COMPANY PROFILE

Monarch Money

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Personal finance app that helps users track spending, manage budgets, and set financial goals in one unified platform

San Francisco, United StatesFounded 2018Fintech

Valuation $500M–1B Latest valuation · 2025

Headcount 100–500 Current team size

Total funding $50–100M Disclosed equity funding

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About Monarch Money

Monarch Money is a comprehensive financial management platform designed to help individuals and families achieve financial clarity, confidence, and peace of mind. Operating in the personal finance market, Monarch serves clients ranging from young professionals to families, offering tools to manage and optimize their finances effectively. The platform allows users to collaborate with partners or financial advisors at no extra cost, accessible via web, iOS, and Android. Monarch's business model is subscription-based, generating revenue through monthly or annual fees paid by users for premium features and services. The company is backed by prominent firms and angel investors, emphasizing its credibility and growth potential. Monarch aims to foster financial resilience by providing tools that help users build healthy financial habits and achieve their goals. Keywords: financial management, collaboration, personal finance, subscription-based, financial advisors, web platform, mobile app, financial resilience, investment planning, cash flow management.

Source: Dealroom company data

At a glance

Status: Acquired
Founded: 2018
Headquarters: San Francisco, United States
Employees: 213
Open positions: None listed
Dealroom signal: 95.6/100
Industry: Fintech
Sub-industry: Financial Management Solutions
Sector: Fintech, Personal Finance, Personal Assistant, Financial Education
Technology: Mobile app
Business model: SaaS
Client focus: b2c
Links: Website LinkedIn X

Latest news

Press, funding announcements and product moves mentioning Monarch Money.

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Funding history

6 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
ACQUISITIONOther financing	Jul 2025	$0	—	Undisclosed	↗
SERIES BOther financing	May 2025	$75M	$850M	Clocktower Technology Ventures · Accel · Menlo Ventures · SignalFire	↗

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Growth signals

Monarch Money website traffic

Latest recorded traffic for Monarch Money is 15K monthly website visits, up 7.1% over the last three months. Monarch Money's team grew 26.8% over the past year.

Latest monthly visits15K 3-month web change+7.1% 1-year team growth+26.8%

Monthly website visitsMar 2020–Jul 2026

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Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

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