Fundz

Monarch

BIRMINGHAM, AL, United States · Information Technology · 89 employees

Monarch is the most comprehensive platform for managing your personal finances.

Funding history

  • Series series b — $75.0M — May 2025
  • Series seed — $1.0M — Jan 2023

Recent signals

  • Mar 24, 2026: Monarch Appoints Anna Lohrfink as Chief Executive Officer
  • May 23, 2025: Raised $75.0M in Series series b
  • Sep 17, 2024: Monarch Expands Partnership with Intapp to Streamline Client Services
  • Sep 19, 2023: Acquired Monarch Landscape Companies Acquires Environmental Designs, Inc.
  • Jan 25, 2023: Raised $1.0M in Series seed

See plans & pricing → Track Monarch’s funding, hiring, and signals — with verified contacts — on Fundz.