# Happy Money: Finance, Torrance, United States

> Happy Money: Happy Money offers financial tools and services for human happiness. Based in Torrance, United States. Founded 2009.

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

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

# Happy Money

Happy Money offers financial tools and services for human happiness.

Funding reported Last round: Undisclosed round

Finance Torrance, United States

Company summary

- **Founded:** 2009 17 years old
- **Team:** 251 201 to 1,000 people
- **Funding reported:** $337M in dollars
- **Last round:** Undisclosed round Nov 2023

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Happy Money has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## What company datasets say Happy Money raised

Funding, as reported

Reported in all **$337M** in dollars

Rounds **8**

Last round **Undisclosed round**

Last round date **Nov 2023**

Investors listed **7**

Valuation **$1.0B, Oct 2024**

## Founders and team

From Happy Money's own website and the SEC filings it signed: 10 on the team.

- **Matt Potere** Chief Executive Officer
- **Ashley Utz** Chief People Officer
- **John Triggas** Chief Capital Officer
- **Maria Mosolova** Chief Operating Officer
- **Matt Tomko** Chief Revenue Officer
- **Michael Chamberlayne** Chief Financial Officer
- **Scott Mulloy** Chief Technology Officer
- **Tim Parsons** Chief Risk & Analytics Officer
- **Jeff Winner** Executive Officer, Director i
- **Matt Wilson** Executive Officer i

On the board, as filed i *Joe Saunders* *Kumar Anjali* *Scott Walchek* *Sean Park* *Tracy Edkins*

## On 3 portfolio pages

Investors who name them

- [Toba Capital](https://millionrounds.com/fund/toba-capital)
- [Great Oaks Venture Capital](https://millionrounds.com/fund/great-oaks-venture-capital)
- [CMFG Ventures](https://millionrounds.com/fund/cmfg-ventures)

Each firm lists Happy Money on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

## Finance in United States

Startups like it

- [**Ruwack Trust** Greensboro · founded 2013](https://millionrounds.com/startup/ruwack-trust)
- [**Gaming and Leisure Properties** Palo Alto](https://millionrounds.com/startup/gaming-and-leisure-properties)
- [**Great Rock Capital** Westport · founded 2015](https://millionrounds.com/startup/great-rock-capital)
- [**Elevex Capital** Westlake · founded 2024](https://millionrounds.com/startup/elevex-capital)
- [**Fidelis Investors** Cranford · founded 2020](https://millionrounds.com/startup/fidelis-investors)
- [**Waystar** Louisville · founded 2000](https://millionrounds.com/startup/waystar)
- [**PEFCO** New York · founded 1970](https://millionrounds.com/startup/pefco)
- [**Step** San Mateo · founded 2018](https://millionrounds.com/startup/step-5)

## Is this your company?

Add your raise, your deck and your story, and put Happy Money in front of investors. Or tell us what we have wrong.

[List your startup](https://millionrounds.com/list-your-startup)[Send a correction](https://millionrounds.com/corrections)