Company profile: Monarch Money
1.1 - Company Overview
Company description
- Provider of a subscription-based all-in-one personal finance platform to track expenses, consolidate financial tools, and collaborate with partners or advisors across devices, with best-in-class data connectivity to sync all accounts, AI-powered transaction rules, flexible budgeting with rollovers, investment tracking, and customizable dashboard and reports.
Products and services
- Best-in-class data connectivity: API-integrated component that syncs with multiple financial data aggregators to connect and continuously synchronize all user accounts for comprehensive tracking across institutions
- Transaction rules: AI-driven feature that organizes transactions and lets users architect custom rules for automatic categorization and updates, ensuring consistent labeling and streamlined expense tracking
- All-in-one money platform: Cross-platform product that consolidates financial management tools and enables collaboration with partners or advisors, delivering multi-device access for unified control and shared planning
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to Monarch Money
Global Expense
HQ: United Kingdom
Website
- Description: Provider of Europe’s leading end-to-end expense management solution, offering expertise in taxation and VAT compliance and working with clients to ensure process efficiency, legislative compliance, and genuine cost reduction.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Global Expense company profile →
Ellevest
HQ: United States
Website
- Description: Provider of a digital investing platform tailored to women's financial goals with automated portfolio management; private wealth management for high-net-worth clients and institutions; ESG impact and Intentional Impact portfolios; retirement accounts (traditional, Roth, SEP); and certified financial planning sessions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Ellevest company profile →
Goin
HQ: Spain
Website
- Description: Provider of a mobile app that helps users improve financial health by establishing a layer on top of traditional banks and offering innovative, customized saving, investing, and smart-shopping tools.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Goin company profile →
Mutual Fund Technologies
HQ: United Kingdom
Website
- Description: Provider of software, managed service and consulting services, with a core platform administering in excess of 1.25 million account fund holdings and 5000 funds for institutional customers around the world; established in 1999.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Mutual Fund Technologies company profile →
SS&C
HQ: United States
Website
- Description: Provider of investment and financial software-enabled services and software for the global financial services industry, offering fund and hedge fund administration; private markets fund administration, tax, investor services, and technology; bespoke client communications and portfolio insights; CRM for asset managers; and distribution solutions to support AUM growth.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full SS&C company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for Monarch Money
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Monarch Money
2.2 - Growth funds investing in similar companies to Monarch Money
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for Monarch Money
4.2 - Public trading comparable groups for Monarch Money
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →