Happy Money
PrivateLast Round
Debt
6/16/2025
Total Funding Raised
$837.1M
Company Overview
Happy Money is a financial technology company that offers a comprehensive platform to assist individuals in overcoming debt and building savings through a suite of integrated products and services, including credit card debt refinancing, dedicated member support, ongoing education, and behavioral insights for lasting financial wellness.
Sector
FinTech
Verticals
Lending & Credit, Personal Finance, Platform-as-a-Service, Credit Scoring
Business Model
B2B2C
Customer Profile
Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Happy Money Comps
Public and private peers based on sector, stage, and business model.
Happy Money Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | 6/16/2025 | ||||
| Strategic | 1/4/2024 | ||||
| Series D Extension | 2/8/2022 | ||||
| Series D | 9/5/2019 | ||||
| Series C | 6/16/2016 | ||||
Series B | 10/22/2014 |
Key People
Founding team and executive leadership
Happy Money Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Great Oaks Venture Capital | Series A, Seed, Series C |
| Broadshade Investments | Strategic |
| Fortress Investment Group | Debt |
| CMFG Ventures | Series D, Series D Extension |
| FirstMark Capital | Seed, Series C |
| Anthemis | Series D, Seed, Series D Extension |
| The Co-operators | Series 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.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Happy Money's valuation, stock price, and market status.
