Monarch is a money management platform that helps users create a financial plan, budget, and track their goals.
  • 2018 - Founded
  • 2021 - Partnered, Series A

Leadership

Val Agostino
Co-Founder & CEO
Jon Sutherland
Co-Founder & Head of Design
Ozzie Osman
Co-Founder & Head of Engineering

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Betterment

Betterment is a financial robo-advisor dedicated to helping people reach their investment goals.
Betterment is a financial robo-advisor dedicated to helping people reach their investment goals.

Milestones

  • 2008 - Founded
  • 2012 - Partnered, Series B

Leadership

Sarah Levy
CEO

Credit Sesame

Credit Sesame helps people take control of their credit and save money with smarter loans.
Credit Sesame helps people take control of their credit and save money with smarter loans.

Milestones

  • 2010 - Founded
  • 2011 - Partnered, Series B

Partners

Crosswise

Crosswise is a self-building compliance management system for banks and fintechs.
Crosswise is a self-building compliance management system for banks and fintechs.

Milestones

  • 2024 - Founded
  • 2024 - Partnered, Pre-Seed

Leadership

Alexander Statnikov
Co-Founder & CEO
Craig Kelly
Co-Founder & Chief Product Officer

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