Monarch Money
PrivateLast Round
Series B
May 23, 2025
Est. Valuation
$850M
Total Funding Raised
$124.76M
Momentum
Top 1%
of companies Caplight tracks
Company Overview
Monarch Money is a financial software company that provides a personal finance platform for users to track accounts, budget, and plan for financial goals.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, Financial Data, Subscription Commerce
Business Model
B2C
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Monarch Money Comparables
Compare Monarch Money with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Copilot Money | 87% | |
| Quicken Inc. | 86% | |
| You Need A Budget | 85% | |
Monarch Money Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | May 23, 2025 | ||||
| Series A | Jun 14, 2023 | ||||
| Series A | Jun 30, 2022 | ||||
| Series A | Feb 1, 2022 | ||||
| Seed | Jul 23, 2021 |
Monarch Money Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Matrix | Seed |
| Kima Ventures | Seed |
| Greenoaks Capital Partners | Seed |
| Clocktower Ventures | Series B, Seed, Series A |
| Verified Capital | Seed |
| Forerunner Ventures | Series B |
| Outcast Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 5, 2026
Open roles increased to 159, 72% of headcount.
- Jul 20, 2026
Open roles increased to 157, 71% of headcount.
Monarch 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 Monarch Money's valuation, stock price, and market status.