Who invested in Monarch Money?
Forerunner Ventures invested in Monarch Money in 2025. The investment was led by Eurie Kim, a partner at Forerunner Ventures. Forerunner invested at Series B.
What does Monarch Money do?
Personal finance tools optimize for transactions, not outcomes. Monarch gives households a planning OS that turns budgeting into a durable system for decisions, goals, and wealth management for all.
Why did Forerunner invest in Monarch Money?
Forerunner's investment in Monarch Money starts with a fundamental observation: managing money is a persistent challenge for virtually everyone, regardless of income. 88% of Americans report financial stress, and traditional financial advisory has historically served only the wealthiest individuals. The majority of households have had no structured system for financial planning. Monarch changes that — giving people a planning OS that goes beyond transactions to support real financial decisions and long-term goals. The product addresses a need that spans demographics and life stages, with the depth the category has long lacked.