Albert (Financial Software)
2015
FOUNDED
PRIVATE
STATUS
1-10
EMPLOYEES
Series B
LATEST DEAL TYPE
$47M
LATEST DEAL AMOUNT
13
INVESTORS
Description
Provider of a financial advisory platform allows 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.
Website
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Application Software
Information Services (B2C)
Primary Office
- 340 South Lemon Avenue
- Suite 3801
- Walnut, CA 91789
- United States
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Albert (Financial Software) Valuation and Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 6. Early Stage VC (Series B) | 06-Dec-2019 | $47M | 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) Competitors (20)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Asset Vantage Systems | Corporation | Mumbai, India | 00 | |||
| 00000000000 | Venture Capital-Backed | Redwood City, CA | 000 | 00000 | 00000000000 | 00000 |
| 00000 000000000 | Venture Capital-Backed | Edinburgh, United Kingdom | 00 | 000.00 | 0000000000 0 | 000.00 |
| 0000 (00000000 000 | Venture Capital-Backed | San Francisco, CA | 00.000 | 000000000 | 00.000 | |
| 00000000 000000000 | Venture Capital-Backed | Madrid, Spain | 0000 | 0000000000 0 | 0000 |
Albert (Financial Software) Investors (13)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Board Seat |
Contact Info |
|---|---|---|---|---|---|---|
| Hone Capital | Venture Capital | Minority | 000 0000 | 000000 0 | ||
| American Express Ventures | Corporate Venture Capital | Minority | 000 0000 | 000000 0 | ||
| Frontier Ventures | Venture Capital | Minority | 000 0000 | 000000 0 | ||
| QED Investors | Venture Capital | Minority | 000 0000 | 000000 0 | ||
| AltaIR Capital | Venture Capital | Minority | 000 0000 | 000000 0 |
Albert (Financial Software) Executive Team (2)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Yinon Ravid | Co-Founder, Chief Executive Officer and Board Member | ||
| Andrzej Baraniak | Co-Founder & Board Member |
Albert (Financial Software) Board Members (3)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 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 |