Monarch
BIRMINGHAM, Alabama, United States · Finance, Financial Services, Fintech
Monarch is the most comprehensive platform for managing your personal finances.
Key facts
- Headquarters
- BIRMINGHAM, Alabama, United States
- Employees
- 89
- Industries
- Finance, Financial Services, Fintech
- Status
- Private
- Website
- monarch.com
- Company page
Recent activity at Monarch
- : Monarch acquires MBI to enhance growth strategy
- : Monarch Appoints Anna Lohrfink as Chief Executive Officer
- : Personal finance app Monarch raises $75 million in a Series B round led by Forerunner Ventures and FPV Ventures to accelerate subscriber growth.
- : Monarch Expands Partnership with Intapp to Streamline Client Services
- : Monarch Landscape Companies Acquires Environmental Designs, Inc.
- : MONARCH CO
Monarch funding history
| Date | Round | Amount |
|---|---|---|
| May 2025 | Series B | $75.0M |
| Jan 2023 | Seed | $1.0M |
Leadership
- Anna Lohrfink, Chief Executive Officer
- Osman (Ozzie) Osman, Founder
- Jon Sutherland, Founder
- Jonathan Arieli, Chief Financial Officer
Verified email and direct lines for Monarch’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
Monarch in the news
- I Used Monarch Money for 30 Days: Here’s What Happened - NerdWallet (Jan 06, 2026)
- Monarch Money Review: A Middle Ground Between Simple and Advanced Budgeting Apps - The Motley Fool (Jan 05, 2026)
- Monarch Mountain Celebrates 60 Years of the Crest Tramway with Reopening on May 22 - Ark Valley Voice (May 19, 2026)
- Tired of Spreadsheets? These 7 Budgeting Apps Do the Hard Work for You - Kiplinger (Sep 11, 2026)
- Monarch Butterfly Festival - FWS.gov (Oct 25, 2025)
- Monarch Quantum Launches Integrated Photonics Systems for Quantum Hardware - The Quantum Insider (Jan 07, 2026)
- We Can Now Track Individual Monarch Butterflies. It’s a Revelation. - The New York Times (Nov 17, 2025)
- Nscale acquires 8GW Monarch Compute Campus, Microsoft signs on for 1.35GW of compute - Data Center Dynamics (Mar 17, 2026)
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About Monarch: questions and answers
What does Monarch do?
Monarch is the most comprehensive platform for managing your personal finances.
Where is Monarch headquartered?
Monarch is headquartered in BIRMINGHAM, Alabama, United States.
How many employees does Monarch have?
Monarch has about 89 employees.
Has Monarch raised funding?
Yes. Fundz has recorded 2 funding events for Monarch. The most recent, Series B of $75.0M, was in May 2025.
Who leads Monarch?
Anna Lohrfink is a Chief Executive Officer at Monarch.
What is the latest news on Monarch?
On Oct 01, 2026, Monarch acquires MBI to enhance growth strategy
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy