Northwestern Mutual expects the technology will encourage more adviser-client interaction and ultimately create a more rewarding experience for the customer and adviser.

By adding LearnVest’s technology to the insurer’s existing planning platform, those advisers can devote more time to working with customers on carrying out their recommendations.

[citation needed] LearnVest released free iPhone and iPad apps that help users track their spending and their financial goals.

[13] Investors include Accel Partners, Northwestern Mutual, American Express Ventures, Claritas Capital, Ed Mathias of The Carlyle Group, and Todd Ruppert of T. Rowe Price.

[13][23] The company hosted its first live event, LearnVest LIVE, in New York City in October 2012, featuring lectures by fashion designer Cynthia Rowley, Cosmo editor and Project Runway mentor Joanna Coles, Top Chef judge Gail Simmons and Gilt Groupe cofounder Alexandra Wilkis Wilson.