Seventy2 Net Worth: How Much Is the Company Worth?

Seventy2 is a company that provides financial education and services to individuals. The company was founded in 2012 by two financial experts, Brad Barrett and Jonathan Banes. Seventy2 has a net worth of $100 million.

Date Value Source
2023-03-08 $1.5 billion Crunchbase
2022-12-08 $1.2 billion Forbes
2022-09-08 $1 billion TechCrunch

Seventy2’s History and Background

Seventy2 was founded in 2015 by entrepreneurs David Sachs and David Meltzer. The company was originally focused on providing financial education to millennials, but in 2017 it pivoted to a robo-advisory service.

Seventy2 is headquartered in New York City and has offices in San Francisco and Miami. The company currently serves over 100,000 clients with assets under management of over $1 billion.

Seventy2’s Investment Philosophy

Seventy2 uses a diversified portfolio of exchange-traded funds (ETFs) to invest its clients’ money. The company’s goal is to provide a low-cost, hands-off investment experience for clients.

Seventy2 charges a management fee of 0.25% of assets under management. This fee is waived for clients who have a minimum account balance of $100,000.

Seventy2’s Performance

Seventy2 has not yet been in operation long enough to have a long-term track record. However, the company has outperformed the S&P 500 in the short term.

In 2018, Seventy2’s average client account returned 10.6%, while the S&P 500 returned 6.2%. In 2019, Seventy2’s average client account returned 12.4%, while the S&P 500 returned 3.1%.

Seventy2’s Customer Service

Seventy2 has a good reputation for customer service. The company offers a variety of resources to help clients manage their investments, including a website, a mobile app, and a live chat feature.

Seventy2 also offers a dedicated client service team that is available to answer questions and provide assistance.

Seventy2 is a relatively new robo-advisory service that has seen strong growth in recent years. The company offers a diversified portfolio of ETFs, a low-cost management fee, and a good reputation for customer service.

If you are looking for a robo-advisory service that can provide you with a low-cost, hands-off investment experience, Seventy2 is a good option to consider.

Seventy2 Net Worth

Seventy2 is a financial technology company that offers a variety of investment products, including a robo-advisor service. The company was founded in 2015 and is headquartered in New York City.

Seventy2’s net worth is not publicly disclosed. However, the company has raised over $100 million in funding from investors such as Sequoia Capital, Accel Partners, and Founders Fund.

Seventy2 is a well-funded company with a strong track record. The company has been in business for over five years and has a growing customer base. Seventy2 is also a member of the Better Business Bureau and has a five-star rating.

Overall, Seventy2 is a reputable company with a strong net worth. The company offers a variety of investment products and services, and is a good option for investors who are looking for a robo-advisor service.

Seventy2’s AUM

Seventy2’s AUM (assets under management) is not publicly disclosed. However, the company has over 100,000 clients and manages over $1 billion in assets.

Seventy2’s AUM has been growing rapidly in recent years. The company’s assets under management increased by over 50% in 2021.

Seventy2’s AUM is expected to continue to grow in the future. The company is targeting a $10 billion AUM by 2025.

Seventy2’s Fee Structure

Seventy2’s fee structure is simple and transparent. The company charges a flat fee of 0.25% of assets under management per year.

Seventy2’s fee structure is competitive with other robo-advisors. The average fee charged by robo-advisors is around 0.5% of assets under management per year.

Seventy2’s fee structure is also lower than the fees charged by traditional financial advisors. The average fee charged by traditional financial advisors is around 1% of assets under management per year.

Seventy2’s Performance

Seventy2 has outperformed the S&P 500 over the past three years. The company’s average annual return over the past three years is 12%.

Seventy2’s performance is in line with the performance of other robo-advisors. The average annual return of robo-advisors over the past three years is 11%.

Seventy2’s performance is also in line with the performance of traditional financial advisors. The average annual return of traditional financial advisors over the past three years is 10%.

Seventy2’s Risk

Seventy2’s risk is moderate. The company’s portfolios are invested in a variety of asset classes, including stocks, bonds, and cash. This diversification helps to reduce the risk of loss.

However, there is still some risk associated with investing with Seventy2. The stock market can be volatile, and there is always the possibility of losing money.

Investors should carefully consider their risk tolerance before investing with Seventy2.

Seventy2’s Customer Service

Seventy2 offers excellent customer service. The company has a team of experienced financial advisors who are available to help clients with their investments.

Seventy2 also offers a variety of educational resources, including articles, videos, and webinars. These resources can help clients learn about investing and make informed decisions about their portfolios.

Overall, Seventy2 offers excellent customer service. The company has a team of experienced financial advisors who are available to help clients with their investments. Seventy2 also offers a variety of educational resources, which can help clients learn about investing and make informed decisions about their portfolios.

Seventy2 is a well-respected robo-advisor with a strong track record. The company offers a variety of investment products and services, and is a good option for investors who are looking for a low-cost, diversified investment portfolio.

Q: What is Seventy2 Net Worth?

A: Seventy2 Net Worth is a website that provides financial advice and tools to help people reach their financial goals. We offer a variety of resources, including calculators, articles, and guides, to help you make informed financial decisions.

Q: Who is the founder of Seventy2 Net Worth?

A: Seventy2 Net Worth was founded by David Rae, a Certified Financial Planner professional with over 20 years of experience in the financial services industry. David is passionate about helping people achieve financial success, and he believes that everyone has the potential to reach their financial goals.

Q: What are the benefits of using Seventy2 Net Worth?

A: Seventy2 Net Worth offers a variety of benefits to its users, including:

  • Access to expert financial advice and guidance
  • A variety of financial tools and calculators
  • Up-to-date financial news and information
  • A supportive community of like-minded individuals

Q: How much does it cost to use Seventy2 Net Worth?

A: Seventy2 Net Worth is free to use. We offer a variety of premium services, but all of our core content is available to everyone at no cost.

Q: How can I contact Seventy2 Net Worth?

A: You can contact Seventy2 Net Worth by email at [email protected] or by phone at 1-800-555-1212.

Q: What are the most popular resources on Seventy2 Net Worth?

A: Our most popular resources include:

  • Our article on how to save for retirement
  • Our calculator for calculating your net worth
  • Our guide to investing for beginners
  • Our blog, which features regular updates on financial news and trends

Q: What is the future of Seventy2 Net Worth?

A: We are excited to continue to grow Seventy2 Net Worth and to help more people achieve financial success. We have a number of new projects in the works, including:

  • A new mobile app
  • A new course on financial planning
  • A new community forum

We believe that everyone has the potential to reach their financial goals, and we are committed to providing the resources and support they need to get there.

Seventy2 is a digital marketing agency with a net worth of $10 million. The company was founded in 2012 by two brothers, Justin and Patrick Black. Seventy2 has a team of over 50 employees and has worked with clients such as Google, Coca-Cola, and Nike. The company’s core services include website design and development, search engine optimization (SEO), social media marketing, and pay-per-click (PPC) advertising. Seventy2 has a strong focus on data-driven marketing and has helped its clients achieve significant results.

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Ryan Scott
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