Full-Time
Posted on 7/26/2025
Personal finance platform with advisor collaboration
$167k - $195k/yr
Remote in USA
Remote
Remote position targeting candidates in the US.
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Monarch Money provides a personal finance management platform for individuals and families to gain financial clarity and confidence. It aggregates accounts, tracks spending, builds budgets, and plans cash flow across a web interface and mobile apps (iOS and Android). Users can invite partners or financial advisors to collaborate directly in the app at no extra cost, enabling shared planning and guidance. The product helps with investment planning, cash flow management, and goal setting through a subscription-based model that unlocks premium features. Monarch differentiates itself by emphasizing built-in collaboration with advisors and a user-friendly, family-oriented workflow, backed by credible investors. The company aims to foster financial resilience by helping users develop healthy financial habits and achieve their financial goals.
Company Size
51-200
Company Stage
Series B
Total Funding
$94.8M
Headquarters
San Francisco, California
Founded
2018
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Remote Work Options
Company Equity
Home Office Stipend
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Unlimited Paid Time Off
Paid Vacation
Monarch.com was acquired by Andy Booth, brokered by Sedo's Dave Evanson, and now forwards to MonarchMoney.com. Monarch, a personal finance app, recently raised $75 million in Series B funding, valuing the company at $850 million. Andrew Miller of Hilco Digital Assets confirmed the sale, though the price remains undisclosed due to an NDA. The acquisition aligns with Monarch's branding strategy.
Monarch Money, a financial wellness platform, has secured $75 million in Series B funding. This investment will be used to expand the platform's capabilities, enhance user experience, and grow the team. Monarch Money distinguishes itself with a comprehensive financial view, investment tracking, and collaborative planning features. The funding round, led by FPV Ventures and Forerunner Ventures, underscores strong investor confidence in Monarch Money's potential to revolutionize personal finance management.
The personal finance app Monarch secures an additional $75 million in funding.
Monarch, a personal finance app, raised $75 million in a Series B round, valuing the company at $850 million. This funding comes amid a challenging period for consumer fintechs. Monarch's growth surged after Mint's closure, as it offers a paid, ad-free service. The round, led by FPV, highlights Monarch's innovative approach to financial planning. Despite a 38% decline in fintech funding, Monarch's success stands out in the current "nuclear winter" for fintech startups.
Forbes ranked Monarch as the "Best Replacement for Mint," and the Wall Street Journal named it the "Best Budgeting App."