Monarch Money, Inc. Asset Profile

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Year established

2018

Location

Walnut Creek CA US

Primary Industry

Financial Services

About

Founded in 2018 and based in California, US, Monarch Money, Inc., formerly known as Monarch Money Club, Inc. operates as a money management platform. The firm was founded by Jonathan Sutherland, Ozzie Osman, and Val Agostino, and has raised USD 4.8 million in Seed funding in July 2021. Monarch Money, Inc. provides a subscription-based platform that allows consumers to manage and track their finances. The firm's platform also features long-term financial planning and tracking of investment portfolio allocation. The firm's platform also provides a mortgage calculator that enables consumers to compute for their preferred possible amortization schedule. Monarch Money, Inc. generates revenue by providing subscription plans which start at USD 9.99 per month or USD 89.99 per year.

Current Investors

Accel, SignalFire

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Primary Industry

Financial Services

Sub Industries

e-Financial, Accounting/Finance Software, Analytics & Performance Software

Website

www.monarchmoney.com

Verticals

Cloud Computing, FinTech, Mobile Apps

Company Stage

Angel & Seed

Total Amount Raised

Subscriber access only

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