The Beans

formerly thebeans

Money + Life Balance

San Francisco, United States · Founded 2021 · $11.9M raised

Employees
11–50
Founded
2021
Business Model
B2C
Total Funding
$11.9M
Last Round
$6.5M Series AFeb 2026
Rounds
2

Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.

Indexed holds 2 funding rounds and 6 investors for this company. The full record is or through the API.

About

The Beans is a fintech platform that simplifies the path to financial balance for America's frontline healthcare and education workers, the "Caring Class," through evidence-based design, AI-powered automation, and personalized cash flow planning. Founded by CEO Melissa Pancoast, the company has driven measurable outcomes for employer partners, including a 12% reduction in staff turnover and a 9x increase in employee savings.

Summary

The Beans is a Fintech company based in San Francisco, United States, founded in 2021. It has raised $11.9M in total across 2 rounds, most recently a $6.5M Series A round in Feb 2026. Investors include Alloy Alchemist Fund, Commerce Ventures and Impulsum Ventures.

Tech & App Stack

9 technologies & apps tracked

Every product and vendor across these categories, with where each signal came from.

Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.

Funding History

Series ASeries AFeb 2026
$6.5M

Sign up to see all 2 events

Funding: Seed through Series A. Amounts, valuations, and investors where available.

Investors

Similar Companies

CitigroupAcquired

Citi is a leading global bank for institutions with cross-border needs, a global provider in weal...

New York, United States10001+Fintech
Corporate RoundTotal funding$45.0BNov 2008
Ant Group

Global fintech company operating Alipay and providing digital payment, wealth management, insuran...

Hangzhou, China10001+Financial Services, Fintech
Series CTotal funding$18.5BJun 2018
BullishIPO

Regulated institutional-grade cryptocurrency exchange offering spot trading for Bitcoin, Ethereum...

George Town, Cayman Islands201–500Fintech, Crypto & Web3
Corporate RoundTotal funding$10.0BMay 2021
RobinhoodIPO

Robinhood provides retail brokerage, crypto, advisory, banking, and private-markets access throug...

Menlo Park, United States1001–5000Fintech, Financial Services
Series G+Total funding$9.8BFeb 2021
Stripe

Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...

South San Francisco, United States5001–10000Banking, Fintech
Series G+Total funding$8.8BMar 2023
GrabIPO

Grab is Southeast Asia's leading super-app, providing ride-hailing, food and grocery delivery, di...

Singapore, Singapore10001+Fintech, Logistics
Series G+Total funding$8.4BJun 2018

Your company? Embed this profile

Add the live badge to your site — it stays current as your funding data updates.

The Beans on Indexed.vc
<a href="https://indexed.vc/companies/the-beans"><img src="https://indexed.vc/api/badge/company/the-beans" alt="The Beans on Indexed.vc" width="260" height="76" /></a>