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Albert
AddedFeb 15, 2024
UpdatedJun 18, 2026
Albert

Albert

Operating

Albert, a fintech firm, offers affordable financial advice, personalized plans, automated investing, and budgeting tools.

Location
Los Angeles, CA, US
Founded
2015
Firm
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Albert is a financial technology company focused on democratizing money management by providing affordable financial advice and personalized financial plans. The firm offers a comprehensive suite of services including automated investing, budgeting tools, automatic savings, financial health monitoring, and Albert Instant, which provides customers with cash advances. Albert's platform enables users to chat directly with financial experts to address any money-related issues.

Albert's investment philosophy centers on making financial services accessible to a broader audience through technology. The company partners with Sutton Bank, Coastal Community Bank, and Wells Fargo for FDIC-insured banking services. While specific investment sizes or notable portfolio companies are not detailed, Albert’s key value proposition lies in its ability to offer a holistic financial advisory service that combines human expertise with automated tools, thereby enhancing the financial well-being of its users.

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Albert - Classification

Also Known As
  • Albert Corporation
NAICS
  • 520000Finance and Insurance
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services
Show 4 more industry codes
SIC
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice