Moneytree
PrivateLast Round
Series C
Extension
May 11, 2021
Total Funding Raised
$34.45M
Company Overview
Moneytree is a fintech company that provides a personal financial management application and an enterprise financial data aggregation platform.
Sector
FinTech
Verticals
Financial Data, Personal Finance, Digital Banking, API Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Moneytree Comparables
Compare Moneytree with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Salt Edge | 78% | |
| Money Forward | 74% | |
| Miroku Jyoho Service Co., Ltd. | 73% |
Moneytree Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C Extension | May 11, 2021 | ||||
| Series C | Apr 28, 2020 | ||||
| Series B | Mar 21, 2017 | ||||
| Series A | Oct 22, 2015 | ||||
| Seed | Nov 13, 2013 |
Moneytree Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Mizuho Capital | Series B |
| Salesforce Ventures | Series B |
| MUFG Bank | Series A |
| 株式会社FFGベンチャービジネスパートナーズ | Series B |
| GMO VenturePartners | Series C Extension |
| DG Incubation | Seed |
| Yamauchi No. 10 Family Office | Series C Extension |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 21, 2017
$9M round led by SBI Investment Co., Ltd.
- Oct 22, 2015
Led by Salesforce with participation from MUFG Bank and others.
Moneytree Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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