Monarch Money: Funding, Investors & Team (Oct 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 $15M 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.
Funded Startups Like Monarch Money in Financial Services and Walnut
Companies Similar to Monarch Money
Ledgebrook is a managing general agent specializing in excess and surplus lines insurance that uses…
Agentiq is a sports fintech startup that enables everyday fans to purchase fractionalized equity stakes.
Teddy is a compliance and client-oriented legal support platform.
Capitolis is a tech company that aims to make financial markets safer and more dynamic by removing capital…
Navra facilitates easy access to the blockchain.
Jeeves is a financial technology company that offers financial solutions to support businesses worldwide. The…
Problem - 52% of U.S. adults say that financial issues have a negative impact on their mental health (e.g.…
Limited provides a worldwide self-custodial experience that enables customers from around the world to engage…
HiFi Bridge is a cryptocurrency payments platform that allows customers to buy and sell cryptocurrencies,…
Infrastructure for the Market in a Changing World
Monetary Metals is a financial enterprise focusing on gold, investing, and financing. Their goal is to…
Adaptive Real Estate helps construction teams save time and money. Lots of it.
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 $15M median round size for Financial Services companies on FundedIQ across 5,751 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.
Know who just raised. Then know who to reach.
Startup funding intelligence on every funded startup: the round, the investors and the founders, as a file in your inbox or searchable in the app.
Radar from $49/mo · Pro from $149/mo. Card required, nothing charged until day 15, and we email you 3 days before that. Need something specific? Custom plans from $499/mo.