- Headquarters
- San Francisco, California
- Employees
- 11–50
- Founded
- 2018
- Business Model
- B2C
- Website
- monarchmoney.com
- Total Funding
- $94.8M
- Last Round
- $15.0M Series A
- Rounds
- 3
About
Monarch Money is a subscription-based personal finance platform that simplifies money management by aggregating bank accounts, credit cards, investments, loans, and real estate into a single clear view. Founded in 2018 in San Francisco by Val Agostino, Jon Sutherland, and Ozzie Osman, Monarch automatically categorizes transactions and creates customized budgets. The platform supports couples and financial advisors with collaborative features, and raised $75M in 2025.
Summary
Monarch Money is a Fintech company based in San Francisco, United States, founded in 2018. It has raised $94.8M in total across 3 rounds. Investors include Accel, Menlo Ventures and Fpv Ventures.
Tech & App Stack
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Funding History
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Series A through Seed — per-round amounts, valuations, and who invested in each round.
Investors
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