Dashboard/wallet aggregation platform Startups

LearnVest was a financial planning software company founded by Alexa Hampton in 2007 that democratized financial planning for mainstream American families. Starting with free content and bootcamp programs, the company grew to 2.5 million users and 100,000 paying customers by offering transparent, affordable advice ($500/year) rather than fee-based commissions. The company was acquired by Northwestern Mutual in March 2015 for $375 million, leveraging the company's proprietary cash flow-based financial planning software and brand.