Skip to main content
Caplight Logo









Happy Money

Happy Money

Private
Torrance, CaliforniaFinTechhttps://happymoney.com/

Last Round

Debt

Jun 16, 2025

Est. Valuation

$1.15B

Total Funding Raised

$334.98M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Happy Money is a financial technology company that provides a digital platform for personal loans and debt consolidation services in partnership with credit unions and financial institutions.

Sector

FinTech

Verticals

Lending & Credit, Personal Finance, Credit Scoring

Business Model

B2B2C

Customer Profile

Payment Processing Fee, Services & Consulting

AI Layer

Application

Keywords

personal loansdebt consolidationlending platformfintechloan originationneolenderai-native lendingcredit union partnershipdigital lendingunderwriting automationembedded financerisk analyticsB2B2C lendingloan marketplaceconsumer finance

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Happy Money Comparables

Compare Happy Money with similar companies based on industry and business-model similarity.

Happy Money comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Prosper Marketplace
81%
Barclays PLC
81%
Upstart Holdings, Inc.
80%

Happy Money Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
DebtJun 16, 2025
StrategicJan 4, 2024
Series D ExtensionFeb 8, 2022
Series DSep 5, 2019
Series CJun 15, 2016
Series B
Oct 22, 2014

Key People

Founding team and executive leadership

happy apple

CEO

Executive Team

Isabella Mason

Chief Executive Officer

Executive Team

Matt Potere

Chief Executive Officer

Executive Team

Scott Mulloy

Chief Technology Officer

Executive Team

Happy Money Investors

Notable investors and investment history

Happy Money investors
InvestorRounds
Great Oaks Venture CapitalSeries A, Seed, Series C, Series B
Broadshade InvestmentsStrategic
Fortress Investment GroupDebt
CMFG VenturesSeries D, Series D Extension
FirstMark CapitalSeed, Series C, Series B
AnthemisSeries D, Series A, Seed, Series C, Series B, Series D Extension
The Co-operatorsSeries D, Series D Extension

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 19, 2026

    Named Best Consumer Lending Company for the second year.

  • Mar 19, 2026

    Recognized as a leader in credit card debt consolidation.

Happy Money Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

Happy Money Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Happy Money's valuation, stock price, and market status.

Firmographic Details

HeadquartersTorrance, California
Employee Range400
Year Founded2009
Last FundingJun 16, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?