Monarch Money Inc.

About Monarch Money Inc.

Monarch Money is a personal finance platform that aggregates bank, credit, investment, and loan accounts into a single dashboard. It offers automated budgeting, net-worth tracking, cash-flow forecasting, and collaborative tools for households and financial advisors. Built with bank-level encryption and read-only connections, the service is delivered via web and mobile apps on a freemium subscription model. Founded in 2018 and headquartered in San Francisco, the company targets individuals and advisors seeking real-time, comprehensive financial oversight without manual spreadsheets.