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Presenter Profile:

How they describe themselves: LearnVest is an award-winning personal finance platform, which through its subsidiary, LearnVest Planning, provides high-quality, fee-based financial advisory services. LearnVest Planning, a registered investment adviser, is redefining the traditional financial planning market with a dynamic, technology-enabled service – the Action Program. The 7-Step Action Program gives clients nationwide access to unbiased financial advice, straight from Certified Financial Planners™. In addition, LearnVest offers a best-in-class Money Center app and accessible content. Since launch, LearnVest has been awarded numerous accolades, including one of Time’s “50 Best Websites of 2011” and back-to-back Best of Show awards at FinovateFall 2011 and 2012.

How they describe their product/innovation: LearnVest debuted an iPad App, which allows clients to access their custom Action Program on the go. This App brings an unprecedented level of mobility to the financial planning process. Not only are clients able to see their plan and individual CFP-issued challenges, they can also access LearnVest’s Money Center tool for a snapshot of their entire financial life.

LearnVest also debuted a new distribution channel (“Workplace Solutions”) to provide financial wellness solutions in the workplace, allowing employers nationwide to give their employees access to LearnVest’s holistic financial planning services.

Product Distribution Strategy: Direct to Consumer (B2C) & Direct to Business (B2B)

Contacts:

Bus. Dev.: Karim Naraghi, VP Bus. Dev., karim@learnvest.com
Press: Dani Dalesandro, Sunshine Sachs, dalesandro@sunshinesachs.com, 212-691-2800
Sales: Jacqueline White, VP Strategic Partnerships, jwhite@learnvest.com