# Monarch Money: Financial Services, Covina, United States

> Monarch Money: Monarch Money is a subscription-based platform that provides a personal finance program to track expenses. Based in Covina, United States.

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

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

# Monarch Money

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

Email

Funding reported Last round: Series A

Financial Services Covina, United States

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Company summary

- **Founded:** 2019 7 years old
- **Team:** 1 1 to 10 people
- **Funding reported:** $75M in dollars
- **Last round:** Series A Feb 2022

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 Monarch 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 Monarch Money raised

Funding, as reported

Reported in all **$75M** in dollars

Rounds **4**

Last round **Series A**

Last round date **Feb 2022**

Investors listed **8**

## 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.

## On 5 portfolio pages

Investors who name them

- [Forerunner Ventures](https://millionrounds.com/fund/forerunner-ventures)
- [SignalFire](https://millionrounds.com/fund/signalfire)
- [Page One Ventures](https://millionrounds.com/fund/page-one-ventures)
- [FPV Ventures](https://millionrounds.com/fund/fpv-ventures)
- [Golden Wok](https://millionrounds.com/fund/golden-wok)

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

Startups like it

- [**EpicMarkets** New York *Raised*](https://millionrounds.com/company/epic-markets)
- [**Freepoint Commodities** Stamford · founded 2001](https://millionrounds.com/startup/freepoint-commodities)
- [**Apollo** New York · founded 1990](https://millionrounds.com/startup/apollo-5)
- [**Archwest Capital** Irvine · founded 2021](https://millionrounds.com/startup/archwest-capital)
- [**Aircastle** Stamford · founded 2005](https://millionrounds.com/startup/aircastle)
- [**Neuehealth** Minneapolis · founded 2015](https://millionrounds.com/startup/neuehealth)
- [**Opportunity Finance Network** Washington · founded 1986](https://millionrounds.com/startup/opportunity-finance-network)
- [**Chime** San Francisco · founded 2012](https://millionrounds.com/startup/chime-2)

## Is this your company?

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