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
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
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
Description
Primary
Industry
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
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Edinburgh, United Kingdom
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As of 0000
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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
0.80%
Weekly
Growth
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
PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
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 |