- TitleFounder and CEO
It’s been a whirlwind year for the personal finance startup founder: LearnVest opened and staffed a full-time 50-advisor “planner hub” (with alums from Goldman Sachs and Morgan Stanley) in Arizona as its revenue from its consumer clients ballooned 400%. It partnered with Fidelity and Putnam Investments to offer content to those giants’ individual investors. And it launched a brand new service tied to 401k plans, which in less than a year has signed up more than a dozen major employers. Meantime, she closed her latest $28 million venture round, bringing her total funding to more than $73 million.