AAlbertFinancial services1 / 10Read in the app

Pitch deck

Albert's pitch deck

The deck, and the 3 rounds we watched Albert raise afterwards, with the investors each report named.

Albert is a Los Angeles-based financial technology company founded in 2015. It serves as a personal financial assistant for over 15 million users in the United States, helping them budget, save, spend, invest, and plan through a single mobile app. Albert's mission is to make financial advice accessible and to enhance users' financial literacy by combining automation with human expertise. The core product is the Albert app, which acts as a comprehensive personal finance dashboard. Key features include Albert Genius, an AI-powered financial assistant, automated budgeting tools, banking services with a high-yield savings account, an investing platform for stocks and ETFs, and access to human financial experts for personalized advice. The app also offers identity protection and tools for managing spending and borrowing, all designed to simplify personal finance management for individual consumers.

10 slides0.9MBUSFinancial servicesAIApps

Read the deckFree account. The deck belongs to Albert, so reading it needs one; everything on this page is public.

What is in it

The deck, slide by slide

Each slide by what it argues. 10 slides against a median of 13 across the 1,712 decks we hold.

median
  1. 1Cover
  2. 2
  3. 3
  4. 4Financials
  5. 5Business model
  6. 6Market
  7. 7Financials
  8. 8
  9. 9Financials
  10. 10

CoverFinancialsBusiness modelMarket

  1. Oct 2026

    Series B$55M

    TCVLeadApplied VenturesCoatueCoral CapitalDelta-v CapitalHighSage VenturesIndex VenturesJ.P. Morgan Growth Equity PartnersLegion VCSocium VenturesTruffle Capital

    Reported by Pulse 2.0

  2. Sept 2025

    VentureAmount undisclosed

    500 GlobalBessemer Venture PartnersGeneral AtlanticPlug and PlayQED Investors

    Source recorded

  3. Oct 2023

    Seed$2.2M

    50 PartnersBpifrance

    Source recorded

Everyone who backed Albert

Form D

What they told the regulator

Albert filed 5 Form Ds with the SEC

The company reporting its own raise, rather than a journalist reporting it.

$100Msold under the offeringJan 2021most recent filing
Albert pitch deck, cover slide1 / 10

The deck itself

Read Albert's full pitch deck

All 10 slides, each read for what it argues and set against the decks that raised at the same stage. The cover is shown here; the rest is read in the app.

Read the deck →Free account. The deck belongs to Albert.

Investors who claim them

Firms listing Albert on their own portfolio page: the firm's own account rather than a round we watched. Weaker than an announcement, much stronger than a list somebody sold us.

50 PartnersAngel networkCamp One VenturesVC firmAltaIR CapitalVC firmDiagramVenture studioPallasite VenturesVC firmEddie LouAngelCSC UpshotVC firmBlue Dot InvestorsVC firmGreenGage CapitalFamily officeSaltwater FundInvestment firmYarrow CapitalVC firm

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