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Monarch Money Stock
Monarch Money is a subscription-based platform that provides a personal finance program to track expenses.
About Monarch Money Stock
Founded
2019
Headquarters
Covina, CA, US
Industries
Software, Artificial Intelligence, Data and Analytics
Monarch Money Press Mentions
Stay in the know about the latest news on Monarch Money
Top Startup and Tech Funding News for the Week Ending May 30, 2025
techstartups • Jun 01, 2025
Personal finance app Monarch rises with $75M at $850M valuation after Mint’s meltdown: A soonicorn on cards?
techfundingnews • May 27, 2025
The very first thing to do if you want to spend less, according to financial planners
businessinsider • May 24, 2025
The Week’s Biggest Funding Rounds: Fintech, AI Dominate In Slightly Slow Week For Large Deals
news • May 23, 2025
Monarch Money Raises $75 Million to Grow Financial Wellness Platform
pymnts • May 23, 2025
Monarch Money Management
Leadership team at Monarch Money
Co-founder & CEO
Val Agostino
Co-founder & Head of Engineering
Osman Ahmed Osman
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Trading Monarch Money Stock
How to invest in Monarch Money stock?
Accredited investors can buy pre-IPO stock in companies like Monarch Money through EquityZen funds. These investments are made available by existing Monarch Money shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.
How to sell Monarch Money stock?
Shareholders can sell their Monarch Money stock through EquityZen's private company marketplace. EquityZen's network includes over 370K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.
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