The problem
People juggle many accounts and apps and can't see or plan their money together
What they do
Personal finance app for budgeting, net worth and shared money planning
Traction ~$60M ARR end-2025 → ~$100M ARR Sep 2026 (Sacra est.)
Hiring trend
- Open roles
- 7
- Ops roles
- 1
- Headcount
- ~217 (Tracxn est.)
~217 staff (Tracxn est.); growth n.a.
Hiring in
- Remote (US)
- Remote (Canada)
Glassdoor
4.9 ★ 8 reviews
Funding
- Last round
- $75M
- Stage
- Series B
- Date
- May 2025
Led by FPV Ventures and Forerunner (co-led)
- Hiring+17 open roles on the live job board (3–9 roles = +1)
- Funding recency+0.5Series B · $75M, May 2025 (17 months ago): 12–24 months = +0.5
- Traction+1.5Strong growth: ~$60M ARR end-2025 → ~$100M ARR Sep 2026 (Sacra est.)
- Red flags0None found in the last 24 months
- Total3.01 + 0.5 + 1.5 − 0 = 3.0 → Steady (1.5–3.49)
Distance (Half) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Half · edge: hard to leave
A million members pay and stay, but free apps and data fees press.
Sources: Monarch: $100M ARR and MBI acquisition (Oct 2026) ↗
Open ops roles · 1
Last checked Oct 25, 2026