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
201-500
Company Stage
Series B
Total Funding
$94.8M
Headquarters
San Francisco, California
Founded
2018
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