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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
Employees 317
Industries Finance, Financial Services, Fintech
Funding Stage Series C
Business Model B2C, Freemium, Subscription Box
Revenue Model Subscription, Freemium, Service Fee
Social

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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.

Business keywords: 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 $100.00M 5
CapitalG General Atlantic QED Investors
CapitalG, General Atlantic +3
26 Jan 2021
Series B $50.00M 5
American Express Ventures AltaIR Capital CapitalG
American Express Ventures, AltaIR Capital +3
10 Mar 2020
Series A $15.00M 6
American Express Ventures 500 Startups AltaIR Capital
American Express Ventures, 500 Startups +4
19 Dec 2018
Series A $15.00M 6
American Express Ventures AltaIR Capital QED Investors
American Express Ventures, AltaIR Capital +4
18 Dec 2018
Seed Round $7.76M 6
American Express Ventures 500 Startups QED Investors
American Express Ventures, 500 Startups +4
25 May 2018
Seed Round $2.50M 6
Bessemer Venture Partners 500 Startups Ranch Ventures
Bessemer Venture Partners, 500 Startups +4
23 Nov 2016
Seed Round $250.00K 2
CSC Upshot Financial Solutions Lab
CSC Upshot, Financial Solutions Lab
20 Jun 2016
Pre Seed Round $125.00K 1
500 Startups
500 Startups
27 Dec 2015

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
Stash
Stash United States

We’re helping everyday Americans invest and build wealth. (stsh.app/disclosures)

Acquired
244 employees
Finance, Fintech
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Albert vs
Usefirst.me
Usefirst.me United Kingdom

Usefirst helps you make your financial dream come true with a free personalized financial plan.

2-10 employees
Finance, Financial Services
Also compare with: Albert vs EarnIn EarnIn View all alternatives

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 Finance, Financial Services and Fintech. Its work centres on personal finance management, AI financial assistant, budgeting tools and automated savings. Its customers include Individual Consumers, Tech-Savvy Users and Financially Conscious Individuals.
Albert has a B2C, Freemium and Subscription Box business model. Its revenue comes from Subscription, Freemium and Service Fee.
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), Stash, Usefirst.me, EarnIn, Qapital. 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.

Source: BounceWatch company record for Albert, https://bouncewatch.com/company/albert-1, updated 29 March 2026. When citing, please name BounceWatch and link this page.

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