Fintech Monarch Money Raises $75 Million in Series B.

Led by Val Agostino(Co-Founder & CEO), Jon Sutherland(Co-Founder & Head of Design), Ozzie Osman(Co-Founder & Head of Engineering), Joyce Lin(Head of Operations), Layna Smith(Head of Customer Success), Brittany Rohde(Head of People), Curt Geen(Chief Growth Officer), Jonathan Gass(CFO), Rachel Lawrence(Head of Advice & Planning), Matt Krueger(Director of Data), Zach Burmeister(Head of Software Infrastructure), Alisha Sojar(Head of Core Product Engineering), & Laura Kobroff(Head of Customer Success Operations), Personal Finance App Monarch Raises $75 Million in Series B co-led by Wesley Chan at FPV Ventures and Eurie Kim at Forerunner Ventures with participation from existing investors Menlo Ventures, Accel, SignalFire, and Clocktower Ventures.

Monarch launched six years ago with a bold mission: to make financial wellness accessible to all households, not just the wealthy. Built on the belief that anyone can improve their financial life with the right tools and guidance, Monarch has become the most comprehensive and fastest-growing personal finance platform today.

It brings together all aspects of a user’s financial life—from real-time insights on net worth and cash flow to collaborative features for partners and access to personalized advice. Recognized by the Wall Street Journal, Forbes, and the Fintech Breakthrough Awards, Monarch is just getting started. With new funding, the platform is set to grow rapidly, expanding its capabilities to further support households on their financial journey.