Levanto Financial

Levanto Financial

Levanto Financial | Your Household CFO | Personal Finance Advice. Learn more

Launch date
Employees
Market cap
-
Enterprise valuation
$6—10m (Dealroom.co estimates Jul 2015.)
Palo Alto California (HQ)
  • Edit
DateInvestorsAmountRound
-

N/A

-

$1.6m

Seed

N/A

Growth Equity VC
Total Funding$1.6m

Recent News about Levanto Financial

Edit
More about Levanto Financialinfo icon
Edit

Levanto Financial operates as a private bookkeeper for affluent households, providing comprehensive financial management services. The company helps clients outsource mundane personal finance tasks, allowing families to achieve financial freedom without the grunt work. Levanto Financial serves affluent households who seek to optimize their time and financial management. Operating in the personal finance market, the company offers a subscription-based service model, generating revenue through monthly or annual fees for their financial management packages. Clients benefit from a dedicated team of financial experts who provide tailored advice and support, ensuring better control over their finances and more time to focus on their personal goals. Levanto Financial's business model is built on trust and personalized service, backed by investors with experience in leading financial software companies like Mint.com, TurboTax, and Intuit.

Keywords: private bookkeeper, affluent households, financial freedom, mundane tasks, financial management, subscription service, tailored advice, trust-based, personal finance, household CFO.

Tech stack

Group
Tech stackLearn more about the technologies and tools that this company uses.