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Everyone's household CFO1-10 Employees
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Everyone's household CFO
Levanto Financial is a technology-enabled CFO service for mass affluent households ($150K+ income).  We help clients save money ($12K/yr), save time (15hrs/mo), and achieve peace of mind.  We charge clients a monthly subscription, and our software model is scalable, automated, and beats mucking around with spreadsheets.  We're first to market, have partnered with Mint.com, CPA firms and investment advisors, and our clients are exceptionally loyal.  We are unit profitable, have found product-market fit, and need capital to scale.  Help us bring the personal back to personal finance.
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Paul Cloutier
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Victor Claudio
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Co-Founded Levanto Financial... Personal household financial management service & technology, personal bookkeeping, bill pay, cash flow modeling and budgeting.
Total raised

$550K

Funded over

1 round

Latest round

Seed (Sep 2013)

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