Domain Money

Financial Plans for Your Life

Headquarters
New York, New York
Employees
11–50
Founded
2021
Business Model
B2C
Total Funding
$33.0M
Last Round
$33.0M SeedJan 2022
Rounds
1

About

Domain Money pairs clients with dedicated Certified Financial Planner® professionals for personalized, flat-fee financial planning. The platform covers investment management, tax strategies, retirement, estate, and family planning—without AUM fees or hidden charges. Backed by CFP Board-certified advisors acting as fiduciaries, it aims to help high earners build 2–4x more wealth through disciplined, holistic planning.

Tech & App Stack

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Funding History

SeedJan 2022
$33.0M

Investors

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