Monarch (Series B)
Funding Details
- Awarder
- RSS - techfundingnews.com
- Date Award
- May 27, 2025
- Vertical
- Fintech
- Funding URL
- View Funding Page
- Valuation
- $850,000,000
- Funding Amount:
- $75,000,000
Company Info
- Founding Year
- 2018
- Traction
- Monarch's subscriber base has surged 20-fold over the past year, with paid subscriber growth of approximately 9% per week since launching publicly.
- Founders
- Val Agostino, Jon Sutherland, Ozzie Ozman
- Company Description
- Monarch is a personal finance app that offers a subscription-based model for managing finances, focusing on user privacy and independence. It provides features such as budgeting, goal setting, investment tracking, and comprehensive account aggregation.
- Market
- Personal Finance Management
- Location
- San Francisco, California, USA
- Coinvestors
- Forerunner Ventures, FPV Ventures