Monarch Money
PrivateLast Round
Series B
May 23, 2025
Est. Valuation
$850M
Total Funding Raised
$124.76M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Monarch Money operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Series B round in May 2025.
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
Business Model
B2C
Customer Profile
Subscription SaaS
AI Layer
Application
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 |
|---|---|---|
| Quicken Inc. | 90% | |
| Origin | 85% | |
| Copilot Money | 84% |
For institutional investors. Book with your work email.
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 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
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 |
For institutional investors. Book with your work email.
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 1, 2026
Grew 20% QoQ, from 212 to 255 employees.
- Aug 5, 2026
Open roles increased to 159, 72% of headcount.
For institutional investors. Book with your work email.
Monarch Money 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.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about Monarch Money's valuation, stock price, and market status.
Is Monarch Money a public or private company?
Monarch Money is a private company.
What is the current stock price of Monarch Money?
Monarch Money is a private company, so its shares have no public market price. Caplight tracks Monarch Money's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Monarch Money worth (valuation)?
Monarch Money's valuation is estimated at $850.0M based on funding round data.
Can I buy Monarch Money stock?
Monarch Money shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Monarch Money's last funding round?
Monarch Money's most recent funding round was Series B on May 23, 2025.
Who are the main investors in Monarch Money?
Key investors in Monarch Money include Forerunner Ventures, FPV Ventures, Menlo Ventures, Accel.
Will Monarch Money IPO soon?
No public IPO plans have been announced for Monarch Money.
How can I track Monarch Money secondary market activity?
Caplight tracks bids, offers, and trades in Monarch Money's shares on secondary markets.