Levanto Financial

Levanto Financial

Levanto Financial | Your Household CFO | Personal Finance Advice.

HQ location
Palo Alto, United States
Launch date
Employees
Enterprise value
$6—10m
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DateInvestorsAmountRound
-investor

€0.0

round
investor investor

€0.0

round

N/A

Growth Equity VC
Total Funding000k
More about Levanto Financial
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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.

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