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Albert (Financial Software)

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
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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%
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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
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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
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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