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Monarch Money

11-50 employees Covina, United States
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Monarch Money is a personal finance platform that consolidates various financial management tools into a single, user-friendly service. Users can track account balances, transactions, investments, and work towards financial goals. The platform offers customized budgeting with rollover options, easy visualization of spending patterns through diagrams and charts, and the capability to collaborate with partners or advisors without extra fees. Investments are manageable in one comprehensive view, with historical performance details. Financial data is secured with bank-level security, and Monarch takes pride in offering an ad-free experience and not selling user data to third parties.