Monarch Money

Monarch Money

Covina, California, USA
3 employees
Business/Productivity Software
Series B · $95.5M

About Monarch Money

Monarch Money is a subscription-based personal finance platform that consolidates all of a user's financial accounts — including bank accounts, credit cards, loans, and investments — into a single dashboard across web, iOS, and Android. It provides tools for budgeting, expense tracking, net worth monitoring, goal planning, and financial collaboration with partners or advisors. The platform is ad-free and targets individuals, couples, and families seeking unified visibility and control over their finances.

Company details

Team Size3
LocationCovina, California, USA
IndustryBusiness/Productivity Software

Funding

Total raised

$95.5M

Last stage

Series B

Investors

Forerunner Ventures
FFPV Ventures
Menlo Ventures
Accel
SSignalFire

Founders

Val Agostino

Val Agostino

Serial entrepreneur and early product manager at Mint. Co-founded Monarch Money in 2018.

LinkedIn
OO

Ozzie Osman

Engineering leader and co-founder at Monarch Money. Also author of the Holloway Guide to Technical Recruiting and Hiring.

LinkedIn
JS

Jon Sutherland

Co-founder and design lead at Monarch Money.

LinkedIn

What happens next.

No applications, no recruiter spam. Just the intro.

01

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

02

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

03

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.