Disrupting a dinosaur tends to keep one busy–just ask Alexa von Tobel, the ebullient 28-year-old CEO of LearnVest, a company that aims to reset the rules of financial planning. As she'll explain to you, there's a staggering lack of trustworthy, consumable, affordable financial advice available. Only three years in, LearnVest is making a strong bid to be that resource. We talked with von Tobel about maximizing managerial effiencieny, building a community of customers, and filling a gaping hole in the financial landscape.

What problem are you trying to solve?

ALEXA VON TOBEL: The problem I'm trying to solve is really providing financial advice–which is right now such an outdated industry. It's a really archaic model and we're trying to bring some fresh technology and life into it. I think it's working so far.

Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.

  • Critical CUTimes.com information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
  • Exclusive discounts on ALM and CU Times events.
  • Access to other award-winning ALM websites including Law.com and GlobeSt.com.
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.