United States · Financial Services startup

Monarch Money

Monarch Money is a subscription-based platform that provides a personal finance program to track expenses.

Funding reportedLast round: Series A

Financial ServicesCovina, United States

What company datasets say Monarch Money raised

Funding, as reported

Reported in all$75Min dollars
Rounds4
Last roundSeries A
Last round dateFeb 2022
Investors listed8

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.

On 5 portfolio pages

Investors who name them

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

Financial Services in United States

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