Chapter

Founding a Financial Planning Startup
listen on Spotify
09:13 - 12:57 (03:44)

The founder of a financial planning startup discusses how the company began with a focus on content before branching out to include tools and advice for clients, including financial planning software.

Clips
The founders of a finance app discuss their journey, starting with content before building a budgeting app and striving for an authentic voice when talking to users.
09:13 - 10:54 (01:41)
listen on Spotify
Finance
Summary

The founders of a finance app discuss their journey, starting with content before building a budgeting app and striving for an authentic voice when talking to users.

Chapter
Founding a Financial Planning Startup
Episode
#79 with Alexa von Tobel - From Dropping Out of Business School to a $375M Exit
Podcast
My First Million
LearnBest is a comprehensive financial planning software that uses 60 data points to create a GPS for your money, connecting users with certified financial planners and trusted advisors.
10:54 - 12:57 (02:02)
listen on Spotify
Financial Planning
Summary

LearnBest is a comprehensive financial planning software that uses 60 data points to create a GPS for your money, connecting users with certified financial planners and trusted advisors. Originally built for a specific audience, companies are now purchasing LearnBest software as an employee benefit.

Chapter
Founding a Financial Planning Startup
Episode
#79 with Alexa von Tobel - From Dropping Out of Business School to a $375M Exit
Podcast
My First Million