Albert (Financial Software) Overview

  • Founded
  • 2015
Founded
  • Status
  • Private
  • Employees
  • 129
Employees
  • Latest Deal Type
  • Series C
  • Latest Deal Amount
  • $100M
Latest Deal Amount
  • 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

Website
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Application Software
Other Financial Services
Information Services (B2C)
Primary Office
  • 340 South Lemon Avenue
  • Suite 3801
  • Walnut, CA 91789
  • United States

Albert (Financial Software) Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
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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
To view Albert (Financial Software)’s complete valuation and funding history, request access »

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%
To view Albert (Financial Software)’s complete cap table history, request access »

Albert (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a financial advisory platform intended to assist users to track their finances by aggregating their financi
Financial Software
Walnut, CA
129 As of 2021
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San Francisco, CA
000 As of 0000
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00000000000 00000

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000000000 00000000
Edinburgh, United Kingdom
00 As of 0000
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0000000000 0 000.00
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Albert (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
You’re viewing 5 of 23 competitors. Get the full list »

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
To view Albert (Financial Software)’s complete executive team members history, request access »

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
To view Albert (Financial Software)’s complete board members history, request access »

Albert (Financial Software) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Albert (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
You’re viewing 5 of 18 investors. Get the full list »

Albert (Financial Software) Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000000 01-May-2020 000000000000000000 Financial Software
To view Albert (Financial Software)’s complete acquisitions history, request access »