Key facts
- Monarch Money’s last known valuation is $850.0M (May 2025).
- It has raised $95.5M; the latest was Later Stage VC ($75.0M) in May 2025.
- Notable investors include Accel, Menlo Ventures, Clocktower Ventures, Makai VC, SignalFire — 14 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 14 names
- ·Watchlist + deal alerts for Monarch Money
- ·The full record, as it builds
Funding rounds
No funding rounds for Monarch Money are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Monarch Money
Developer of a finance management platform designed to keep track of personal expenses. The company's platform aggregates all the transactions across all bank accounts and credit cards into a single list and creates a budget to understand expenses through goal-tracking tools, investment monitoring, collaborative planning features, and customizable financial reports, enabling individuals and households to manage their finances, gain clarity, control, and confidence in their financial decision-making.
- Sector
- Information Technology
- HQ
- Covina, CA, United States
- Founded
- 2018
- Employees
- 187
- Website
- monarch.com/
- Ownership
- Privately Held (backing)
Monarch Money doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Monarch Money shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Monarch Money in its N-PORT filings yet. We sweep new filings monthly.