Who invested in Monarch Money

One round we have observed, with the 4 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial Services

Funding summaryUpdated 26 Oct 2026

$75Mraised across 1 round since 2025, from 1 source

Latest round: Series B, $75MMay 2025
Investors: 4

See who backed them

The rounds

May 2025
Series B$75M
Source recorded

Founders and team

From Monarch Money's own website: 3 founders, 90 on the team.

Val AgostinoCo-Founder and CEO

Jon SutherlandCo-founder, Head of Design

Ozzie OsmanCo-Founder and Head of Engineering

Alisha SojarHead of Core Product Engineering
Brittany RohdeHead of People
Bryana ArlingtonHead of Creative Production
Erica NelsonHead of Research
Erin BreamHead of Partnerships
Jenna TunickHead of Product Marketing
Joyce LinHead of Operations
Keith BourgoinHead of AI Engineering
Laura KobroffHead of Customer Success Operations
Layna SmithHead of Customer Success
Rachel LawrenceHead of Advice & Planning
Sue ChoHead of Lifecycle Marketing
Zach BurmeisterHead of Software Infrastructure
Abdallah HemdanSenior Software Engineer
Adam MonroeFinance Manager
Agustín García FloresPrincipal Software Engineer
Alessandro CostaSenior Software Engineer
Alvin ChowPrincipal Software Engineer

And 72 more on the team.

Everyone who backed them

Menlo VenturesVC firm1round

Forerunner VenturesVC firm1round

SignalFireVC firm1round

FPV VenturesVC firm1round

Missing a round, or an investor who was in one? Tell us.

Also claim to have backed them

These 2 firms list Monarch Money as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.