Fundz

Monarch acquires MBI to enhance growth strategy

PRIVATEOct 01, 2026

Acquiring Company

Monarch

Acquired Company

MBI (formerly HMBradley)

San FranciscoUnited StatesFinancial ServicesFinanceFintechLendingFinancial ServicesFinanceFintechLendingBanking

Description

Monarch has announced its acquisition of MBI to further its goal of improving the financial lives of its members. This move comes as Monarch reaches $100 million in ARR and aims to expand its product offerings. The experienced MBI team will enhance Monarch's capabilities in consumer finance, enabling faster innovation.

Company Information

Company

Monarch

Location

San Francisco, California, United States

About

Monarch is an all-in-one, collaborative personal finance platform that allows members to budget, track progress, and plan for the future—all in one app. Founded in 2018, it aims to improve financial health through clarity and accessibility. Monarch has surpassed 1 million members and continues to innovate in consumer finance.

Fundz sees it the moment Monarch makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for Monarch's next move

Learn about Strategic plan

Frequently asked

Who acquired MBI (formerly HMBradley)?

MBI (formerly HMBradley) was acquired by Monarch, based in San Francisco. The deal was reported on October 1, 2026. Monarch is an all-in-one, collaborative personal finance platform that allows members to budget, track progress, and plan for the future—all in one app. Monarch is privately held and operates in Financial Services.

When did Monarch acquire MBI (formerly HMBradley)?

Monarch's acquisition of MBI (formerly HMBradley) was reported on October 1, 2026. Monarch has announced its acquisition of MBI to further its goal of improving the financial lives of its members. This move comes as Monarch reaches $100 million in ARR and aims to expand its product offerings. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does MBI (formerly HMBradley) do?

MBI, originally known as HMBradley, has a decade of experience in consumer banking and financial infrastructure. The team developed innovative financial products to help individuals manage their money more effectively. It is privately held, operating in Financial Services, and is based in United States.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.