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learnvest.com

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Founded Year

2008

Stage

Acquired | Acquired

Total Raised

$69.1M

Valuation

$0000 

About LearnVest

LearnVest offers the LearnVest Action Program, which aims to help users cut expenses and invest their money via certified financial planners who offer customized expertise based on financial needs and goals. The company is also launching "Workplace Solutions", a financial wellness platform that companies can offer as an employee benefit.

LearnVest Headquarter Location

113 University Place 5th Floor

New York, New York, 10003,

United States

212-675-6711

Latest LearnVest News

BNY Mellon’s Pershing Launches New Business Unit, Pershing X(SM), to be led by Ainslie Simmonds

Oct 17, 2021

BNY Mellon’s Pershing (“Pershing”) has appointed Ainslie Simmonds as President of  Pershing X , a new business unit within Pershing that will design and build innovative solutions for the advisory industry. The new unit will accelerate Pershing’s delivery of consumer grade digital experiences to its clients, as well as the broader marketplace. Pershing X is an extension of the Client Experience Reimagined initiative that Pershing announced in April 2021. The new unit will incubate, engineer, and deliver a comprehensive, all-in-one set of advisory capabilities to Pershing’s Wealth Solutions clients, including broker-dealers, registered investment advisors (RIAs), and trust companies. “Pershing X will deliver the industry’s leading end-to-end advisory platform, helping financial services firms solve the challenge of managing multiple and disconnected technology tools and data sets for their advisors and fueling our clients’ business growth,” said Jim Crowley, Pershing CEO. The Pershing X platform is set to transform the advisory marketplace by helping firms attract new clients, better serve existing clients, and ultimately grow assets under management. Clients using Pershing X’s solutions will also benefit from access to enterprise offerings provided by BNY Mellon Wealth Management and Investment Management. “We’re thrilled that Ainslie Simmonds will be leading Pershing X. Ainslie has been a transformative leader in the advisory space for 20 years and we are excited to leverage her leadership, insights, and experience in leading digital and innovation initiatives,” said Robin Vince, Vice Chairman and Head of Global Market Infrastructure at BNY Mellon. “Based on her deep understanding of the advisory landscape and digital tools, we feel certain that Ainslie is best-positioned to lead Pershing X,” added Crowley. As President of Pershing X, Simmonds will join Pershing’s Executive Committee. Simmonds brings two decades of experience in wealth management and digital to her new role. She was instrumental in launching several fintech firms, including financial planning company LearnVest and brokerage and trading software firm thinkorswim. Most recently, she was Executive Vice President at PIMCO Investments where she was Global Head of Digital. Prior to PIMCO, she was Executive Officer and Head of Digital Products and Design at Northwestern Mutual. “I’m delighted to be joining BNY Mellon to lead Pershing X. Even with the explosion of fintech solutions in the past 10 years, advisors still have to piece together a platform to serve their clients,” said Simmonds. “I am so looking forward to delivering a comprehensive platform, backed by the expertise and experience of Pershing, that will enable advisors to focus on what they do best—deliver real value to the millions of investors that turn to them for financial advice and peace of mind.”

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Expert Collections containing LearnVest

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

LearnVest is included in 2 Expert Collections, including Wealth Tech.

W

Wealth Tech

1,111 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Fintech

7,165 items

US-based companies

LearnVest Patents

LearnVest has filed 1 patent.

The 3 most popular patent topics include:

  • Graphical control elements
  • Graphical user interface elements
  • Graphical user interface testing
patents chart

Application Date

Grant Date

Title

Related Topics

Status

2/17/2016

Graphical user interface elements, Payment systems, Merchant services, Graphical user interface testing, Graphical control elements

Application

Application Date

2/17/2016

Grant Date

Title

Related Topics

Graphical user interface elements, Payment systems, Merchant services, Graphical user interface testing, Graphical control elements

Status

Application

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