Manages connected finances that track spending, investments, and goals through clean dashboards and shared access.
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Overview
Monarch Money delivers a comprehensive personal finance management platform that consolidates all your financial accounts—including banking, credit cards, loans, investments, and real estate—into a unified dashboard. It applies AI-driven automation to categorize transactions, track budgets and net worth, and enable goal setting with collaborative features and customizable reporting.
Monarch Funding
Sign up to gain insights into Monarch funding history, including the funding round, time period, and amount raised.
| Financing Round | Date | Amount | Price per share | Valuation |
|---|---|---|---|---|
| Round | Date | Amount | PPS | Valuation |
| Series B | May 23, 2025 | 75M | ||
| Series Seed | Jul 23, 2021 | 5M |
Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market Tape D®
Buy
Sign up to view historical trading trends and place an offer.
Sell
Understand share pricing, list anonymously, and benefit from transparent fees.
Monarch Management Team
Investors
Clocktower Ventures
Menlo Ventures
Forerunner Ventures
FPV Ventures
Accel Partners
SignalFire
Monarch Valuations & Financials
View real-time NPM data on Monarch stock including most recent valuation and historical share price information. Are you an institutional investor or employee shareholder? Sign up to the SecondMarket trading platform.
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FAQ
We have answers
Monarch stock does not trade on public stock exchanges. Monarch stock is considered a private security and you need to be an accredited investor to trade shares. To invest in Monarch stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market.
Learn more about the secondary market for private company shares on the investors page.
Monarch Stock does not trade on public stock exchanges. In order to sell Monarch shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors.
Learn more about NPM services for selling privately held stock on the Employee Shareholders page.
Read more about how to sell private company stock on the private secondary market:
Monarch does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the NPM Data and Intelligence database from Nasdaq Private Market, you can view Monarch share price and other valuable private market data.
Read more about secondary market private company stock prices:
There is no ticker symbol for Monarch stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company ‘street’ name or legal name.
Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell Monarch stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.
Learn more about selling privately held stock on the Employee Shareholders page.
Read more about how to sell shares of a private company and eligibility for selling privately held stock:
Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in Monarch stock, you need to be an accredited entity or institutional investor.
Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.
Once you buy or sell, stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.
To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.
Monarch is a private company and has not had an IPO. There is currently no Monarch IPO price. Get started to begin exploring the Nasdaq Private Market Data and Intelligence database and gain access to actionable data related to Monarch IPO.
Learn more about Data and Intelligence private company stock data for institutional investors on the on the NPM Data and Intelligence Product Page.
