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Albert

Albert is a financial advisory platform allowing users to track their finances and improve their financial health through practical, actionable recommendations.

ABOUT

Albert is a new type of financial service that uses powerful technology to automate your finances, with a team of human experts to guide users.


CHALLENGE 

Older generations have traditionally visited a financial advisor in person, but that world has changed. Digital natives don’t want to sit in front of a person anymore, and the emerging need to manage day-to-day finances remotely means consumers of all ages need a new digital approach. 


SOLUTION

Albert recreates the in-person financial advising experience for people – especially those in their 20s to 40s –  on their smartphones. 

  • The average user comes to Albert with a median income of $40,000 and minimal savings. 
  • The app helps them focus and stay organized about different aspects of their financial health, from paying off debt to finding the right types of insurance. 
  • The technology brings together a user’s financial data in one place so they can manage bank accounts, credit cards, loans, and investments at the same time.  


FINANCIAL HEALTH FOCUS

47% of American families can’t afford a surprise $400 expense. Albert believes fair access to financial advice can change that.

What They Do

Actionable financial advice on your phone

Fintech Focus

Wealth Management

Team Members

Yinon Ravid
Yinon Ravid
CEO and Co-Founder
Andrzej Baraniak
Andrzej Baraniak
COO and Co-Founder

Year

2016

Location

Los Angeles, CA

Status

Active

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