance and wealth management product ecosystem.

Pricing tiers

ModelBillingPrice
FreemiumOthersFree access to all content

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

LearnVest product offering

Product offering

Core offering

LearnVest is a free, consumer-facing financial education platform that publishes expert-authored articles and guides on personal finance and career development topics. The platform's content covers budgeting, saving, emergency fund creation, debt payoff, credit score improvement, retirement planning, investing basics, and career milestones such as resume writing, interviewing, and salary negotiation. The property operates as a content marketing and educational resource under Northwestern Mutual's ownership, with no paywalls, subscriptions, or direct consumer transactions.

Product overview

LearnVest is a single financial education content platform that provides free articles and guides covering personal finance topics including career growth, saving strategies, debt payoff, budgeting techniques, and investing fundamentals. The platform is owned by Northwestern Mutual and serves as an educational resource to help Americans improve their financial literacy. All content is editorial in nature, written by contributing writers and financial experts, and is intended for educational purposes only.

Differentiator

Problem solved

Functional benefit

Products and services

  • LearnVest Financial Education Platform LearnVest is a free financial education content platform providing articles and guides on career growth, saving, paying off debt, budgeting, and investing. The platform is owned by Northwestern Mutual and serves as an educational resource to help individuals improve their financial literacy; all content is editorial in nature, written by contributing writers and financial experts, and is intended for educational purposes only.

Companies that use LearnVest

Customer profile

Segments2 records

Ideal customer profiles2 records

LearnVest technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

LearnVest partnerships and signals

Strategic signal

Recent moves4 records

Expansion highlights2 records

LearnVest competitors and assessment

Company assessment

Direct peers

  • Bankrate: Bankrate is a personal finance content and comparison platform covering banking, mortgages, credit cards, and investing, monetized through lead generation to financial institutions. It competes directly in the financial education/SEO-driven consumer finance category.
  • The Balance Money: The Balance Money is a personal finance editorial site providing articles on budgeting, saving, investing, and debt management aimed at everyday consumers. It is a directly comparable free content-led platform in the same SEO-driven financial literacy space.
  • NerdWallet: NerdWallet is a personal finance content platform offering free educational articles and tools across credit cards, banking, investing, mortgages, and insurance, with monetization via lead generation. It is a directly comparable content-led platform targeting the same consumer financial literacy audience.
  • Investopedia: Investopedia is a leading financial education and reference website providing articles, tutorials, and a financial dictionary on investing, personal finance, and economics. It serves the same consumer financial literacy audience through editorial content-led discovery.
  • SmartAsset: SmartAsset is a financial education and decisioning platform offering free tools and content on taxes, investing, retirement, and mortgages, with monetization through advisor matching. It overlaps directly with LearnVest's financial planning and consumer education focus.
  • Money Under 30: Money Under 30 is a personal finance content site focused on young professionals navigating career, debt, savings, and early investing decisions. It is comparable given LearnVest's emphasis on career plus finance for newer workforce entrants.

Broad incumbents

  • Forbes Advisor: Forbes Advisor is a broad personal finance editorial and product comparison vertical within the Forbes media ecosystem, covering credit cards, banking, investing, and insurance. It overlaps as a content-led consumer finance platform with significantly larger scale.
  • SoFi Learn: SoFi Learn is the financial education content arm of SoFi, offering free articles on budgeting, saving, investing, and debt alongside SoFi's broader lending and wealth products. It is comparable as a content-marketing funnel for a diversified financial services parent's consumer products.
  • CNBC Personal Finance: CNBC's Personal Finance vertical publishes editorial content on budgeting, investing, retirement, and careers as part of a larger financial news media property. It is comparable as a consumer-facing financial education content destination with greater scale and brand reach.
  • Fidelity Learning Center: Fidelity operates an extensive free financial education content hub covering investing, retirement, and personal finance under a major financial services brand. It is comparable as a parent-brand-backed financial literacy platform serving retail consumers.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

LearnVest social profiles

Digital presence

LearnVest financial estimates

Financial estimate

Revenue estimate

Valuation estimate

LearnVest leadership team

Management profile

Number of profiles

LearnVest funding detail

Funding detail

Funding overview

Funding rounds5 records

Investors10 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

LearnVest M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LearnVest

What does LearnVest do?

LearnVest is a free, consumer-facing financial education platform that publishes expert-authored articles and guides on personal finance and career development topics. The platform's content covers budgeting, saving, emergency fund creation, debt payoff, credit score improvement, retirement planning, investing basics, and career milestones such as resume writing, interviewing, and salary negotiation. The property operates as a content marketing and educational resource under Northwestern Mutual's ownership, with no paywalls, subscriptions, or direct consumer transactions.

Is LearnVest a public or private company?

LearnVest is a private company. It is classified as corporate owned and is currently operating.

When was LearnVest founded?

LearnVest was founded in 2007. It employs 101 to 250 people.

Where is LearnVest based?

LearnVest is headquartered in New York, United States, in the North America region.

How does LearnVest make money?

One revenue line is on record: educational content platform (non-transactional).

Who are LearnVest's main competitors?

Direct peers on record are Bankrate, The Balance Money, NerdWallet, Investopedia, SmartAsset and Money Under 30. Broad incumbents are Forbes Advisor, SoFi Learn, CNBC Personal Finance and Fidelity Learning Center.

Does LearnVest have an API?

No public API is recorded for LearnVest.

What industry is LearnVest in?

LearnVest's product category is Financial Education Content. Its primary akta.pro industry code is EDAAAJAM, Family & Life-Stage Financial Planning (Marriage, Kids, Caregiving), with a secondary code of EDAGAIAJ, Study Skills & Academic Success Guides (Students). Its NAICS code is 611 and its SIC code is 8200.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales
Live signals
Built In86 Fintech Companies in NYC Shaking Up FinanceThis article provides an overview of prominent fintech companies operating in New York City, highlighting MarketAxess's electronic bond trading platform serving over 1,800 global clients, and LearnVest's financial planning services which was acquired by Northwestern Mutual in 2015. The piece also profiles roughly a dozen other fintech startups covering areas such as Medicare insurance navigation, investment data monitoring, banking for freelancers, equity crowdfunding, mobile payments, cryptocurrency analysis, personal investing platforms, and tax services. The article positions NYC as a major global fintech hub driven by innovation from companies like those profiled.Do More with Your Financial DataThe Future of Financial Education – 6 Apps That Build Saving and Investing FundamentalsThe article discusses the significance of financial education and highlights six mobile applications that promote savings and investment skills among Americans. These tools include Acorns, SaveUp, LearnVest, MindBlown Labs, Bank of America/Khan Academy, and FinStrong, each offering different approaches to improving financial literacy.TechCrunchAlexa von Tobel: Eliminating risk is the key to building a startup during an economic downturnAlexa von Tobel, founder of LearnVest, shared insights on launching startups during economic downturns, reflecting on her experience starting her company amidst the 2008 financial crisis. She emphasized the importance of meticulous planning, risk reduction, and understanding customer needs to succeed in uncertain economic times. Von Tobel also highlighted the opportunity for startups to thrive amid industry shifts introduced by the pandemic.Business InsiderA recession-era founder who sold her company for $375 million explains how to value your startup in a downturn: 'Only one number really matters, which is what the exit number is'Alexa von Tobel sold LearnVest to Northwestern Mutual for $375 million in 2015, after raising $75 million. She advises founders to focus on the exit number, noting that higher valuations shrink the pool of acquirers. She expects a slowdown in M&A activity due to the recession.PR NewswireNorthwestern Mutual Reaffirms People+Technology Strategy and Cites Progress at One-Year Mark of LearnVest AcquisitionNorthwestern Mutual is marking the one-year anniversary of its acquisition of LearnVest, highlighting integration progress across business areas including HR, finance, digital design, and product development. The combined entity launched new programs including a Digital Experience Lab and Client Insight Community, and rolled out a new client website aimed at simplifying financial planning by allowing users to aggregate assets, liabilities, and insurance in one place. LearnVest CEO Alexa von Tobel joined Northwestern Mutual as vice president of client experience as part of the integration.Business InsiderStartups are partnering with the Wall Street firms they're meant to replace — for one important reasonFintech startups and large financial institutions partnered at a conference to help Americans save more money. The event, hosted by the Partnership Fund for New York City, brought together companies like LearnVest and JPMorgan Asset Management. Participants discussed shared goals such as data access and regulatory challenges.Business InsiderHere's what happens when an old-school finance firm buys a startupNorthwestern Mutual acquired LearnVest, a financial-planning startup, in March. The deal highlights challenges in fintech partnerships, including communication barriers, differing decision-making speeds, and cultural differences between legacy firms and startups.Business InsiderLearnVest sold for a lot of money to try to fix financial planningLearnVest, a financial-planning startup, sold to Northwestern Mutual in March for a reported $250 million. The company, founded by Alexa Von Tobel, provides education and planning tools for a low monthly fee. The sale gives it capital to compete in a crowded market with firms like Personal Capital and Schwab.Business InsiderA financial planner's best trick to save money means you'll never have to feel guilty about buying coffee againColin Drake, a certified financial planner, advised a LearnVest client to focus on reducing her top three spending categories, which account for 10% or more of her budget, rather than worrying about small purchases. He suggested finding a cheaper rental and postponing a house purchase to lower housing costs.FinSMEsNorthwestern Mutual to Acquire LearnVestNorthwestern Mutual will acquire LearnVest, an online financial planning technology provider, with the deal amount undisclosed. LearnVest, led by CEO Alexa von Tobel, has about 1.5 million users and raised nearly $75 million in venture capital. The acquisition aims to fill the gap between consumer needs and industry offerings.