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Albert logo — Your personal financial assistant who knows it all and does...

Albert

Your personal financial assistant who knows it all and does it all for you.

Founded 2016 United States Los Angeles, United States 317 employees Series C Total: $190.64M Finance, Financial Services +1

General Information

Company Name Albert
Founded Year 2016
Location United States Los Angeles, United States +1
Employees 317
Industries Finance, Financial Services, Fintech
Funding Stage Series C
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About Albert

Albert, founded in 2016, operates at the intersection of Finance, Financial Services, and Fintech, with headquarters in the United States. Known for its slogan, "Your personal financial assistant who knows it all and does it all for you," Albert simplifies financial management for its user base of over 15 million.

Albert offers a comprehensive app that integrates budgeting, saving, spending, investing, and planning. A standout feature is Genius, an AI assistant embedded in the app, which automates complex financial tasks, helping users make more informed financial decisions.

The company recently secured a $100.00M Series C investment on January 26, 2021, backed by prominent investors including CapitalG, General Atlantic, QED Investors, Portage Ventures, and Invus Opportunities. This significant funding round underscores confidence in Albert’s model and growth trajectory as a front-runner in digital financial assistance.

Taxonomy: personal finance management, AI financial assistant, budgeting tools, automated savings, financial planning, automated investing, financial advisory, financial health monitoring, spending analysis, paycheck advance, fintech startup, democratizing financial advice, money management platform, investment management

Services & Products

Budget Creation and Tracking
Spending Monitoring
Savings Automation
Investment in Stocks and ETFs
Credit and Identity Protection
Financial Insights and Alerts

Target Customers

Individual Consumers Tech-Savvy Users Financially Conscious Individuals People Seeking Financial Efficiency

Funding Rounds & Investors (8)

View All
Funding Stage Amount Investors Lead Investors Date
Series C •••••• 5
Investor Investor Investor Investor
•••• •••• 		26 Jan 2021
Series B •••••• 5
Investor Investor Investor Investor Investor
10 Mar 2020
Series A •••••• 6
Investor Investor Investor Investor Investor Investor
19 Dec 2018
Series A •••••• 6
Investor Investor Investor Investor Investor
•••• •••• 		18 Dec 2018
Seed Round •••••• 6
Investor Investor Investor Investor Investor Investor
25 May 2018

View All 8 Funding Rounds

Albert Alternatives & Competitors

View All Alternatives
Albert vs
Money Dashboard (acquired by ClearScore)
Money Dashboard (acquired by ClearScore) United Kingdom

We're on a mission to help people from every walk of life be happier and more successful by masterin...

Convertible Note
2 employees
Finance, Financial Services
Compare Albert vs Money Dashboard (acquired by ClearScore)
Albert vs
Texas Gulf Bank, N.A.
Texas Gulf Bank, N.A. United States

Building Relationships Since 1913 --- MEMBER FDIC

113 employees
Albert vs
First Western
First Western United States

Your All-in-One Financial Services Provider

131 employees
Finance, Financial Services
Compare Albert vs First Western
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FAQ About Albert

Your personal financial assistant who knows it all and does it all for you.
Albert was founded in 2016.
Albert is headquartered in Los Angeles, United States.
Albert operates in the following industries: Finance, Financial Services, Fintech.
Albert has approximately 317 employees.
Albert has completed 8 funding rounds, raising a total of $190.64M. The latest funding stage is Series C.
Albert offers: Budget Creation and Tracking, Spending Monitoring, Savings Automation, Investment in Stocks and ETFs, Credit and Identity Protection, Financial Insights and Alerts.
Top alternatives and competitors to Albert include Money Dashboard (acquired by ClearScore), Texas Gulf Bank, N.A., First Western, South Shore Bank, FNBC Bank & Trust. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Albert and Money Dashboard (acquired by ClearScore) are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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