Albert (Financial Software) Overview
- Founded
- 2015

- Status
- Private
- Employees
- 129

- Latest Deal Type
- Series C
- Latest Deal Amount
- $100M

- Investors
- 18
Albert (Financial Software) General Information
Description
Developer of a financial advisory platform intended to assist users to track their finances by aggregating their financial data. The company's platform includes bank accounts, credit cards, property, loans and investments, enabling clients to get personalized recommendations, such as setting up a savings account or applying for a loan with a lower interest rate easily.
Contact Information
- 340 South Lemon Avenue
- Suite 3801
- Walnut, CA 91789
- United States
Albert (Financial Software) Timeline
Albert (Financial Software) Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
7. Later Stage VC (Series C) | 11-Jan-2021 | $100M | 00000 | Completed | Generating Revenue | |
6. Early Stage VC (Series B) | 09-Mar-2020 | 0000 | 000.00 | 00000 | Completed | Generating Revenue |
5. Early Stage VC (Series A) | 18-Dec-2018 | 0000 | 000.00 | 0000 | Completed | Generating Revenue |
4. Seed Round | 02-Feb-2018 | 00.00 | 00.000 | 0000 | Completed | Generating Revenue |
3. Seed Round | 06-Sep-2017 | 00.000 | 00.000 | 000.00 | Completed | Generating Revenue |
2. Accelerator/Incubator | 17-Jun-2016 | $250K | $375K | Completed | Generating Revenue | |
1. Accelerator/Incubator | 27-Jan-2016 | $125K | $125K | Completed | Generating Revenue |
Albert (Financial Software) Cap Table
Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
---|---|---|---|---|---|---|---|---|
Series B-1 | 000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 0.000 | |
Series B | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 00.000 | |
Series A-1 | 000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 0.000 | |
Series A | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00 | 00.00 | 00.000 | |
Seed 2 | 0,000,000 | 00.000000 | 00.0 | 00.0 | 00 | 00.0 | 0.000 | |
Seed 1 | 781,005 | $0.000100 | $0.96 | $0.96 | 1x | $0.96 | 2.26% | |
Seed | 7,303,989 | $0.000100 | $0.96 | $0.96 | 1x | $0.96 | 21.18% |
Albert (Financial Software) Comparisons
Industry
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Request a free trialAlbert (Financial Software) Competitors (23)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
SigFig | Venture Capital-Backed | San Francisco, CA | 000 | 00000 | 00000000000 | 00000 |
00000 000000000 | Venture Capital-Backed | Edinburgh, United Kingdom | 00 | 000.00 | 0000000000 0 | 000.00 |
00 | Venture Capital-Backed | Lehi, UT | 000 | 00000 | 00000000000 | 00000 |
00000000 | Venture Capital-Backed | Madrid, Spain | 000 | 0000 | 00000000000 | 0000 |
0000 | Venture Capital-Backed | Barcelona, Spain | 00 | 000.00 | 00000000000 | 000.00 |
Albert (Financial Software) Executive Team (3)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Yinon Ravid | Co-Founder, Chief Executive Officer and Board Member | ||
John Cherry | Chief Financial Officer | ||
Andrzej Baraniak | Co-Founder & Board Member |
Albert (Financial Software) Board Members (3)
Name | Representing | Role | Since |
---|---|---|---|
Andrzej Baraniak | Albert (Financial Software) | Co-Founder & Board Member | 000 0000 |
Matthew Risley | Albert (Financial Software) | Board Member | 000 0000 |
Stephanie Choo | Self | Board Member | 000 0000 |
Albert (Financial Software) Signals
Growth Rate

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

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Request a free trialAlbert (Financial Software) Investors (18)
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|---|---|---|---|---|
General Atlantic | Growth/Expansion | Minority | 000 0000 | 000000 0 | |
Alpha Bridge Ventures | Venture Capital | Minority | 000 0000 | 000000 0 | |
CapitalG | Growth/Expansion | Minority | 000 0000 | 000000 0 | |
Hone Capital | Venture Capital | Minority | 000 0000 | 000000 0 | |
Liquid 2 Ventures | Venture Capital | Minority | 000 0000 | 000000 0 |
Albert (Financial Software) Acquisitions (1)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
000000000000 | 01-May-2020 | 000000000000000000 | Financial Software |