# Monarch Money funding: rounds and investors

> Monarch Money has raised $75M across 1 round since 2025. Investors include Menlo Ventures, Forerunner Ventures and SignalFire. Every round with its source.

Source: https://millionrounds.com/company/monarch-money (Millionrounds; every figure on the page links to its filing or article)

United States · [Series B startup](https://millionrounds.com/companies)

# 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

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Funding summary Updated 27 Oct 2026

**$75M** raised across 1 round since 2025, from 1 source

- **Latest round:** Series B, $75M May 2025
- **Investors:** 4

See who backed them

## The rounds

- **May 2025** Series B **$75M** [Menlo Ventures](https://millionrounds.com/fund/menlo-ventures) [Forerunner Ventures](https://millionrounds.com/fund/forerunner-ventures) [SignalFire](https://millionrounds.com/fund/signalfire) [FPV Ventures](https://millionrounds.com/fund/fpv-ventures) Source recorded

## Founders and team

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

**Val Agostino** Co-Founder and CEO

**Jon Sutherland** Co-founder, Head of Design

**Ozzie Osman** Co-Founder and Head of Engineering

- **Alisha Sojar** Head of Core Product Engineering
- **Brittany Rohde** Head of People
- **Bryana Arlington** Head of Creative Production
- **Erica Nelson** Head of Research
- **Erin Bream** Head of Partnerships
- **Jenna Tunick** Head of Product Marketing
- **Joyce Lin** Head of Operations
- **Keith Bourgoin** Head of AI Engineering
- **Laura Kobroff** Head of Customer Success Operations
- **Layna Smith** Head of Customer Success
- **Rachel Lawrence** Head of Advice & Planning
- **Sue Cho** Head of Lifecycle Marketing
- **Zach Burmeister** Head of Software Infrastructure
- **Abdallah Hemdan** Senior Software Engineer
- **Adam Monroe** Finance Manager
- **Agustín García Flores** Principal Software Engineer
- **Alessandro Costa** Senior Software Engineer
- **Alvin Chow** Principal Software Engineer

And 72 more on the team.

## Everyone who backed them

[Menlo Ventures](https://millionrounds.com/fund/menlo-ventures) VC firm **1** round

[Forerunner Ventures](https://millionrounds.com/fund/forerunner-ventures) VC firm **1** round

[SignalFire](https://millionrounds.com/fund/signalfire) VC firm **1** round

[FPV Ventures](https://millionrounds.com/fund/fpv-ventures) VC firm **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=monarch-money).

## 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.

[Page One Ventures](https://millionrounds.com/fund/page-one-ventures) VC firm Per its own site

[Golden Wok](https://millionrounds.com/fund/golden-wok) VC firm Per its own site

## Quick answers about Monarch Money

### Who invested in Monarch Money?

Monarch Money's investors include Menlo Ventures, Forerunner Ventures, SignalFire and FPV Ventures.

### How much has Monarch Money raised?

Monarch Money has raised $75M across 1 round since 2025.

### When did Monarch Money last raise?

Monarch Money's most recent round was a Series B of $75M in May 2025.

### What was Monarch Money's biggest round?

Its most recent round, $75M in May 2025, is also its largest on record.

### Who backed Monarch Money first?

Monarch Money's first round on record, in May 2025, was backed by Menlo Ventures, Forerunner Ventures and SignalFire and 1 others.

### What stage is Monarch Money at?

Monarch Money's latest named round is a Series B, in May 2025.

### Where is Monarch Money based?

Monarch Money is based in the United States.

## Companies like Monarch Money

In the same sector, and raised in the last eighteen months.

[**Erebor** $380M · Oct 2026](https://millionrounds.com/company/erebor)[**iQSTEL** $4.0M · Oct 2026](https://millionrounds.com/company/iqstel)[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**STRIVE** $1.3B · Oct 2026](https://millionrounds.com/company/strive)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)

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