Monarch Money: Funding, Investors & Team (Sep 2026)
Monarch Money is a subscription-based platform that provides a personal finance program to track expenses. The platform aims to help consumers plan and manage their financial lives and adds all the transactions, across all bank accounts and credit cards, into one list, and creates a budget to understand where the money is going.
Monarch Money has raised $79.8M across 2 funding rounds on record, the most recent a Series B of $75.0M announced in May 2025.
That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Monarch Money Company Profile and Key Stats
Latest funding round on record: May 2025.
Monarch Money Funding Rounds
Monarch Money raised $4.8M in a Seed announced in Jul 2021.
3.8 years later, a Series B of $75.0M was announced in May 2025.
Monarch Money Founders and Leadership Team
Contact details for the Monarch Money team: 1 of 1 has an email address on file.
Start 14-day free trial →Monarch Money Funding Compared to Other Financial Services Startups
Monarch Money's latest round of $75.0M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Monarch Money Funding FAQs
What does Monarch Money do?
Monarch Money is a subscription-based platform that provides a personal finance program to track expenses. The platform aims to help consumers plan and manage their financial lives and adds all the transactions, across all bank accounts and credit cards, into one list, and creates a budget to understand where the money is going.
How much funding has Monarch Money raised?
Monarch Money has raised $79.8M across 2 rounds on record. The most recent is a Series B of $75.0M announced in May 2025.
When did Monarch Money last raise funding?
Monarch Money's most recent funding round on record is a Series B of $75.0M, announced in May 2025.
Who founded Monarch Money?
FundedIQ lists Val Agostino (Founder) at Monarch Money.
Where is Monarch Money headquartered?
Monarch Money is based in Walnut, California, United States.
How many employees does Monarch Money have?
Monarch Money is in the 11-50 employee band.
How does Monarch Money's funding compare to other Financial Services startups?
Monarch Money's latest round of $75.0M is above the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.
About FundedIQ's Monarch Money Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Monarch Money is left off this page rather than filled in.
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