Levanto Financial Overview

  • Founded
  • 2009
Founded
  • Status
  • Private
  • Latest Deal Type
  • 2ndary - Private
  • Investors
  • 15

Levanto Financial General Information

Description

Developer of a household financial management platform intended to automate and off-load time-consuming financial tasks. The company's platform leverages technology to offer an analysis of expenses, cash flow modeling, sourcing, and personal ongoing coaching, enabling clients to create, manage, and execute a balanced budget.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 2301 West Big Beaver Road
  • Suite 921
  • Troy, MI 48084
  • United States
+1 (248) 000-0000
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Levanto Financial Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Secondary Transaction - Private 01-Jan-2018 00.000 Completed Generating Revenue
4. Accelerator/Incubator 10-Nov-2015 00.000 Completed Generating Revenue
3. Accelerator/Incubator 06-Nov-2015 0000 00.000 Completed Generating Revenue
2. Early Stage VC 23-Jul-2015 $2.2M $2.75M 00.000 Completed Generating Revenue
1. Seed Round 13-Sep-2013 $550K $550K Completed Generating Revenue
To view Levanto Financial’s complete valuation and funding history, request access »

Levanto Financial Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Seed 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
To view Levanto Financial’s complete cap table history, request access »

Levanto Financial Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a household financial management platform intended to automate and off-load time-consuming financial tasks.
Financial Software
Troy, MI
00.000
00000000000 00.000

00000000

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000000000 00000000
San Jose, CA
00 As of 0000
00000
0000 0000-00-00
00000000000 00000

00000000

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00000 000000000 00000000
Mountainside, NJ
00 As of 0000
00.00
0000000000 0
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Levanto Financial Competitors (18)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
PayActiv Venture Capital-Backed San Jose, CA 00 00000 00000000000 00000
00000000 Venture Capital-Backed Mountainside, NJ 00 00.00 0000000000 0
000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
0000000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
You’re viewing 5 of 18 competitors. Get the full list »

Levanto Financial Executive Team (7)

Name Title Board Seat Contact Info
David Humphrey Advisor
Paul Cloutier Advisor
Mark Goines Advisor
You’re viewing 3 of 7 executive team members. Get the full list »

Levanto Financial Board Members (1)

Name Representing Role Since
Doug Finch Levanto Financial Board Member 000 0000
To view Levanto Financial’s complete board members history, request access »

Levanto Financial Investors (15)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Ynext Incubator Accelerator/Incubator 000 0000 000000 0
Accelerate Michigan Innovation Competition Accelerator/Incubator Minority 000 0000 000000 0
Envestnet Yodlee Accelerator/Incubator Minority 000 0000 000000 0
Alex Bogoevich Angel (individual) Minority 000 0000 000000 0
Carl Walsh Angel (individual) Minority 000 0000 000000 0
You’re viewing 5 of 15 investors. Get the full list »