# Albert's pitch deck

> Albert's pitch deck: 10 slides, and the funding round we observed afterwards.

Source: https://millionrounds.com/decks/albert (Millionrounds; every figure on the page links to its filing or article)

A **Albert** Financial services 1 / 10 Read 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 slides 0.9MB US Financial services AI Apps

Read the deck Free 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 **Cover**
- 2
- 3
- 4 **Financials**
- 5 **Business model**
- 6 **Market**
- 7 **Financials**
- 8
- 9 **Financials**
- 10

Cover Financials Business model Market

What happened next

## $57M across 3 rounds

**3** rounds observed **$57M** reported in total **Oct 2023** first we saw **Oct 2026** most recent

- Oct 2026 Series B **$55M** [TCV Lead](https://millionrounds.com/fund/tcv)[Applied Ventures](https://millionrounds.com/fund/applied-ventures)[Coatue](https://millionrounds.com/fund/coatue-management)[Coral Capital](https://millionrounds.com/fund/coral-capital)[Delta-v Capital](https://millionrounds.com/fund/delta-v-capital)[HighSage Ventures](https://millionrounds.com/fund/highsage-ventures)[Index Ventures](https://millionrounds.com/fund/index-ventures)[J.P. Morgan Growth Equity Partners](https://millionrounds.com/fund/j-p-morgan-growth-equity-partners)[Legion VC](https://millionrounds.com/fund/legion-vc)[Socium Ventures](https://millionrounds.com/fund/socium-ventures)[Truffle Capital](https://millionrounds.com/fund/truffle-capital) Reported by Pulse 2.0
- Sept 2025 Venture **Amount undisclosed** [500 Global](https://millionrounds.com/fund/500-startups)[Bessemer Venture Partners](https://millionrounds.com/fund/bessemer-venture-partners)[General Atlantic](https://millionrounds.com/fund/general-atlantic)[Plug and Play](https://millionrounds.com/fund/plug-and-play)[QED Investors](https://millionrounds.com/fund/qed-investors) Source recorded
- Oct 2023 Seed **$2.2M** [50 Partners](https://millionrounds.com/fund/50-partners)[Bpifrance](https://millionrounds.com/fund/bpifrance) Source recorded

[Everyone who backed Albert](https://millionrounds.com/company/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.

**$100M** sold under the offering **Jan 2021** most recent filing

1 / 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 Partners** Angel network](https://millionrounds.com/fund/50-partners)[**Camp One Ventures** VC firm](https://millionrounds.com/fund/camp-one-ventures)[**AltaIR Capital** VC firm](https://millionrounds.com/fund/altair-capital)[**Diagram** Venture studio](https://millionrounds.com/fund/diagram)[**Pallasite Ventures** VC firm](https://millionrounds.com/fund/pallasite-ventures-inc)[**Eddie Lou** Angel](https://millionrounds.com/fund/eddie-lou)[**CSC Upshot** VC firm](https://millionrounds.com/fund/csc-upshot-ventures)[**Blue Dot Investors** VC firm](https://millionrounds.com/fund/blue-dot-investors)[**GreenGage Capital** Family office](https://millionrounds.com/fund/greengage-capital)[**Saltwater Fund** Investment firm](https://millionrounds.com/fund/saltwater-fund)[**Yarrow Capital** VC firm](https://millionrounds.com/fund/yarrow-capital)

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[Browse all 1,712 decks](https://millionrounds.com/decks). We hold no record of where this file came from or on what terms. If it is yours and you would rather it were not here, [tell us](https://millionrounds.com/corrections?deck=albert) and it goes.
