MoneyStack
PrivateLast Round
Seed
Sep 29, 2026
Total Funding Raised
$1.37M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
MoneyStack is a fintech and healthtech company that provides a financial counseling platform integrated into behavioral healthcare treatment programs to support individuals experiencing financial distress.
Sector
FinTech
Verticals
Personal Finance, Accounting & Expense, Subscription Commerce
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
MoneyStack Comparables
Compare MoneyStack with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| PocketGuard | 81% | |
| Ramsey Solutions | 79% | |
| Copilot Money | 78% |
MoneyStack Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Sep 29, 2026 | ||||
| Pre Seed | Oct 24, 2024 | ||||
| Accelerator | Dec 1, 2023 |
MoneyStack Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Sidecut Ventures | Pre Seed, Seed |
| Techstars | Accelerator |
| Gaingels | Seed |
| O'Shaughnessy Ventures | Seed |
| Richard King Mellon Foundation | Pre Seed |
| The Fintech Fund | Pre Seed |
| American Heart Association | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 29, 2026
$1M round led by Cistern Capital.
- Sep 12, 2026
Monthly visitors increased 54% MoM.
MoneyStack Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about MoneyStack's valuation, stock price, and market status.
Is MoneyStack a public or private company?
MoneyStack is a private company.
What is the current stock price of MoneyStack?
MoneyStack is a private company, so its shares have no public market price. Caplight tracks MoneyStack's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is MoneyStack worth (valuation)?
Valuation information for MoneyStack is not publicly available.
Can I buy MoneyStack stock?
MoneyStack shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was MoneyStack's last funding round?
MoneyStack's most recent funding round was Seed on September 29, 2026.
Who are the main investors in MoneyStack?
Key investors in MoneyStack include Richard King Mellon Foundation, Cistern Capital.
Will MoneyStack IPO soon?
No public IPO plans have been announced for MoneyStack.
How can I track MoneyStack secondary market activity?
Caplight tracks bids, offers, and trades in MoneyStack's shares on secondary markets.